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Apple Hospitality REIT

256 hedge funds and large institutions have $1.29B invested in Apple Hospitality REIT in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.87M

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0.96% more ownership

Funds ownership: 62.1%63.06% (+0.96%)

0% more funds holding

Funds holding: 255256 (+1)

43% less capital invested

Capital invested by funds: $2.25B → $1.29B (-$967M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
100
Reduced
87
Closed
40
Calls
$3.65M
Puts
$1.87M
Net Calls
+$1.78M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$289M -$2.45M -186,224 -0.6%
BlackRock
2
BlackRock
New York
$135M -$34.4M -2,617,679 -15%
State Street
3
State Street
Massachusetts
$78.8M +$457K +34,845 +0.4%
Invesco
4
Invesco
Georgia
$55M +$65.2M +4,962,389 +478%
Renaissance Technologies
5
Renaissance Technologies
New York
$40.3M -$17.1M -1,305,800 -23%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$37.3M +$689K +52,441 +1%
Northern Trust
7
Northern Trust
Illinois
$36.9M +$4.05M +308,339 +8%
APG Asset Management
8
APG Asset Management
Netherlands
$36.2M +$5.74M +437,200 +12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$31.6M -$72K -5,486 -0.2%
Prudential Financial
10
Prudential Financial
New Jersey
$29.5M -$27.9M -2,122,385 -40%
Charles Schwab
11
Charles Schwab
California
$27.1M -$7.55M -574,897 -16%
EC
12
Eminence Capital
New York
$26.1M +$37.4M +2,851,567 New
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$24M +$26.1M +1,988,930 +319%
Norges Bank
14
Norges Bank
Norway
$23.9M
Fidelity Investments
15
Fidelity Investments
Massachusetts
$22M +$1.05M +79,608 +3%
LSV Asset Management
16
LSV Asset Management
Illinois
$18.9M +$3.97M +302,000 +17%
JIM
17
Jupiter Investment Management
United Kingdom
$15.4M +$8.59M +654,196 +64%
UBS AM
18
UBS AM
Illinois
$14.5M +$3.24M +246,644 +19%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$13.9M -$12.1M -919,342 -34%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$13.4M +$1.97M +150,409 +11%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$13.2M -$5.92M -450,804 -24%
SFM
22
Systematic Financial Management
New Jersey
$12.9M -$405K -30,828 -2%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$12.8M +$5.03M +383,184 +38%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12.4M -$1.77M -135,038 -9%
Legal & General Group
25
Legal & General Group
United Kingdom
$11.1M +$1.63M +124,286 +11%

APLE Hedge Fund Activity: Q1 2020 in Review

256 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2020, worth a combined $1.29B — down 43% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APLE positions and 40 closed out — a net gain of 4 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $65.2M. The largest seller was BlackRock, cutting an estimated $34.4M.

  • 256 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2020, up from 255 in Q4 2019.
  • Funds reported $1.29B of Apple Hospitality REIT stock for Q1 2020, down 43% quarter-over-quarter.
  • 44 funds opened new Apple Hospitality REIT positions in Q1 2020 and 40 closed out, a net change of +4 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2020 was Invesco, an estimated $65.2M added.
  • The largest Apple Hospitality REIT seller in Q1 2020 was BlackRock, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.