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Apple Hospitality REIT

248 hedge funds and large institutions have $1.42B invested in Apple Hospitality REIT in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.47M

11% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$139M)

3.12% more ownership

Funds ownership: 63.06%66.18% (+3.1%)

3% less funds holding

Funds holding: 256248 (-8)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

30% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 105

Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
5.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
74
Reduced
105
Closed
46
Calls
$2.41M
Puts
$1.47M
Net Calls
+$947K
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$290M -$14.3M -1,508,322 -5%
BlackRock
2
BlackRock
New York
$155M +$13.2M +1,389,185 +9%
Invesco
3
Invesco
Georgia
$115M +$56.5M +5,941,912 +99%
State Street
4
State Street
Massachusetts
$74.9M -$7.92M -832,945 -10%
Deutsche Bank
5
Deutsche Bank
Germany
$61.7M +$60M +6,309,792 +7,702%
Prudential Financial
6
Prudential Financial
New Jersey
$48.5M +$17.1M +1,803,698 +56%
BC
7
Brookfield Corp
Ontario, Canada
$41.1M +$40.4M +4,251,213 New
Renaissance Technologies
8
Renaissance Technologies
New York
$40.2M -$2.16M -227,300 -5%
CIM
9
Centersquare Investment Management
Pennsylvania
$39.8M +$31.2M +3,286,271 +396%
Northern Trust
10
Northern Trust
Illinois
$36.4M -$2.44M -256,377 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$35.8M -$3.44M -361,542 -9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$33.2M -$135K -14,184 -0.4%
Norges Bank
13
Norges Bank
Norway
$28.2M +$3M +315,563 +12%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$23.2M +$6.27K +660 +0%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$22.9M +$18.8M +1,978,377 +512%
APG Asset Management
16
APG Asset Management
Netherlands
$22.3M -$12.9M -1,356,636 -34%
Charles Schwab
17
Charles Schwab
California
$19.6M -$8.77M -922,728 -31%
ACI
18
AMP Capital Investors
Australia
$13.6M +$11.9M +1,254,265 +969%
Bessemer Group
19
Bessemer Group
New Jersey
$13.6M +$4.27M +449,134 +47%
JIM
20
Jupiter Investment Management
United Kingdom
$13.5M -$2.75M -289,068 -17%
Legal & General Group
21
Legal & General Group
United Kingdom
$12.7M +$993K +104,432 +9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.8M -$2.09M -219,835 -15%
SFM
23
Systematic Financial Management
New Jersey
$11.3M -$2.29M -240,661 -17%
AAMU
24
Amundi Asset Management US
Massachusetts
$11.3M +$1.01M +106,396 +10%
Goldman Sachs
25
Goldman Sachs
New York
$10.6M +$1.08M +114,028 +12%

APLE Hedge Fund Activity: Q2 2020 in Review

248 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2020, worth a combined $1.42B — up 11% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of APLE and 41 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 74 added.

The largest buyer was Deutsche Bank, adding an estimated $60M. The largest seller was Eminence Capital, exiting entirely with an estimated $26.1M sold.

  • 248 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2020, down from 256 in Q1 2020.
  • Funds reported $1.42B of Apple Hospitality REIT stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q2 2020 and 46 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2020 was Deutsche Bank, an estimated $60M added.
  • The largest Apple Hospitality REIT seller in Q2 2020 was Eminence Capital, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2020.