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Apple Hospitality REIT

247 hedge funds and large institutions have $2.04B invested in Apple Hospitality REIT in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $2.75M

46% more capital invested

Capital invested by funds: $1.39B → $2.04B (+$641M)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

5.08% more ownership

Funds ownership: 65.56%70.63% (+5.1%)

3% more funds holding

Funds holding: 239247 (+8)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
72
Reduced
87
Closed
35
Calls
$5.96M
Puts
$2.75M
Net Calls
+$3.21M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$375M +$6.03M +507,786 +2%
BlackRock
2
BlackRock
New York
$199M +$5.73M +482,781 +3%
Invesco
3
Invesco
Georgia
$136M -$20.6M -1,735,577 -14%
State Street
4
State Street
Massachusetts
$90.9M +$94.9K +7,994 +0.1%
Prudential Financial
5
Prudential Financial
New Jersey
$76.2M -$28.8M -2,430,889 -29%
Deutsche Bank
6
Deutsche Bank
Germany
$73.3M +$66.2M +5,582,195 +5,842%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$66.7M +$60.3M +5,085,637 +6,127%
Principal Financial Group
8
Principal Financial Group
Iowa
$58.9M +$54M +4,546,862 +29,416%
CIM
9
Centersquare Investment Management
Pennsylvania
$58.7M -$6.42M -540,840 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$49.2M +$2.77M +233,575 +7%
MAC
11
Monarch Alternative Capital
New York
$47.3M +$32.8M +2,767,018 +307%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$41.6M -$1.17M -98,522 -3%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$39.3M +$28.8M +2,424,715 +398%
Norges Bank
14
Norges Bank
Norway
$36.5M
Northern Trust
15
Northern Trust
Illinois
$33.5M -$12.1M -1,021,515 -28%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$33.4M +$21.2M +1,783,314 +223%
AllianceBernstein
17
AllianceBernstein
Tennessee
$33M +$22.4M +1,886,947 +282%
N
18
Nuveen
North Carolina
$30.3M +$4.08M +344,244 +17%
Charles Schwab
19
Charles Schwab
California
$30.2M +$3.04M +256,132 +12%
Renaissance Technologies
20
Renaissance Technologies
New York
$28.1M -$12.8M -1,075,394 -33%
ACI
21
AMP Capital Investors
Australia
$23.4M +$4.65M +392,076 +28%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$18.8M +$17.3M +1,456,503 New
Legal & General Group
23
Legal & General Group
United Kingdom
$18.7M +$382K +32,228 +2%
UBS AM
24
UBS AM
Illinois
$18.6M +$6.82M +574,781 +66%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$18.6M +$8.2M +691,137 +92%

APLE Hedge Fund Activity: Q4 2020 in Review

247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2020, worth a combined $2.04B — up 46% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new APLE positions and 35 closed out — a net gain of 11 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $66.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $53.8M sold.

  • 247 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2020, up from 239 in Q3 2020.
  • Funds reported $2.04B of Apple Hospitality REIT stock for Q4 2020, up 46% quarter-over-quarter.
  • 46 funds opened new Apple Hospitality REIT positions in Q4 2020 and 35 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2020 was Deutsche Bank, an estimated $66.2M added.
  • The largest Apple Hospitality REIT seller in Q4 2020 was Brookfield Corp, an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2020.