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Apple Hospitality REIT

253 hedge funds and large institutions have $2.36B invested in Apple Hospitality REIT in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

54% more call options, than puts

Call options by funds: $5.53M | Put options by funds: $3.58M

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

16% more capital invested

Capital invested by funds: $2.04B → $2.36B (+$324M)

2% more funds holding

Funds holding: 247253 (+6)

2% more ownership

Funds ownership: 70.63%72.63% (+2%)

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

Holders
253
Holders Change
+6
Holders Change %
+2.43%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
39
Increased
88
Reduced
85
Closed
28
Calls
$5.53M
Puts
$3.58M
Net Calls
+$1.94M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$433M +$9.58M +689,533 +2%
BlackRock
2
BlackRock
New York
$234M +$8.15M +586,799 +4%
Invesco
3
Invesco
Georgia
$139M -$13.4M -965,826 -9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$119M +$41.9M +3,013,971 +58%
State Street
5
State Street
Massachusetts
$99.6M -$2.9M -208,555 -3%
Deutsche Bank
6
Deutsche Bank
Germany
$82.9M +$154K +11,123 +0.2%
MAC
7
Monarch Alternative Capital
New York
$77M +$22.5M +1,617,882 +44%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$71.6M +$26.1M +1,880,676 +62%
Principal Financial Group
9
Principal Financial Group
Iowa
$66.9M +$438K +31,519 +0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$57.7M +$2.11M +152,175 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$46.1M -$781K -56,248 -2%
AllianceBernstein
12
AllianceBernstein
Tennessee
$45M +$7.4M +532,640 +21%
N
13
Nuveen
North Carolina
$43.9M +$9.27M +667,235 +28%
CIM
14
Centersquare Investment Management
Pennsylvania
$42.2M -$22.9M -1,649,083 -36%
Millennium Management
15
Millennium Management
New York
$41.3M +$24.1M +1,733,088 +157%
Citadel Advisors
16
Citadel Advisors
Florida
$40M +$32.8M +2,363,697 +618%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$37.9M +$226K +16,252 +0.6%
Northern Trust
18
Northern Trust
Illinois
$36.6M -$1.12M -80,301 -3%
Charles Schwab
19
Charles Schwab
California
$34.9M +$749K +53,910 +2%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$34.6M +$14.2M +1,021,505 +75%
Norges Bank
21
Norges Bank
Norway
$32.7M -$8.1M -583,319 -21%
ACI
22
AMP Capital Investors
Australia
$25.6M -$700K -50,415 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$21.1M +$39.7K +2,856 +0.2%
SFM
24
Systematic Financial Management
New Jersey
$19.8M +$972K +69,997 +5%
Goldman Sachs
25
Goldman Sachs
New York
$18.9M +$6.59M +474,643 +58%

APLE Hedge Fund Activity: Q1 2021 in Review

253 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2021, worth a combined $2.36B — up 16% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APLE positions and 28 closed out — a net gain of 11 holders — while 88 added to existing stakes and 85 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $41.9M. The largest seller was Prudential Financial, cutting an estimated $71.4M.

  • 253 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2021, up from 247 in Q4 2020.
  • Funds reported $2.36B of Apple Hospitality REIT stock for Q1 2021, up 16% quarter-over-quarter.
  • 39 funds opened new Apple Hospitality REIT positions in Q1 2021 and 28 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2021 was T. Rowe Price Associates, an estimated $41.9M added.
  • The largest Apple Hospitality REIT seller in Q1 2021 was Prudential Financial, an estimated $71.4M sold.

Based on aggregated 13F filings for Q1 2021.