Apple Hospitality REIT
APLE
242 hedge funds and large institutions have $2.89B invested in Apple Hospitality REIT in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 25 closing their positions.
54% more call options, than puts
Call options by funds: $5.98M | Put options by funds: $3.88M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
28% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 25
5% more capital invested
Capital invested by funds: $2.75B → $2.89B (+$140M)
2% more funds holding
Funds holding: 237 → 242 (+5)
9% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 79
0.12% less ownership
Funds ownership: 80.61% → 80.49% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$53.1M |
| 2 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$45.5M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$19.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$13.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$47.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$42.9M |
| 3 |
Millennium Management
New York
|
-$13.1M |
| 4 |
BlackRock
New York
|
-$13M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$12.8M |
APLE Hedge Fund Activity: Q3 2021 in Review
242 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2021, worth a combined $2.89B — up 5.1% from $2.75B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new APLE positions and 25 closed out — a net gain of 7 holders — while 86 added to existing stakes and 79 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $53.1M. The largest seller was Invesco, cutting an estimated $47.5M.
- 242 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2021, up from 237 in Q2 2021.
- Funds reported $2.89B of Apple Hospitality REIT stock for Q3 2021, up 5.1% quarter-over-quarter.
- 32 funds opened new Apple Hospitality REIT positions in Q3 2021 and 25 closed out, a net change of +7 holders.
- The largest Apple Hospitality REIT buyer in Q3 2021 was JP Morgan Chase, an estimated $53.1M added.
- The largest Apple Hospitality REIT seller in Q3 2021 was Invesco, an estimated $47.5M sold.
Based on aggregated 13F filings for Q3 2021.