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Apple Hospitality REIT

249 hedge funds and large institutions have $2.92B invested in Apple Hospitality REIT in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more call options, than puts

Call options by funds: $6.62M | Put options by funds: $1.03M

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

3% more funds holding

Funds holding: 241249 (+8)

6% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 80

1% more capital invested

Capital invested by funds: $2.89B → $2.92B (+$29.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.02% less ownership

Funds ownership: 80.46%79.44% (-1%)

Holders
249
Holders Change
+8
Holders Change %
+3.32%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
85
Reduced
80
Closed
26
Calls
$6.62M
Puts
$1.03M
Net Calls
+$5.59M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$530M +$22.4M +1,414,309 +5%
BlackRock
2
BlackRock
New York
$339M +$16.5M +1,040,710 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$152M +$7.51M +474,822 +5%
Victory Capital Management
4
Victory Capital Management
Texas
$152M +$19.9M +1,260,398 +15%
State Street
5
State Street
Massachusetts
$146M +$9.02M +570,210 +7%
Principal Financial Group
6
Principal Financial Group
Iowa
$103M +$5.49M +347,057 +6%
JP Morgan Chase
7
JP Morgan Chase
New York
$102M +$26.8M +1,692,032 +36%
MAC
8
Monarch Alternative Capital
New York
$85.4M
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$72M +$29.3M +1,851,015 +71%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$68.5M -$19.2K -1,216 -0%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$66M +$8.65M +546,893 +15%
AllianceBernstein
12
AllianceBernstein
Tennessee
$56.9M -$2.84M -179,565 -5%
Charles Schwab
13
Charles Schwab
California
$52.7M +$6.89M +435,335 +15%
Blackstone Inc
14
Blackstone Inc
New York
$51.2M +$39.5M +2,494,600 +370%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$50.7M -$496K -31,377 -1%
RIM
16
Rush Island Management
New York
$47.6M +$7.82M +494,460 +20%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$47.4M -$25.3M -1,597,201 -35%
Northern Trust
18
Northern Trust
Illinois
$43.6M +$209K +13,203 +0.5%
Prudential Financial
19
Prudential Financial
New Jersey
$40.9M +$14.6M +920,664 +57%
Norges Bank
20
Norges Bank
Norway
$33.3M -$1.69M -106,570 -5%
SFM
21
Systematic Financial Management
New Jersey
$25.6M -$548K -34,635 -2%
N
22
Nuveen
North Carolina
$25.6M -$15.4M -972,149 -38%
KSCM
23
King Street Capital Management
New York
$24.7M
Legal & General Group
24
Legal & General Group
United Kingdom
$23.1M +$325K +20,572 +1%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$23M +$2.23M +141,087 +11%

APLE Hedge Fund Activity: Q4 2021 in Review

249 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2021, worth a combined $2.92B — up 1% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APLE positions and 26 closed out — a net gain of 10 holders — while 85 added to existing stakes and 80 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $39.5M. The largest seller was Invesco, cutting an estimated $104M.

  • 249 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2021, up from 241 in Q3 2021.
  • Funds reported $2.92B of Apple Hospitality REIT stock for Q4 2021, up 1% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q4 2021 and 26 closed out, a net change of +10 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2021 was Blackstone Inc, an estimated $39.5M added.
  • The largest Apple Hospitality REIT seller in Q4 2021 was Invesco, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2021.