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Apple Hospitality REIT

267 hedge funds and large institutions have $3.37B invested in Apple Hospitality REIT in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

638% more call options, than puts

Call options by funds: $6.09M | Put options by funds: $825K

80% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $2.92B → $3.37B (+$448M)

7% more funds holding

Funds holding: 249267 (+18)

3.41% more ownership

Funds ownership: 79.44%82.85% (+3.4%)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
267
Holders Change
+18
Holders Change %
+7.23%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
89
Reduced
91
Closed
25
Calls
$6.09M
Puts
$825K
Net Calls
+$5.26M
Net Calls Change
-$329K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$598M +$7.74M +452,722 +1%
BlackRock
2
BlackRock
New York
$355M -$21.1M -1,232,337 -6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$274M +$99.2M +5,798,059 +61%
State Street
4
State Street
Massachusetts
$187M +$22.8M +1,331,707 +15%
Victory Capital Management
5
Victory Capital Management
Texas
$158M -$10.8M -629,851 -7%
Principal Financial Group
6
Principal Financial Group
Iowa
$123M +$8.72M +509,994 +8%
JP Morgan Chase
7
JP Morgan Chase
New York
$122M +$7.95M +465,035 +7%
Charles Schwab
8
Charles Schwab
California
$80.5M +$20.8M +1,215,575 +37%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$80.5M +$349K +20,427 +0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$77.4M +$1.16M +67,581 +2%
Deutsche Bank
11
Deutsche Bank
Germany
$63.5M +$50.3M +2,941,089 +497%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$61M +$7.76M +453,420 +15%
Blackstone Inc
13
Blackstone Inc
New York
$57M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$55.5M -$887K -51,844 -2%
Northern Trust
15
Northern Trust
Illinois
$53.3M +$4.54M +265,144 +10%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$53.3M -$19.2M -1,122,859 -27%
PCM
17
PAR Capital Management
Massachusetts
$50.2M +$44.3M +2,587,930 +1,246%
AllianceBernstein
18
AllianceBernstein
Tennessee
$43.8M -$18.5M -1,081,221 -31%
MAC
19
Monarch Alternative Capital
New York
$43.4M -$49.1M -2,867,900 -54%
Ameriprise
20
Ameriprise
Minnesota
$41.6M +$16M +934,934 +67%
CIM
21
Centersquare Investment Management
Pennsylvania
$36.5M +$15M +878,930 +76%
Norges Bank
22
Norges Bank
Norway
$36.3M -$794K -46,396 -2%
Goldman Sachs
23
Goldman Sachs
New York
$35M +$12.6M +738,846 +61%
Millennium Management
24
Millennium Management
New York
$31M +$13M +759,939 +79%
SFM
25
Systematic Financial Management
New Jersey
$28M -$426K -24,894 -2%

APLE Hedge Fund Activity: Q1 2022 in Review

267 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2022, worth a combined $3.37B — up 15% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new APLE positions and 25 closed out — a net gain of 20 holders — while 89 added to existing stakes and 91 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $99.2M. The largest seller was Monarch Alternative Capital, cutting an estimated $49.1M.

  • 267 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2022, up from 249 in Q4 2021.
  • Funds reported $3.37B of Apple Hospitality REIT stock for Q1 2022, up 15% quarter-over-quarter.
  • 45 funds opened new Apple Hospitality REIT positions in Q1 2022 and 25 closed out, a net change of +20 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2022 was T. Rowe Price Associates, an estimated $99.2M added.
  • The largest Apple Hospitality REIT seller in Q1 2022 was Monarch Alternative Capital, an estimated $49.1M sold.

Based on aggregated 13F filings for Q1 2022.