Apple Hospitality REIT
APLE
273 hedge funds and large institutions have $2.74B invested in Apple Hospitality REIT in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 28 closing their positions.
139% more call options, than puts
Call options by funds: $3.9M | Put options by funds: $1.63M
36% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 28
2% more funds holding
Funds holding: 267 → 273 (+6)
5% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 95
1.24% less ownership
Funds ownership: 82.85% → 81.61% (-1.2%)
19% less capital invested
Capital invested by funds: $3.41B → $2.74B (-$663M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$42.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.3M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$19.9M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$18.8M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAC
Monarch Alternative Capital
New York
|
-$43.4M |
| 2 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$41.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$33.3M |
| 4 |
RIM
Rush Island Management
New York
|
-$24.7M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$18M |
APLE Hedge Fund Activity: Q2 2022 in Review
273 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2022, worth a combined $2.74B — down 19% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new APLE positions and 28 closed out — a net gain of 10 holders — while 100 added to existing stakes and 95 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $42.2M. The largest seller was Monarch Alternative Capital, exiting entirely with an estimated $43.4M sold.
- 273 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2022, up from 267 in Q1 2022.
- Funds reported $2.74B of Apple Hospitality REIT stock for Q2 2022, down 19% quarter-over-quarter.
- 38 funds opened new Apple Hospitality REIT positions in Q2 2022 and 28 closed out, a net change of +10 holders.
- The largest Apple Hospitality REIT buyer in Q2 2022 was Citadel Advisors, an estimated $42.2M added.
- The largest Apple Hospitality REIT seller in Q2 2022 was Monarch Alternative Capital, an estimated $43.4M sold.
Based on aggregated 13F filings for Q2 2022.