Apple Hospitality REIT
APLE
293 hedge funds and large institutions have $2.88B invested in Apple Hospitality REIT in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 28 closing their positions.
61% more call options, than puts
Call options by funds: $2.97M | Put options by funds: $1.84M
57% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 28
35% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 89
11% more capital invested
Capital invested by funds: $2.59B → $2.88B (+$291M)
4% more funds holding
Funds holding: 282 → 293 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.68% less ownership
Funds ownership: 80.36% → 79.67% (-0.68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$22.3M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$21.9M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$17.4M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$15.9M |
| 5 |
BlackRock
New York
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$24.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$21.4M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$18.7M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$16.8M |
| 5 |
Millennium Management
New York
|
-$14.1M |
APLE Hedge Fund Activity: Q4 2022 in Review
293 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2022, worth a combined $2.88B — up 11% from $2.59B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new APLE positions and 28 closed out — a net gain of 16 holders — while 120 added to existing stakes and 89 trimmed.
The largest buyer was Prudential Financial, adding an estimated $22.3M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $24.8M.
- 293 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2022, up from 282 in Q3 2022.
- Funds reported $2.88B of Apple Hospitality REIT stock for Q4 2022, up 11% quarter-over-quarter.
- 44 funds opened new Apple Hospitality REIT positions in Q4 2022 and 28 closed out, a net change of +16 holders.
- The largest Apple Hospitality REIT buyer in Q4 2022 was Prudential Financial, an estimated $22.3M added.
- The largest Apple Hospitality REIT seller in Q4 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $24.8M sold.
Based on aggregated 13F filings for Q4 2022.