Apple Hospitality REIT
APLE
316 hedge funds and large institutions have $3.56B invested in Apple Hospitality REIT in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 116 reducing their positions, and 25 closing their positions.
198% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $4.51M
116% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 25
12% more capital invested
Capital invested by funds: $3.17B → $3.56B (+$389M)
10% more funds holding
Funds holding: 288 → 316 (+28)
3.26% more ownership
Funds ownership: 90.35% → 93.61% (+3.3%)
10% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$84M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$37.1M |
| 3 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$32.9M |
| 4 |
Barclays
London,
United Kingdom
|
+$12.6M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.7M |
| 3 |
Renaissance Technologies
New York
|
-$9.28M |
| 4 |
JP Morgan Chase
New York
|
-$9M |
| 5 |
Millennium Management
New York
|
-$8.96M |
APLE Hedge Fund Activity: Q4 2023 in Review
316 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2023, worth a combined $3.56B — up 12% from $3.17B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new APLE positions and 25 closed out — a net gain of 29 holders — while 104 added to existing stakes and 116 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $84M. The largest seller was Ameriprise, cutting an estimated $25.7M.
- 316 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2023, up from 288 in Q3 2023.
- Funds reported $3.56B of Apple Hospitality REIT stock for Q4 2023, up 12% quarter-over-quarter.
- 54 funds opened new Apple Hospitality REIT positions in Q4 2023 and 25 closed out, a net change of +29 holders.
- The largest Apple Hospitality REIT buyer in Q4 2023 was Citadel Advisors, an estimated $84M added.
- The largest Apple Hospitality REIT seller in Q4 2023 was Ameriprise, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2023.