Apple Hospitality REIT
APLE
315 hedge funds and large institutions have $3.6B invested in Apple Hospitality REIT in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 117 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
112% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 25
13% more capital invested
Capital invested by funds: $3.17B → $3.6B (+$427M)
9% more funds holding
Funds holding: 288 → 315 (+27)
4.26% more ownership
Funds ownership: 90.35% → 94.61% (+4.3%)
12% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 117
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$84M |
| 2 |
Morgan Stanley
New York
|
+$45.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$37.1M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$32.9M |
| 5 |
Barclays
London,
United Kingdom
|
+$12.6M |
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
315 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2023, worth a combined $3.6B — up 13% from $3.17B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new APLE positions and 25 closed out — a net gain of 28 holders — while 103 added to existing stakes and 117 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $84M. The largest seller was Ameriprise, cutting an estimated $25.7M.
- 315 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2023, up from 288 in Q3 2023.
- Funds reported $3.6B of Apple Hospitality REIT stock for Q4 2023, up 13% quarter-over-quarter.
- 53 funds opened new Apple Hospitality REIT positions in Q4 2023 and 25 closed out, a net change of +28 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.