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APTS

Preferred Apartment Communities, Inc.

Delisted

APTS was delisted on the 23rd of June, 2022.

172 hedge funds and large institutions have $210M invested in Preferred Apartment Communities, Inc. in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $635K | Put options by funds: $370K

59% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $194M → $210M (+$15.9M)

3% less funds holding

Funds holding: 177172 (-5)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
73
Reduced
46
Closed
27
Calls
$635K
Puts
$370K
Net Calls
+$265K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$35M -$432K -59,539 -1%
BlackRock
2
BlackRock
New York
$26.6M -$107K -14,698 -0.4%
LSV Asset Management
3
LSV Asset Management
Illinois
$13.7M -$805K -110,960 -6%
N
4
Nuveen
North Carolina
$11.6M -$832K -114,646 -7%
Goldman Sachs
5
Goldman Sachs
New York
$10.7M -$813 -112 -0%
Invesco
6
Invesco
Georgia
$8.18M +$1.53M +210,582 +24%
State Street
7
State Street
Massachusetts
$8.15M -$85.5K -11,777 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.17M +$203K +28,025 +4%
Northern Trust
9
Northern Trust
Illinois
$4.94M +$3.61K +498 +0.1%
Charles Schwab
10
Charles Schwab
California
$4.85M +$2.11M +290,656 +84%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.15M +$109K +15,046 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.15M +$204K +28,162 +7%
KIA
13
KCM Investment Advisors
California
$3.14M -$426K -58,690 -12%
Millennium Management
14
Millennium Management
New York
$3.13M -$485K -66,793 -14%
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$2.96M -$1.23M -169,556 -30%
LCM
16
LDR Capital Management
New York
$2.65M +$550K +75,741 +28%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.39M +$551K +75,941 +32%
CAN
18
Claraphi Advisory Network
United States
$2.31M +$1.17M +161,474 +113%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.28M +$189K +26,059 +10%
UBS Group
20
UBS Group
Switzerland
$1.87M +$781K +107,680 +78%
PAG
21
Private Advisory Group
Washington
$1.72M +$1.64M +225,876 New
Neuberger Berman Group
22
Neuberger Berman Group
New York
$1.66M -$411K -56,655 -21%
CS
23
Capital Square
Tennessee
$1.54M +$46.9K +6,463 +3%
Wells Fargo
24
Wells Fargo
California
$1.5M -$259K -35,683 -15%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.39M +$1.33M +183,400 New

APTS Hedge Fund Activity: Q2 2020 in Review

172 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Preferred Apartment Communities, Inc. (APTS) for Q2 2020, worth a combined $210M — up 8.2% from $194M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of APTS and 23 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 73 added.

The largest buyer was Charles Schwab, adding an estimated $2.11M. The largest seller was Hancock Whitney, exiting entirely with an estimated $1.52M sold.

  • 172 institutional investors held Preferred Apartment Communities, Inc. (APTS) as of Q2 2020, down from 177 in Q1 2020.
  • Funds reported $210M of Preferred Apartment Communities, Inc. stock for Q2 2020, up 8.2% quarter-over-quarter.
  • 23 funds opened new Preferred Apartment Communities, Inc. positions in Q2 2020 and 27 closed out, a net change of -4 holders.
  • The largest Preferred Apartment Communities, Inc. buyer in Q2 2020 was Charles Schwab, an estimated $2.11M added.
  • The largest Preferred Apartment Communities, Inc. seller in Q2 2020 was Hancock Whitney, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2020.