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ARI

Apollo Commercial Real Estate

252 hedge funds and large institutions have $1.54B invested in Apollo Commercial Real Estate in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

5% more funds holding

Funds holding: 241252 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.9% less ownership

Funds ownership: 74.03%69.13% (-4.9%)

10% less capital invested

Capital invested by funds: $1.72B → $1.54B (-$177M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $874K

Holders
252
Holders Change
+11
Holders Change %
+4.56%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
45
Increased
100
Reduced
59
Closed
32
Calls
Puts
$874K
Net Calls
-$874K
Net Calls Change
-$899K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Avestar Capital
New York
$17K
BWP
227
Baldwin Wealth Partners
Massachusetts
$17K
Simplex Trading
228
Simplex Trading
Illinois
$17K +$19.9K +1,079 New
Fidelity Investments
229
Fidelity Investments
Massachusetts
$13K +$3.58K +194 +31%
EWM
230
Edge Wealth Management
New York
$11K
FGC
231
Financial Gravity Companies
Texas
$11K +$11.1K +601 New
FHB
232
First Hawaiian Bank
Hawaii
$10K
First Manhattan
233
First Manhattan
New York
$9K
RCAG
234
Rehmann Capital Advisory Group
Michigan
$8.06K +$8.94K +484 New
AIC
235
Ameritas Investment Company
Nebraska
$8K +$8.7K +471 New
OC
236
Oakworth Capital
Alabama
$7K
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$7K
PA
238
Parallel Advisors
California
$6K +$4.15K +225 +153%
CAM
239
Cresset Asset Management
Illinois
$5K +$5.15K +279 New
DAM
240
Delta Asset Management
Tennessee
$5K +$5.54K +300 New
SIS
241
Sound Income Strategies
Florida
$3K
BCA
242
Berman Capital Advisors
Georgia
$3K +$3.88K +210 New
LC
243
Lindbrook Capital
California
$3K +$4.15K +225 New
CFA
244
Carroll Financial Associates
North Carolina
$2K -$2.77K -150 -50%
FFW
245
Fusion Family Wealth
New York
$2K
PFBT
246
Parkside Financial Bank & Trust
Missouri
$2K
MOS
247
MGO One Seven
Ohio
$2K +$3.16K +171 New
US Bancorp
248
US Bancorp
Minnesota
$1K -$3.36K -182 -79%
PCP
249
Proficio Capital Partners
Massachusetts
$1K +$37 +2 +4%
AIA
250
Alera Investment Advisors
Illinois
$1K +$868 +47 New

ARI Hedge Fund Activity: Q4 2018 in Review

252 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2018, worth a combined $1.54B — down 10% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ARI positions and 32 closed out — a net gain of 13 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Bessemer Group, adding an estimated $27.2M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $59.5M.

  • 252 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2018, up from 241 in Q3 2018.
  • Funds reported $1.54B of Apollo Commercial Real Estate stock for Q4 2018, down 10% quarter-over-quarter.
  • 45 funds opened new Apollo Commercial Real Estate positions in Q4 2018 and 32 closed out, a net change of +13 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2018 was Bessemer Group, an estimated $27.2M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2018 was Fuller & Thaler Asset Management, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2018.