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ARI

Apollo Commercial Real Estate
ARI

243 hedge funds and large institutions have $1.88B invested in Apollo Commercial Real Estate in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 43 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 43

12% more capital invested

Capital invested by funds: $1.68B → $1.88B (+$202M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2.21% less ownership

Funds ownership: 68.74% → 66.53% (-2.2%)

2% less funds holding

Funds holding: 249 → 243 (-6)

Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
116
Reduced
43
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$67.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M
3
N
Nuveen
North Carolina
+$16.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$15.6M
5
State Street
State Street
Massachusetts
+$13.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$26.4M
2
APG Asset Management
APG Asset Management
Netherlands
-$21.2M
3
NSLI
Nan Shan Life Insurance
Taiwan
-$9.02M
4
Nomura Holdings
Nomura Holdings
Japan
-$8.56M
5
LSV Asset Management
LSV Asset Management
Illinois
-$5.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
226
Delta Asset Management
Tennessee
$6K – – –
Twin Tree Management
227
Twin Tree Management
Texas
$6K +$6.22K +334 New
NCM
228
Next Capital Management
New York
$5K +$5.27K +283 New
PCG
229
Private Capital Group
Connecticut
$4K -$18.3K -984 -84%
LC
230
Lindbrook Capital
California
$4K – – –
SIS
231
Sound Income Strategies
Florida
$4K – – –
CAW
232
Cornerstone Advisors (Washington)
Washington
$4K +$1.53K +82 +59%
FGAM
233
Financial Gravity Asset Management
Texas
$3K -$5.64K -303 -66%
TFO
234
Tarbox Family Office
California
$3K +$2.9K +156 New
FFW
235
Fusion Family Wealth
New York
$2K – – –
GWS
236
Glassman Wealth Services
Virginia
$2K – – –
PFBT
237
Parkside Financial Bank & Trust
Missouri
$2K – – –
JFA
238
JNBA Financial Advisors
Minnesota
$2K +$1.86K +100 New
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
LWM
240
Liberty Wealth Management
California
$1K +$1.04K +56 New
FCAS
241
First Command Advisory Services
Texas
$1K +$1.38K +74 New
GT
242
Glenmede Trust
Pennsylvania
$4 – – –
Nomura Holdings
243
Nomura Holdings
Japan
– -$8.56M -466,797 Closed
Capital Fund Management (CFM)
244
Capital Fund Management (CFM)
France
– -$3.75M -206,184 Closed
Canada Pension Plan Investment Board
245
Canada Pension Plan Investment Board
Ontario, Canada
– -$3.64M -200,000 Closed
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
– -$1.5K -82,569 Closed
IC
247
Iconiq Capital
California
– -$1.53M -81,832 Closed
Marshall Wace
248
Marshall Wace
United Kingdom
– -$989K -54,348 Closed
Holocene Advisors
249
Holocene Advisors
New York
– -$644K -35,394 Closed
ARTA
250
A.R.T. Advisors
New York
– -$584K -32,095 Closed
8 9
10
11 12

ARI Hedge Fund Activity: Q2 2019 in Review

243 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q2 2019, worth a combined $1.88B — up 12% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ARI and 34 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 116 added.

The largest buyer was BlackRock, adding an estimated $67.2M. The largest seller was Bessemer Group, cutting an estimated $26.4M.

  • 243 institutional investors held Apollo Commercial Real Estate (ARI) as of Q2 2019, down from 249 in Q1 2019.
  • Funds reported $1.88B of Apollo Commercial Real Estate stock for Q2 2019, up 12% quarter-over-quarter.
  • 34 funds opened new Apollo Commercial Real Estate positions in Q2 2019 and 36 closed out, a net change of -2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q2 2019 was BlackRock, an estimated $67.2M added.
  • The largest Apollo Commercial Real Estate seller in Q2 2019 was Bessemer Group, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2019.