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ARI

Apollo Commercial Real Estate
ARI

266 hedge funds and large institutions have $1.91B invested in Apollo Commercial Real Estate in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

37% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 70

9% more funds holding

Funds holding: 243 → 266 (+23)

0.61% more ownership

Funds ownership: 67.35% → 67.96% (+0.61%)

4% less capital invested

Capital invested by funds: $1.98B → $1.91B (-$73.8M)

97% less call options, than puts

Call options by funds: $403K | Put options by funds: $12.6M

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
266
Holders Change
+23
Holders Change %
+9.47%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
96
Reduced
70
Closed
19
Calls
$403K
Puts
$12.6M
Net Calls
-$12.2M
Net Calls Change
-$12.2M

Top Buyers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
+$20M
2
BlackRock
BlackRock
New York
+$14M
3
Invesco
Invesco
Georgia
+$8.42M
4
Goldman Sachs
Goldman Sachs
New York
+$7.13M
5
Morgan Stanley
Morgan Stanley
New York
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$29.2M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$19.9M
3
LSV Asset Management
LSV Asset Management
Illinois
-$7.39M
4
First Trust Advisors
First Trust Advisors
Illinois
-$7.32M
5
RA
Resource America
New York
-$5.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
226
Clearstead Trust
Maine
$24K +$7.27K +394 +43%
PI
227
PEAK6 Investments
Illinois
$23K +$23.2K +1,257 New
KPCM
228
Kings Point Capital Management
New York
$20K – – –
GDP
229
Great Diamond Partners
Maine
$20K +$21K +1,140 New
FGAM
230
Financial Gravity Asset Management
Texas
$18K -$148 -8 -23%
BWP
231
Baldwin Wealth Partners
Massachusetts
$18K – – –
GRP
232
Global Retirement Partners
California
$18K +$18.5K +1,000 New
Asset Management One
233
Asset Management One
Japan
$15K – – –
OPS
234
Orion Portfolio Solutions
Nebraska
$15K +$15.2K +823 New
AF
235
Advisornet Financial
Minnesota
$13K – – –
TRCT
236
Tower Research Capital (TRC)
New York
$13K +$8.77K +475 +199%
EWM
237
Edge Wealth Management
New York
$12K – – –
GT
238
Glenmede Trust
Pennsylvania
$12K +$3.51K +190 +39%
QT
239
Quantbot Technologies
New York
$12K +$12.9K +700 New
First Manhattan
240
First Manhattan
New York
$10K – – –
BCA
241
Berman Capital Advisors
Georgia
$10K +$166 +9 +2%
TWA
242
TCI Wealth Advisors
Arizona
$9K +$9.23K +500 New
GI
243
Gradient Investments
Minnesota
$8K +$8.49K +460 New
LC
244
Lindbrook Capital
California
$7K – – –
OC
245
Oakworth Capital
Alabama
$7K – – –
RCA
246
Ranch Capital Advisors
Florida
$7K +$7.38K +400 New
US Bancorp
247
US Bancorp
Minnesota
$6K -$7.79K -422 -58%
DAM
248
Delta Asset Management
Tennessee
$5K – – –
SIS
249
Sound Income Strategies
Florida
$4K – – –
GWS
250
Glassman Wealth Services
Virginia
$3K +$277 +15 +12%
8 9
10
11 12

ARI Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2019, worth a combined $1.91B — down 3.7% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ARI positions and 19 closed out — a net gain of 29 holders — while 96 added to existing stakes and 70 trimmed.

The largest buyer was Winton Group, adding an estimated $20M. The largest seller was Bessemer Group, cutting an estimated $29.2M.

  • 266 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2019, up from 243 in Q3 2019.
  • Funds reported $1.91B of Apollo Commercial Real Estate stock for Q4 2019, down 3.7% quarter-over-quarter.
  • 48 funds opened new Apollo Commercial Real Estate positions in Q4 2019 and 19 closed out, a net change of +29 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2019 was Winton Group, an estimated $20M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2019 was Bessemer Group, an estimated $29.2M sold.

Based on aggregated 13F filings for Q4 2019.