ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

249 hedge funds and large institutions have $779M invested in Apollo Commercial Real Estate in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-17
Holders Change %
-6.39%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
30
Increased
87
Reduced
91
Closed
43
Calls
$772K
Puts
$832K
Net Calls
-$60K
Net Calls Change
+$12.2M

Top Buyers

1
AMH
Apollo Management Holdings
New York
+$36.1M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.23M
3
Goldman Sachs
Goldman Sachs
New York
+$3.86M
4
State Street
State Street
Massachusetts
+$3.24M
5
Wells Fargo
Wells Fargo
California
+$2.64M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$22.4M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$14.2M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$3.46M
4
BlackRock
BlackRock
New York
-$3.32M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.9K +607 +5,058%
OIA
227
Optimum Investment Advisors
Illinois
$4K -$14.4K -1,800 -78%
First Manhattan
228
First Manhattan
New York
$4K – – –
PCM
229
Prelude Capital Management
New York
$3K -$39.1K -5,618 -93%
VCM
230
Versant Capital Management
Arizona
$3K -$9.17K -1,553 -75%
SWA
231
Sutton Wealth Advisors
Florida
$2.5K -$12.4K -1,676 -83%
BCA
232
Berman Capital Advisors
Georgia
$2K -$1.43K -236 -42%
TWA
233
TCI Wealth Advisors
Arizona
$2K -$1.68K -228 -46%
RCA
234
Ranch Capital Advisors
Florida
$2K – – –
DAM
235
Delta Asset Management
Tennessee
$2K – – –
GWS
236
Glassman Wealth Services
Virginia
$2K +$683 +71 +52%
BBHC
237
Brown Brothers Harriman & Co
New York
$2K +$2K +209 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
WT
239
Whittier Trust
California
$1K – – –
VCP
240
Verus Capital Partners
Arizona
$1K – – –
SIS
241
Sound Income Strategies
Florida
$1K – – –
CFA
242
Carroll Financial Associates
North Carolina
$1K – – –
SFSIG
243
San Francisco Sentry Investment Group
California
$1K +$1K +72 New
BC
244
Bartlett & Co
Ohio
$1K +$1K +125 New
BCWM
245
Bartlett & Co Wealth Management
Ohio
$978 – – –
TI
246
tru Independence
Oregon
$296 – – –
FGAM
247
Financial Gravity Asset Management
Texas
$226 +$23 +3 +11%
TD Asset Management
248
TD Asset Management
Ontario, Canada
– -$14.2M -776,500 Closed
Schroder Investment Management Group
249
Schroder Investment Management Group
United Kingdom
– -$2.83M -154,632 Closed
SS
250
Simplicity Solutions
Minnesota
– -$2.33M -127,313 Closed
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