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ARI

Apollo Commercial Real Estate
ARI

248 hedge funds and large institutions have $747M invested in Apollo Commercial Real Estate in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 55.53% → 56.7% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 250 → 248 (-2)

89% less capital invested

Capital invested by funds: $6.74B → $747M (-$6B)

93% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $49.8M

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
84
Reduced
78
Closed
30
Calls
$3.44M
Puts
$49.8M
Net Calls
-$46.3M
Net Calls Change
-$8.14M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.97M
2
Millennium Management
Millennium Management
New York
+$3.58M
3
First Trust Advisors
First Trust Advisors
Illinois
+$2.87M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.22M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.85M
2
Morgan Stanley
Morgan Stanley
New York
-$2.07M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.51M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.5M
5
GCM
Graham Capital Management
Connecticut
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$1.86K – – –
SIS
227
Sound Income Strategies
Florida
$1.86K – – –
PFBT
228
Parkside Financial Bank & Trust
Missouri
$1.58K +$576 +52 +44%
PMEF
229
Point72 Middle East FZE
United Arab Emirates
$1.38K -$107K -9,657 -98%
BCWM
230
Bartlett & Co Wealth Management
Ohio
$1.21K – – –
HNB
231
Huntington National Bank
Ohio
$1.17K +$1.4K +126 New
WT
232
Whittier Trust
California
$1.11K – – –
BC
233
Bartlett & Co
Ohio
$1K – – –
BTI
234
Blue Trust Inc
Georgia
$1K – – –
CAM
235
ClariVest Asset Management
California
$1K – – –
CAL
236
Capital Advisors Ltd
Ohio
$1K +$1.13K +102 +176%
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$903 – – –
UB
238
UMB Bank
Missouri
$838 – – –
FHA
239
First Horizon Advisors
Tennessee
$773 – – –
FFA
240
Farther Finance Advisors
California
$717 – – –
AF
241
Allworth Financial
California
$643 +$764 +69 New
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$591 +$57.2K +5,169 +9%
2L
243
25 LLC
Missouri
$526 +$609 +55 New
AAP
244
Arax Advisory Partners
Colorado
$522 – – –
MHR
245
Matthew Hamilton Rosenberg
$466 – – –
ECM
246
Everence Capital Management
Indiana
$191 – – –
GWS
247
Glassman Wealth Services
Virginia
$177 – – –
Russell Investments Group
248
Russell Investments Group
United Kingdom
$130 +$155 +14 New
IAIM
249
International Assets Investment Management
Florida
– -$112K -90,450 Closed
Holocene Advisors
250
Holocene Advisors
New York
– -$934K -86,837 Closed
8 9
10
11 12

ARI Hedge Fund Activity: Q1 2023 in Review

248 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2023, worth a combined $747M — down 89% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARI positions and 30 closed out — a net gain of 2 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.97M. The largest seller was BlackRock, cutting an estimated $2.85M.

  • 248 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2023, down from 250 in Q4 2022.
  • Funds reported $747M of Apollo Commercial Real Estate stock for Q1 2023, down 89% quarter-over-quarter.
  • 32 funds opened new Apollo Commercial Real Estate positions in Q1 2023 and 30 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2023 was Vanguard Group, an estimated $3.97M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2023 was BlackRock, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2023.