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ARI

Apollo Commercial Real Estate

228 hedge funds and large institutions have $771M invested in Apollo Commercial Real Estate in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 54.61%53.71% (-0.9%)

5% less funds holding

Funds holding: 240228 (-12)

12% less capital invested

Capital invested by funds: $875M → $771M (-$104M)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

72% less call options, than puts

Call options by funds: $3.91M | Put options by funds: $13.8M

Holders
228
Holders Change
-12
Holders Change %
-5%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
76
Reduced
88
Closed
27
Calls
$3.91M
Puts
$13.8M
Net Calls
-$9.86M
Net Calls Change
+$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
226
Glassman Wealth Services
Virginia
$192
HNB
227
Huntington National Bank
Ohio
$10 -$1.49K -137 -99%
NIG
228
NFJ Investment Group
Texas
-$3.56M -314,453 Closed
ECM
229
ExodusPoint Capital Management
New York
-$1.7M -150,316 Closed
RBC
230
Roble Belko & Company
Pennsylvania
-$1.6M -146,806 -100%
Jennison Associates
231
Jennison Associates
New York
-$1.53M -135,184 Closed
Franklin Resources
232
Franklin Resources
California
-$795K -70,213 Closed
AWM
233
AE Wealth Management
Kansas
-$661K -58,377 Closed
CWA
234
Carolina Wealth Advisors
South Carolina
-$545K -48,145 Closed
EGM
235
Engineers Gate Manager
New York
-$455K -40,236 Closed
AWM
236
Apollon Wealth Management
South Carolina
-$435K -38,447 Closed
JF
237
Jump Financial
Illinois
-$357K -31,497 Closed
Mitsubishi UFJ Trust & Banking
238
Mitsubishi UFJ Trust & Banking
Japan
-$255K -22,558 Closed
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
-$255K -22,499 Closed
KWA
240
Kingswood Wealth Advisors
California
-$220K -19,424 Closed
GCM
241
Graham Capital Management
Connecticut
-$198K -17,454 Closed
Lazard Asset Management
242
Lazard Asset Management
New York
-$163K -14,469 Closed
Wolverine Trading
243
Wolverine Trading
Illinois
-$119K -10,565 Closed
Belvedere Trading
244
Belvedere Trading
Illinois
-$54.9K -4,853 Closed
AW
245
Avion Wealth
Texas
-$52K -4,612 Closed
HS
246
Horan Securities
United States
-$49.8K -4,401 Closed
TFA
247
Toth Financial Advisory
Virginia
-$35.1K -3,100 Closed
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
-$16.6K -1,467 Closed
CT
249
Clearstead Trust
Maine
-$8.58K -922 Closed
VF
250
VitalStone Financial
Texas
-$6K -660 Closed

ARI Hedge Fund Activity: Q3 2023 in Review

228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2023, worth a combined $771M — down 12% from $875M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ARI and 17 opened new positions — a net loss of 10 holders — while 88 trimmed existing stakes and 76 added.

The largest buyer was Citadel Advisors, adding an estimated $4.09M. The largest seller was Goldman Sachs, cutting an estimated $6.49M.

  • 228 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2023, down from 240 in Q2 2023.
  • Funds reported $771M of Apollo Commercial Real Estate stock for Q3 2023, down 12% quarter-over-quarter.
  • 17 funds opened new Apollo Commercial Real Estate positions in Q3 2023 and 27 closed out, a net change of -10 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2023 was Citadel Advisors, an estimated $4.09M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2023 was Goldman Sachs, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2023.