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ARI

Apollo Commercial Real Estate
ARI

115 hedge funds and large institutions have $340M invested in Apollo Commercial Real Estate in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.37% less ownership

Funds ownership: 60.8% → 60.43% (-0.37%)

5% less capital invested

Capital invested by funds: $356M → $340M (-$16.1M)

4% less funds holding

Funds holding: 120 → 115 (-5)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $11K

Holders
115
Holders Change
-5
Holders Change %
-4.17%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
46
Reduced
39
Closed
12
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
+$8K

Top Buyers

1
EC
EJF Capital
Virginia
+$12.6M
2
Morgan Stanley
Morgan Stanley
New York
+$4.26M
3
MCM
Moore Capital Management
New York
+$3.35M
4
BFA
BlackRock Fund Advisors
California
+$2.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$1.78M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$6.78M
2
CA
Commerzbank Aktiengesellschaft
Germany
-$3.9M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.41M
4
GC
Guggenheim Capital
Illinois
-$2.35M
5
YMRC
Yorktown Management & Research Company
Virginia
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
Moore Capital Management
New York
$3.28M +$3.35M +215,000 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.8M -$231K -14,826 -7%
TCIM
28
TIAA CREF Investment Management
New York
$2.69M -$29.3K -1,879 -1%
TFMS
29
Trust & Fiduciary Management Services
Massachusetts
$2.69M -$255K -16,330 -8%
GC
30
Guggenheim Capital
Illinois
$2.47M -$2.35M -150,498 -48%
TC
31
TFS Capital
Pennsylvania
$2.37M -$416K -26,660 -15%
N
32
Nuveen
North Carolina
$2.27M -$467K -29,928 -17%
DCM
33
Dupont Capital Management
Delaware
$2.1M -$1.01M -64,518 -32%
BIM
34
BlackRock Investment Management
Delaware
$2.05M +$97.2K +6,233 +5%
Wells Fargo
35
Wells Fargo
California
$1.78M -$490K -31,401 -21%
Deutsche Bank
36
Deutsche Bank
Germany
$1.47M -$1.62M -103,782 -52%
Charles Schwab
37
Charles Schwab
California
$1.38M +$181K +11,583 +15%
PAM
38
Panagora Asset Management
Massachusetts
$1.24M – – –
AWCI
39
Alpine Woods Capital Investors
New York
$1.22M -$344K -22,052 -22%
IIM
40
InView Investment Management
Illinois
$1.2M – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.13M -$215K -13,802 -16%
VanEck Associates
42
VanEck Associates
New York
$1.13M -$190K -12,178 -14%
RFC
43
Russell Frank Company
Washington
$1.09M +$26.6K +1,707 +2%
OAM
44
Orinda Asset Management
California
$1.08M -$10.9K -700 -1%
DCM
45
Dialectic Capital Management
Connecticut
$1.04M +$45.2K +2,900 +4%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.01M +$31.7K +2,035 +3%
AllianceBernstein
47
AllianceBernstein
Tennessee
$880K +$22.9K +1,470 +3%
TA
48
Teachers Advisors
New York
$832K +$48.5K +3,108 +6%
BEAM
49
Baker Ellis Asset Management
Washington
$818K +$26.5K +1,700 +3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$815K -$37.7K -2,420 -4%
1
2
3 4 5

ARI Hedge Fund Activity: Q3 2013 in Review

115 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2013, worth a combined $340M — down 4.5% from $356M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ARI and 8 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was EJF Capital, opening a new position worth an estimated $12.6M. The largest seller was Toronto Dominion Bank, exiting entirely with an estimated $6.78M sold.

  • 115 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2013, down from 120 in Q2 2013.
  • Funds reported $340M of Apollo Commercial Real Estate stock for Q3 2013, down 4.5% quarter-over-quarter.
  • 8 funds opened new Apollo Commercial Real Estate positions in Q3 2013 and 12 closed out, a net change of -4 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2013 was EJF Capital, an estimated $12.6M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2013 was Toronto Dominion Bank, an estimated $6.78M sold.

Based on aggregated 13F filings for Q3 2013.