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ARI

Apollo Commercial Real Estate
ARI

129 hedge funds and large institutions have $413M invested in Apollo Commercial Real Estate in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $373M → $413M (+$40M)

5.07% more ownership

Funds ownership: 61.87% → 66.94% (+5.1%)

4% more funds holding

Funds holding: 124 → 129 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
52
Reduced
31
Closed
17
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$277K

Top Buyers

Rank Fund Capital Flow
1
GXMC
Global X Management Company
New York
+$8.25M
2
JP Morgan Chase
JP Morgan Chase
New York
+$7.75M
3
OCG
Opus Capital Group
Ohio
+$5.79M
4
Goldman Sachs
Goldman Sachs
New York
+$3.98M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
+$3.66M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$7.54M
2
CS
Credit Suisse
Switzerland
-$5.96M
3
WCM
Wesley Capital Management
New York
-$4.88M
4
DCM
Driehaus Capital Management
Illinois
-$3.84M
5
Morgan Stanley
Morgan Stanley
New York
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$3.19M -$245K -14,726 -7%
Bank of America
27
Bank of America
North Carolina
$3M -$1.37M -82,411 -31%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.98M -$19.7K -1,183 -0.7%
TCIM
29
TIAA CREF Investment Management
New York
$2.85M -$35.1K -2,110 -1%
RFC
30
Russell Frank Company
Washington
$2.7M +$2.38M +143,200 +742%
DIA
31
Dean Investment Associates
Ohio
$2.42M +$2.42M +145,340 New
AG
32
Aperio Group
California
$2.34M +$2.34M +140,649 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.3M +$1.18M +71,000 +106%
Lazard Asset Management
34
Lazard Asset Management
New York
$2.28M – – –
DCM
35
Dupont Capital Management
Delaware
$2.21M – – –
BIM
36
BlackRock Investment Management
Delaware
$2.17M -$7.14K -429 -0.3%
Wells Fargo
37
Wells Fargo
California
$2.08M +$199K +11,941 +11%
Citigroup
38
Citigroup
New York
$1.92M +$1.5M +89,933 +355%
PPA
39
Parametric Portfolio Associates
Washington
$1.85M +$926K +55,659 +100%
WBC
40
Westpac Banking Corp
Australia
$1.79M +$1.26M +75,600 +234%
Deutsche Bank
41
Deutsche Bank
Germany
$1.74M +$912K +54,832 +111%
Charles Schwab
42
Charles Schwab
California
$1.67M +$44.2K +2,656 +3%
OAM
43
Orinda Asset Management
California
$1.64M +$774K +46,500 +89%
ECM
44
EII Capital Management
New York
$1.48M -$1.07M -64,500 -42%
PAM
45
Panagora Asset Management
Massachusetts
$1.47M +$117K +7,043 +9%
CS
46
Credit Suisse
Switzerland
$1.46M -$5.96M -358,268 -80%
SCM
47
Sterling Capital Management
North Carolina
$1.43M +$1.04M +62,515 +265%
Morgan Stanley
48
Morgan Stanley
New York
$1.28M -$3.1M -186,235 -71%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.19M +$1.19M +71,800 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.17M +$29.5K +1,775 +3%
1
2
3 4 5

ARI Hedge Fund Activity: Q1 2014 in Review

129 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2014, worth a combined $413M — up 11% from $373M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARI positions and 17 closed out — a net gain of 6 holders — while 52 added to existing stakes and 31 trimmed.

The largest buyer was Global X Management Company, opening a new position worth an estimated $8.25M. The largest seller was EJF Capital, exiting entirely with an estimated $7.54M sold.

  • 129 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2014, up from 124 in Q4 2013.
  • Funds reported $413M of Apollo Commercial Real Estate stock for Q1 2014, up 11% quarter-over-quarter.
  • 23 funds opened new Apollo Commercial Real Estate positions in Q1 2014 and 17 closed out, a net change of +6 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2014 was Global X Management Company, an estimated $8.25M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2014 was EJF Capital, an estimated $7.54M sold.

Based on aggregated 13F filings for Q1 2014.