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ARI

Apollo Commercial Real Estate
ARI

144 hedge funds and large institutions have $519M invested in Apollo Commercial Real Estate in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

26% more capital invested

Capital invested by funds: $413M → $519M (+$106M)

12% more funds holding

Funds holding: 129 → 144 (+15)

2.02% more ownership

Funds ownership: 66.94% → 68.97% (+2%)

Holders
144
Holders Change
+15
Holders Change %
+11.63%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
23
Increased
71
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$21.3M
2
Millennium Management
Millennium Management
New York
+$15.5M
3
N
Nuveen
North Carolina
+$14.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$8.06M
5
WCM
Wesley Capital Management
New York
+$6.86M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$16.6M
2
MCM
Moore Capital Management
New York
-$2.86M
3
WBC
Westpac Banking Corp
Australia
-$1.79M
4
DIA
Dean Investment Associates
Ohio
-$1.13M
5
OCG
Opus Capital Group
Ohio
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$4.09M +$133K +7,946 +3%
Lazard Asset Management
27
Lazard Asset Management
New York
$3.85M +$1.6M +96,021 +70%
AI
28
Analytic Investors
California
$3.65M +$2.78M +166,766 +305%
AAMU
29
AEGON Asset Management (UK)
United Kingdom
$3.62M – – –
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.44M +$492K +29,483 +16%
TCIM
31
TIAA CREF Investment Management
New York
$3.41M +$601K +35,967 +21%
Deutsche Bank
32
Deutsche Bank
Germany
$3.26M +$1.56M +93,349 +89%
Barclays
33
Barclays
United Kingdom
$3.23M -$13.1K -787 -0.4%
Bank of America
34
Bank of America
North Carolina
$3.17M +$193K +11,554 +6%
YMRC
35
Yorktown Management & Research Company
Virginia
$3.13M +$2.17M +130,000 +217%
Morgan Stanley
36
Morgan Stanley
New York
$2.79M +$1.54M +92,235 +120%
GC
37
Guggenheim Capital
Illinois
$2.65M -$523K -31,298 -16%
BIM
38
BlackRock Investment Management
Delaware
$2.54M +$398K +23,818 +18%
RFC
39
Russell Frank Company
Washington
$2.38M -$303K -18,137 -11%
ECM
40
EII Capital Management
New York
$2.3M +$850K +50,900 +57%
WCM
41
Wesley Capital Management
New York
$2.3M +$6.86M +410,600 New
DCM
42
Dupont Capital Management
Delaware
$2.19M – – –
Wells Fargo
43
Wells Fargo
California
$2.16M +$96.6K +5,786 +5%
Charles Schwab
44
Charles Schwab
California
$2.04M +$381K +22,806 +23%
PPA
45
Parametric Portfolio Associates
Washington
$1.97M +$132K +7,904 +7%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$1.86M +$1.88M +112,683 New
Citigroup
47
Citigroup
New York
$1.8M -$97.3K -5,824 -5%
SAM
48
Shell Asset Management
Netherlands
$1.79M +$1.24M +74,291 +218%
PP
49
PDT Partners
New York
$1.78M +$1.8M +107,858 New
KCM
50
KeyPoint Capital Management
Texas
$1.65M +$1.67M +100,000 New
1
2
3 4 5

ARI Hedge Fund Activity: Q2 2014 in Review

144 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q2 2014, worth a combined $519M — up 26% from $413M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARI positions and 8 closed out — a net gain of 15 holders — while 71 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.3M. The largest seller was Schroder Investment Management Group, cutting an estimated $16.6M.

  • 144 institutional investors held Apollo Commercial Real Estate (ARI) as of Q2 2014, up from 129 in Q1 2014.
  • Funds reported $519M of Apollo Commercial Real Estate stock for Q2 2014, up 26% quarter-over-quarter.
  • 23 funds opened new Apollo Commercial Real Estate positions in Q2 2014 and 8 closed out, a net change of +15 holders.
  • The largest Apollo Commercial Real Estate buyer in Q2 2014 was JP Morgan Chase, an estimated $21.3M added.
  • The largest Apollo Commercial Real Estate seller in Q2 2014 was Schroder Investment Management Group, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2014.