We are live on ! Find out more
ARI

Apollo Commercial Real Estate

161 hedge funds and large institutions have $709M invested in Apollo Commercial Real Estate in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

168% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 28

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more capital invested

Capital invested by funds: $526M → $709M (+$183M)

13% more funds holding

Funds holding: 142161 (+19)

4.02% more ownership

Funds ownership: 68.62%72.63% (+4%)

25% less call options, than puts

Call options by funds: $74K | Put options by funds: $99K

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
4.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
75
Reduced
28
Closed
10
Calls
$74K
Puts
$99K
Net Calls
-$25K
Net Calls Change
+$2.55M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Aperio Group
California
$7.13M -$501K -29,775 -7%
RCAMU
27
Rothschild & Co Asset Management US
Connecticut
$6.77M +$586K +34,805 +10%
Bank of America
28
Bank of America
North Carolina
$6.66M +$391K +23,258 +6%
WFI
29
West Family Investments
California
$6.63M -$119K -7,099 -2%
YMRC
30
Yorktown Management & Research Company
Virginia
$5.96M +$2.64M +157,000 +83%
AAMU
31
AEGON Asset Management (UK)
United Kingdom
$5.8M +$1.27M +75,600 +29%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$5.41M
CGC
33
Cloud Gate Capital
Illinois
$5.06M +$2.64M +156,848 +114%
TFMS
34
Trust & Fiduciary Management Services
Massachusetts
$4.92M -$26.2K -1,556 -0.5%
GC
35
Guggenheim Capital
Illinois
$4.85M +$534K +31,702 +13%
Morgan Stanley
36
Morgan Stanley
New York
$4.53M +$3.09M +183,823 +231%
Prudential Financial
37
Prudential Financial
New Jersey
$4.33M +$3.47M +206,280 +449%
Lazard Asset Management
38
Lazard Asset Management
New York
$4.26M +$252K +15,000 +6%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$4.23M +$600K +35,640 +17%
AI
40
Analytic Investors
California
$3.88M +$186K +11,059 +5%
TCIM
41
TIAA CREF Investment Management
New York
$3.77M +$515K +30,570 +16%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$3.7M +$949K +56,400 +36%
OCG
43
Opus Capital Group
Ohio
$3.67M -$786K -46,705 -18%
Marshall Wace
44
Marshall Wace
United Kingdom
$3.5M +$3.43M +203,645 New
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$3.47M +$602K +35,749 +22%
BIM
46
BlackRock Investment Management
Delaware
$3.33M +$641K +38,068 +24%
CPS
47
Counsel Portfolio Services
Ontario, Canada
$3.17M -$11.8K -700 -0.4%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$2.8M
MAA
49
Managed Account Advisors
New Jersey
$2.78M +$658K +39,087 +32%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.61M +$312K +18,547 +14%

ARI Hedge Fund Activity: Q1 2015 in Review

161 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2015, worth a combined $709M — up 35% from $526M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARI positions and 10 closed out — a net gain of 20 holders — while 75 added to existing stakes and 28 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $17.9M. The largest seller was Millennium Management, exiting entirely with an estimated $11.9M sold.

  • 161 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2015, up from 142 in Q4 2014.
  • Funds reported $709M of Apollo Commercial Real Estate stock for Q1 2015, up 35% quarter-over-quarter.
  • 30 funds opened new Apollo Commercial Real Estate positions in Q1 2015 and 10 closed out, a net change of +20 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2015 was EJF Capital, an estimated $17.9M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2015 was Millennium Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2015.