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ARI

Apollo Commercial Real Estate
ARI

196 hedge funds and large institutions have $880M invested in Apollo Commercial Real Estate in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.09M

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

13% more capital invested

Capital invested by funds: $777M → $880M (+$103M)

9% more funds holding

Funds holding: 180 → 196 (+16)

1.29% less ownership

Funds ownership: 59.2% → 57.91% (-1.3%)

Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
67
Reduced
58
Closed
20
Calls
$2.54M
Puts
$1.09M
Net Calls
+$1.46M
Net Calls Change
+$661K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$15.8M
2
N
Nuveen
North Carolina
+$14.2M
3
AMH
Apollo Management Holdings
New York
+$11.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.95M
5
BFA
BlackRock Fund Advisors
California
+$9.85M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$30.2M
2
IG
ING Group
Netherlands
-$8.3M
3
Barclays
Barclays
United Kingdom
-$6.25M
4
American Century Companies
American Century Companies
Missouri
-$3.65M
5
AG
Aperio Group
California
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
26
Opus Capital Group
Ohio
$6.71M +$2.11M +125,642 +45%
AAMU
27
AEGON Asset Management (UK)
United Kingdom
$6.65M -$66.8K -3,977 -1%
WFI
28
West Family Investments
California
$6.47M – – –
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$6.31M +$6.38M +379,860 New
AFG
30
American Financial Group
Ohio
$6.24M – – –
Prudential Financial
31
Prudential Financial
New Jersey
$6.1M – – –
Citigroup
32
Citigroup
New York
$5.65M +$233K +13,857 +4%
CC
33
Cipher Capital
New York
$5.17M -$89.7K -5,341 -2%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$5.09M -$95.7K -5,700 -2%
BIM
35
BlackRock Investment Management
Delaware
$4.96M -$35.3K -2,105 -0.7%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$4.74M +$4.53M +270,000 +4,249%
Invesco
37
Invesco
Georgia
$4.71M +$681K +40,563 +17%
Charles Schwab
38
Charles Schwab
California
$4.65M -$98.3K -5,858 -2%
VanEck Associates
39
VanEck Associates
New York
$4.64M +$1.15M +68,785 +33%
Marshall Wace
40
Marshall Wace
United Kingdom
$4.42M +$4.47M +266,130 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.05M +$802K +47,749 +24%
Deutsche Bank
42
Deutsche Bank
Germany
$3.9M -$2.91M -173,396 -42%
Nomura Holdings
43
Nomura Holdings
Japan
$3.64M +$3.68M +219,123 New
OAM
44
Orinda Asset Management
California
$3.6M -$1.52M -90,580 -29%
MIM
45
Monashee Investment Management
Massachusetts
$3.32M +$3.36M +200,000 New
Goldman Sachs
46
Goldman Sachs
New York
$3.13M -$3.21M -190,986 -50%
KCM
47
Kennedy Capital Management
Missouri
$3.11M -$204K -12,138 -6%
CAM
48
ClariVest Asset Management
California
$3.08M +$1.33M +79,500 +75%
Bessemer Group
49
Bessemer Group
New Jersey
$3.06M +$70.6K +4,206 +2%
TA
50
Teachers Advisors
New York
$2.86M +$136K +8,095 +5%
1
2
3 4 5

ARI Hedge Fund Activity: Q4 2016 in Review

196 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2016, worth a combined $880M — up 13% from $777M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ARI positions and 20 closed out — a net gain of 19 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was UBS Group, adding an estimated $15.8M. The largest seller was Blackstone Inc, exiting entirely with an estimated $30.2M sold.

  • 196 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2016, up from 180 in Q3 2016.
  • Funds reported $880M of Apollo Commercial Real Estate stock for Q4 2016, up 13% quarter-over-quarter.
  • 39 funds opened new Apollo Commercial Real Estate positions in Q4 2016 and 20 closed out, a net change of +19 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2016 was UBS Group, an estimated $15.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2016 was Blackstone Inc, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2016.