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ARI

Apollo Commercial Real Estate

252 hedge funds and large institutions have $1.54B invested in Apollo Commercial Real Estate in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

5% more funds holding

Funds holding: 241252 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.9% less ownership

Funds ownership: 74.03%69.13% (-4.9%)

10% less capital invested

Capital invested by funds: $1.72B → $1.54B (-$177M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $874K

Holders
252
Holders Change
+11
Holders Change %
+4.56%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
45
Increased
100
Reduced
59
Closed
32
Calls
Puts
$874K
Net Calls
-$874K
Net Calls Change
-$899K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$10.9M -$50.7K -2,745 -0.4%
Charles Schwab
27
Charles Schwab
California
$10.6M +$70.2K +3,805 +0.6%
Nomura Holdings
28
Nomura Holdings
Japan
$9.56M +$620K +33,561 +6%
Prudential Financial
29
Prudential Financial
New Jersey
$9.26M -$47.3K -2,562 -0.5%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$8.33M +$5.8M +313,950 +169%
Goldman Sachs
31
Goldman Sachs
New York
$7.96M +$102K +5,520 +1%
PPA
32
Parametric Portfolio Associates
Washington
$7.02M +$502K +27,183 +7%
AFG
33
American Financial Group
Ohio
$6.25M
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$6.15M +$1.2M +65,200 +21%
VanEck Associates
35
VanEck Associates
New York
$5.94M +$131K +7,082 +2%
RA
36
Resource America
New York
$5.89M +$2.36M +128,051 +57%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$5.68M +$532K +28,822 +9%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$4.91M
RCAMU
39
Rothschild & Co Asset Management US
Connecticut
$4.87M +$138K +7,464 +3%
TA
40
Teachers Advisors
New York
$4.63M +$192K +10,423 +4%
Legal & General Group
41
Legal & General Group
United Kingdom
$4.6M +$84K +4,551 +2%
Capital Fund Management (CFM)
42
Capital Fund Management (CFM)
France
$4.14M +$558K +30,239 +14%
CAC
43
Certified Advisory Corp
Florida
$3.69M +$96.2K +5,210 +2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$3.5M +$73.7K +3,991 +2%
TCIM
45
TIAA CREF Investment Management
New York
$3.47M -$164K -8,873 -4%
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.26M +$48K +2,600 +1%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$3.22M +$80.4K +4,353 +2%
Barclays
48
Barclays
United Kingdom
$3.11M +$473K +25,596 +16%
ASRS
49
Arizona State Retirement System
Arizona
$2.88M +$199K +10,755 +7%
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.74M -$114K -6,170 -4%

ARI Hedge Fund Activity: Q4 2018 in Review

252 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2018, worth a combined $1.54B — down 10% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ARI positions and 32 closed out — a net gain of 13 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Bessemer Group, adding an estimated $27.2M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $59.5M.

  • 252 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2018, up from 241 in Q3 2018.
  • Funds reported $1.54B of Apollo Commercial Real Estate stock for Q4 2018, down 10% quarter-over-quarter.
  • 45 funds opened new Apollo Commercial Real Estate positions in Q4 2018 and 32 closed out, a net change of +13 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2018 was Bessemer Group, an estimated $27.2M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2018 was Fuller & Thaler Asset Management, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2018.