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ARI

Apollo Commercial Real Estate

248 hedge funds and large institutions have $747M invested in Apollo Commercial Real Estate in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 55.53%56.7% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 250248 (-2)

89% less capital invested

Capital invested by funds: $6.74B → $747M (-$6B)

93% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $49.8M

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
84
Reduced
78
Closed
30
Calls
$3.44M
Puts
$49.8M
Net Calls
-$46.3M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$3.56M -$85.2K -7,693 -2%
N
27
Nuveen
North Carolina
$3.45M -$460K -41,538 -10%
UBS Group
28
UBS Group
Switzerland
$3.37M +$2.03M +183,586 +103%
NIG
29
NFJ Investment Group
Texas
$2.93M -$5.51K -498 -0.2%
FAIM
30
Financial Advocates Investment Management
Washington
$2.86M +$78.3K +7,069 +2%
First Trust Advisors
31
First Trust Advisors
Illinois
$2.79M +$2.87M +259,298 +639%
AAM
32
Advisors Asset Management
Colorado
$2.74M -$175K -15,817 -5%
Swiss National Bank
33
Swiss National Bank
Switzerland
$2.68M -$377K -34,100 -11%
LPL Financial
34
LPL Financial
California
$2.55M +$67.8K +6,122 +2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.41M +$159K +14,387 +6%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$2.16M +$42.1K +3,800 +2%
Citadel Advisors
37
Citadel Advisors
Florida
$2.13M +$93.3K +8,425 +4%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.13M -$74.6K -6,743 -3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.99M +$2.12M +191,505 +853%
CS
40
Credit Suisse
Switzerland
$1.92M +$103K +9,285 +5%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.91M -$211K -19,090 -9%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$1.82M +$1.68M +151,705 +344%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$1.73M +$565K +51,072 +38%
ECM
44
ExodusPoint Capital Management
New York
$1.67M +$1.85M +166,972 +1,367%
UBS AM
45
UBS AM
Illinois
$1.6M -$74.8K -6,758 -4%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.58M -$29.3K -2,651 -2%
BI
47
Bramshill Investments
Florida
$1.53M +$30.4K +2,747 +2%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$1.52M +$1.7M +153,468 +1,493%
RBC
49
Roble Belko & Company
Pennsylvania
$1.46M +$42K +3,792 +2%
COPPSERS
50
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.28M -$9.1K -822 -0.6%

ARI Hedge Fund Activity: Q1 2023 in Review

248 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2023, worth a combined $747M — down 89% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARI positions and 30 closed out — a net gain of 2 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.97M. The largest seller was BlackRock, cutting an estimated $2.85M.

  • 248 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2023, down from 250 in Q4 2022.
  • Funds reported $747M of Apollo Commercial Real Estate stock for Q1 2023, down 89% quarter-over-quarter.
  • 32 funds opened new Apollo Commercial Real Estate positions in Q1 2023 and 30 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2023 was Vanguard Group, an estimated $3.97M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2023 was BlackRock, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2023.