We are live on ! Find out more
ARI

Apollo Commercial Real Estate

228 hedge funds and large institutions have $771M invested in Apollo Commercial Real Estate in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 54.61%53.71% (-0.9%)

5% less funds holding

Funds holding: 240228 (-12)

12% less capital invested

Capital invested by funds: $875M → $771M (-$104M)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

72% less call options, than puts

Call options by funds: $3.91M | Put options by funds: $13.8M

Holders
228
Holders Change
-12
Holders Change %
-5%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
76
Reduced
88
Closed
27
Calls
$3.91M
Puts
$13.8M
Net Calls
-$9.86M
Net Calls Change
+$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$3.72M -$74.6K -6,854 -2%
First Trust Advisors
27
First Trust Advisors
Illinois
$3.5M +$2.42M +222,216 +180%
UBS Group
28
UBS Group
Switzerland
$3.23M -$944K -86,707 -21%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.02M -$1.31M -120,132 -29%
Goldman Sachs
30
Goldman Sachs
New York
$3M -$6.49M -595,920 -67%
Swiss National Bank
31
Swiss National Bank
Switzerland
$2.99M +$32.7K +3,000 +1%
LPL Financial
32
LPL Financial
California
$2.8M +$142K +13,040 +5%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.58M -$30.1K -2,767 -1%
CS
34
Credit Suisse
Switzerland
$2.4M -$78.1K -7,171 -3%
AI
35
AXS Investments
New York
$2.38M +$2.55M +234,519 New
AAM
36
Advisors Asset Management
Colorado
$2.28M -$437K -40,120 -15%
Osaic Holdings
37
Osaic Holdings
Arizona
$2.27M +$1.08M +99,252 +79%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$2.22M -$21.8K -2,000 -0.9%
AllianceBernstein
39
AllianceBernstein
Tennessee
$2.08M
MFG
40
Merit Financial Group
Georgia
$1.99M -$1.19M -108,941 -36%
GCP
41
GSA Capital Partners
United Kingdom
$1.84M -$133K -12,189 -6%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.63M -$763K -70,083 -30%
BAMF
43
BI Asset Management Fondsmaeglerselskab
Denmark
$1.53M +$400K +36,776 +32%
UBS AM
44
UBS AM
Illinois
$1.53M -$228K -20,907 -12%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.52M -$167K -15,360 -9%
Wells Fargo
46
Wells Fargo
California
$1.5M -$549K -50,403 -25%
Barclays
47
Barclays
United Kingdom
$1.38M +$535K +49,124 +56%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$1.33M +$5.67K +521 +0.4%
Victory Capital Management
49
Victory Capital Management
Texas
$1.29M +$445K +40,911 +48%
CC
50
Claybrook Capital
Massachusetts
$1.23M

ARI Hedge Fund Activity: Q3 2023 in Review

228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2023, worth a combined $771M — down 12% from $875M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ARI and 17 opened new positions — a net loss of 10 holders — while 88 trimmed existing stakes and 76 added.

The largest buyer was Citadel Advisors, adding an estimated $4.09M. The largest seller was Goldman Sachs, cutting an estimated $6.49M.

  • 228 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2023, down from 240 in Q2 2023.
  • Funds reported $771M of Apollo Commercial Real Estate stock for Q3 2023, down 12% quarter-over-quarter.
  • 17 funds opened new Apollo Commercial Real Estate positions in Q3 2023 and 27 closed out, a net change of -10 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2023 was Citadel Advisors, an estimated $4.09M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2023 was Goldman Sachs, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2023.