ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

237 hedge funds and large institutions have $855M invested in Apollo Commercial Real Estate in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+6
Holders Change %
+2.6%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
69
Reduced
82
Closed
23
Calls
$3.95M
Puts
$7.62M
Net Calls
-$3.67M
Net Calls Change
+$5.65M

Top Buyers

1
GLA
1
Great Lakes Advisors
Illinois
$4.33M
2
State Street
2
State Street
Massachusetts
$60.2M
3
KAS
3
Kestra Advisory Services
Texas
$1.17M
4
Charles Schwab
4
Charles Schwab
California
$22.9M
5
Invesco
5
Invesco
Georgia
$20M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$5.59M
3
Norges Bank
3
Norges Bank
Norway
$9.37M
4
Barclays
4
Barclays
United Kingdom
$1.4M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$4.23M -$49.6K -4,456 -1%
Legal & General Group
27
Legal & General Group
United Kingdom
$4.13M +$62.3K +5,589 +2%
Prudential Financial
28
Prudential Financial
New Jersey
$3.82M -$124K -11,136 -3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.48M +$185K +16,565 +6%
LPL Financial
30
LPL Financial
California
$3.22M +$120K +10,809 +4%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.01M – – –
Swiss National Bank
32
Swiss National Bank
Switzerland
$2.95M – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.91M -$997K -89,470 -26%
CS
34
Credit Suisse
Switzerland
$2.88M – – –
Goldman Sachs
35
Goldman Sachs
New York
$2.69M -$475K -42,621 -15%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$2.31M -$127K -11,427 -5%
AI
37
AXS Investments
New York
$2.12M -$411K -36,885 -16%
AAM
38
Advisors Asset Management
Colorado
$2.07M -$106K -9,537 -5%
BAMF
39
BI Asset Management Fondsmaeglerselskab
Denmark
$2.04M +$352K +31,572 +21%
AllianceBernstein
40
AllianceBernstein
Tennessee
$1.91M -$322K -28,940 -14%
Victory Capital Management
41
Victory Capital Management
Texas
$1.84M +$475K +42,633 +35%
Wells Fargo
42
Wells Fargo
California
$1.79M +$83.2K +7,470 +5%
UBS AM
43
UBS AM
Illinois
$1.77M – – –
BAAM
44
Baker Avenue Asset Management
California
$1.75M +$25.3K +2,270 +1%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.5M -$88.3K -7,926 -6%
Barclays
46
Barclays
United Kingdom
$1.4M -$1.83M -164,469 -57%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.4M -$1.6M -143,729 -53%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.28M -$27.6K -2,475 -2%
TPSF
49
Texas Permanent School Fund
Texas
$1.27M +$23.6K +2,117 +2%
Canada Life
50
Canada Life
Manitoba, Canada
$1.23M +$74.9K +6,720 +6%
1
2
3 4 5