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ARI

Apollo Commercial Real Estate
ARI

124 hedge funds and large institutions have $373M invested in Apollo Commercial Real Estate in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $340M → $373M (+$32.8M)

8% more funds holding

Funds holding: 115 → 124 (+9)

1.44% more ownership

Funds ownership: 60.43% → 61.87% (+1.4%)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
44
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$10.8M
2
OCG
Opus Capital Group
Ohio
+$6.76M
3
Goldman Sachs
Goldman Sachs
New York
+$4.86M
4
DCM
Driehaus Capital Management
Illinois
+$3.84M
5
BIT
BlackRock Institutional Trust
California
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$5.55M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.62M
3
Morgan Stanley
Morgan Stanley
New York
-$4.05M
4
ECM
EII Capital Management
New York
-$3.29M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
51
ADAR Investment Management
New Jersey
$971K +$456K +28,156 +89%
AllianceBernstein
52
AllianceBernstein
Tennessee
$936K -$16 -1 -0%
TA
53
Teachers Advisors
New York
$926K +$40.2K +2,480 +5%
PPA
54
Parametric Portfolio Associates
Washington
$905K +$169K +10,401 +23%
BEAM
55
Baker Ellis Asset Management
Washington
$895K +$24.3K +1,500 +3%
AI
56
Analytic Investors
California
$886K +$884K +54,521 New
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$847K – – –
OAM
58
Orinda Asset Management
California
$845K -$266K -16,400 -24%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$813K -$53.5K -3,300 -6%
Deutsche Bank
60
Deutsche Bank
Germany
$803K -$763K -47,033 -49%
LSV Asset Management
61
LSV Asset Management
Illinois
$776K -$34K -2,100 -4%
TMC
62
Trellus Management Company
Florida
$732K – – –
MAA
63
Managed Account Advisors
New Jersey
$711K +$248K +15,318 +54%
Swiss National Bank
64
Swiss National Bank
Switzerland
$588K – – –
OC
65
Oppenheimer & Co
New York
$569K -$79.5K -4,904 -12%
SAM
66
Shell Asset Management
Netherlands
$557K +$89.6K +5,529 +19%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$546K +$98.6K +6,084 +22%
WBC
68
Westpac Banking Corp
Australia
$525K +$524K +32,300 New
AA
69
ALPS Advisors
Colorado
$524K +$246K +15,143 +94%
LPC
70
Loeb Partners Corp
New York
$487K – – –
NFA
71
Nationwide Fund Advisors
Ohio
$477K -$17.8K -1,098 -4%
Invesco
72
Invesco
Georgia
$447K +$44.2K +2,728 +11%
NCCM
73
Nine Chapters Capital Management
New Jersey
$437K +$436K +26,900 New
ACI
74
AMP Capital Investors
Australia
$431K +$428K +26,400 New
BA
75
BlackRock Advisors
Delaware
$429K +$39.8K +2,456 +10%
1 2
3
4 5

ARI Hedge Fund Activity: Q4 2013 in Review

124 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2013, worth a combined $373M — up 9.6% from $340M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ARI positions and 9 closed out — a net gain of 11 holders — while 44 added to existing stakes and 43 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $10.8M. The largest seller was EJF Capital, cutting an estimated $5.55M.

  • 124 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2013, up from 115 in Q3 2013.
  • Funds reported $373M of Apollo Commercial Real Estate stock for Q4 2013, up 9.6% quarter-over-quarter.
  • 20 funds opened new Apollo Commercial Real Estate positions in Q4 2013 and 9 closed out, a net change of +11 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2013 was Schroder Investment Management Group, an estimated $10.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2013 was EJF Capital, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2013.