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ARI

Apollo Commercial Real Estate
ARI

129 hedge funds and large institutions have $413M invested in Apollo Commercial Real Estate in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $373M → $413M (+$40M)

5.07% more ownership

Funds ownership: 61.87% → 66.94% (+5.1%)

4% more funds holding

Funds holding: 124 → 129 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
52
Reduced
31
Closed
17
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$277K

Top Buyers

Rank Fund Capital Flow
1
GXMC
Global X Management Company
New York
+$8.25M
2
JP Morgan Chase
JP Morgan Chase
New York
+$7.75M
3
OCG
Opus Capital Group
Ohio
+$5.79M
4
Goldman Sachs
Goldman Sachs
New York
+$3.98M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
+$3.66M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$7.54M
2
CS
Credit Suisse
Switzerland
-$5.96M
3
WCM
Wesley Capital Management
New York
-$4.88M
4
DCM
Driehaus Capital Management
Illinois
-$3.84M
5
Morgan Stanley
Morgan Stanley
New York
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$1.11M +$4.99K +300 +0.4%
VanEck Associates
52
VanEck Associates
New York
$1.08M -$258K -15,504 -19%
MAA
53
Managed Account Advisors
New Jersey
$1.07M +$341K +20,498 +47%
AWCI
54
Alpine Woods Capital Investors
New York
$1.06M – – –
YMRC
55
Yorktown Management & Research Company
Virginia
$998K – – –
WA
56
WESPAC Advisors
California
$951K -$56.7K -3,407 -6%
TA
57
Teachers Advisors
New York
$947K – – –
AllianceBernstein
58
AllianceBernstein
Tennessee
$913K -$45.3K -2,723 -5%
AI
59
Analytic Investors
California
$910K +$3.66K +220 +0.4%
LFFS
60
La Francaise Forum Securities
Connecticut
$901K +$502K +30,179 +126%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$866K – – –
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$806K -$26.6K -1,600 -3%
LSV Asset Management
63
LSV Asset Management
Illinois
$794K – – –
Swiss National Bank
64
Swiss National Bank
Switzerland
$750K +$148K +8,900 +25%
TMC
65
Trellus Management Company
Florida
$749K – – –
BEAM
66
Baker Ellis Asset Management
Washington
$748K -$168K -10,100 -18%
Invesco
67
Invesco
Georgia
$730K +$273K +16,418 +60%
COPPSERS
68
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$643K +$390K +23,450 +154%
ProShare Advisors
69
ProShare Advisors
Maryland
$620K +$621K +37,309 New
MAM
70
Martingale Asset Management
Massachusetts
$614K +$376K +22,604 +158%
AA
71
ALPS Advisors
Colorado
$579K +$60.8K +3,653 +12%
SAM
72
Shell Asset Management
Netherlands
$568K -$2.3K -138 -0.4%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$567K +$567K +34,100 New
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$564K +$533K +32,000 +2,286%
OC
75
Oppenheimer & Co
New York
$558K -$25K -1,500 -4%
1 2
3
4 5

ARI Hedge Fund Activity: Q1 2014 in Review

129 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2014, worth a combined $413M — up 11% from $373M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARI positions and 17 closed out — a net gain of 6 holders — while 52 added to existing stakes and 31 trimmed.

The largest buyer was Global X Management Company, opening a new position worth an estimated $8.25M. The largest seller was EJF Capital, exiting entirely with an estimated $7.54M sold.

  • 129 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2014, up from 124 in Q4 2013.
  • Funds reported $413M of Apollo Commercial Real Estate stock for Q1 2014, up 11% quarter-over-quarter.
  • 23 funds opened new Apollo Commercial Real Estate positions in Q1 2014 and 17 closed out, a net change of +6 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2014 was Global X Management Company, an estimated $8.25M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2014 was EJF Capital, an estimated $7.54M sold.

Based on aggregated 13F filings for Q1 2014.