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ARI

Apollo Commercial Real Estate
ARI

152 hedge funds and large institutions have $506M invested in Apollo Commercial Real Estate in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

36% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 44

6% more funds holding

Funds holding: 144 → 152 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.16% less ownership

Funds ownership: 68.97% → 68.8% (-0.16%)

2% less capital invested

Capital invested by funds: $519M → $506M (-$12.8M)

97% less call options, than puts

Call options by funds: $85K | Put options by funds: $3.27M

Holders
152
Holders Change
+8
Holders Change %
+5.56%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
60
Reduced
44
Closed
10
Calls
$85K
Puts
$3.27M
Net Calls
-$3.18M
Net Calls Change
-$3.18M

Top Buyers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
+$15.1M
2
CPS
Counsel Portfolio Services
Ontario, Canada
+$3.19M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.84M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.54M
5
WCM
Wesley Capital Management
New York
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
OCG
Opus Capital Group
Ohio
-$6.82M
2
N
Nuveen
North Carolina
-$6.55M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.94M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.84M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
51
Norges Bank
Norway
$1.94M +$2.04M +123,152 New
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$1.9M +$1.49M +89,910 +288%
SAM
53
Shell Asset Management
Netherlands
$1.88M +$184K +11,142 +10%
Citigroup
54
Citigroup
New York
$1.66M -$62.9K -3,803 -3%
MAA
55
Managed Account Advisors
New Jersey
$1.66M +$452K +27,296 +35%
VanEck Associates
56
VanEck Associates
New York
$1.51M -$53.8K -3,249 -3%
LFFS
57
La Francaise Forum Securities
Connecticut
$1.45M +$27.3K +1,649 +2%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.34M -$105K -6,366 -7%
AIU
59
Algebris Investments (UK)
United Kingdom
$1.31M +$1.21M +73,100 +724%
PAM
60
Panagora Asset Management
Massachusetts
$1.27M -$37.7K -2,281 -3%
DIA
61
Dean Investment Associates
Ohio
$1.22M – – –
NCCM
62
Nine Chapters Capital Management
New Jersey
$1.21M +$151K +9,100 +13%
Deutsche Bank
63
Deutsche Bank
Germany
$1.14M -$2.07M -125,056 -63%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.13M – – –
DCM
65
Dupont Capital Management
Delaware
$1.04M -$1.11M -66,911 -50%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$1.02M -$233K -14,066 -18%
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.02M -$23.2K -1,400 -2%
TA
68
Teachers Advisors
New York
$1.01M – – –
WA
69
WESPAC Advisors
California
$1.01M +$438K +26,454 +70%
AWCI
70
Alpine Woods Capital Investors
New York
$998K – – –
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$882K +$66.8K +4,037 +8%
Swiss National Bank
72
Swiss National Bank
Switzerland
$852K – – –
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$851K – – –
CS
74
Credit Suisse
Switzerland
$847K -$360K -21,744 -29%
LSV Asset Management
75
LSV Asset Management
Illinois
$821K +$74.5K +4,500 +9%
1 2
3
4 5

ARI Hedge Fund Activity: Q3 2014 in Review

152 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2014, worth a combined $506M — down 2.5% from $519M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ARI positions and 10 closed out — a net gain of 8 holders — while 60 added to existing stakes and 44 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $15.1M. The largest seller was Opus Capital Group, cutting an estimated $6.82M.

  • 152 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2014, up from 144 in Q2 2014.
  • Funds reported $506M of Apollo Commercial Real Estate stock for Q3 2014, down 2.5% quarter-over-quarter.
  • 18 funds opened new Apollo Commercial Real Estate positions in Q3 2014 and 10 closed out, a net change of +8 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2014 was Blackstone Inc, an estimated $15.1M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2014 was Opus Capital Group, an estimated $6.82M sold.

Based on aggregated 13F filings for Q3 2014.