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ARI

Apollo Commercial Real Estate
ARI

161 hedge funds and large institutions have $709M invested in Apollo Commercial Real Estate in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

168% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 28

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more capital invested

Capital invested by funds: $526M → $709M (+$183M)

13% more funds holding

Funds holding: 142 → 161 (+19)

4.02% more ownership

Funds ownership: 68.62% → 72.63% (+4%)

25% less call options, than puts

Call options by funds: $74K | Put options by funds: $99K

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
4.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
75
Reduced
28
Closed
10
Calls
$74K
Puts
$99K
Net Calls
-$25K
Net Calls Change
+$2.55M

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$17.9M
2
Deutsche Bank
Deutsche Bank
Germany
+$13.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$12.8M
4
N
Nuveen
North Carolina
+$12.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$11M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$11.9M
2
ECM
EII Capital Management
New York
-$4.17M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.35M
4
SCM
Sterling Capital Management
North Carolina
-$1.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFFS
51
La Francaise Forum Securities
Connecticut
$2.58M +$268K +15,900 +12%
PPA
52
Parametric Portfolio Associates
Washington
$2.45M +$168K +9,971 +8%
VanEck Associates
53
VanEck Associates
New York
$2.42M +$290K +17,202 +14%
SFM
54
Systematic Financial Management
New Jersey
$2.4M +$130K +7,720 +6%
DCM
55
Dialectic Capital Management
Connecticut
$2.39M +$1.33M +79,000 +132%
Charles Schwab
56
Charles Schwab
California
$2.35M +$106K +6,324 +5%
Citigroup
57
Citigroup
New York
$2.06M -$81.9K -4,865 -4%
SAM
58
Shell Asset Management
Netherlands
$2.05M -$5.91K -351 -0.3%
RBC
59
Roble Belko & Company
Pennsylvania
$1.9M +$1.86M +110,801 New
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.83M +$358K +21,300 +25%
CAM
61
ClariVest Asset Management
California
$1.74M +$1.71M +101,400 New
DCM
62
Dupont Capital Management
Delaware
$1.58M – – –
CS
63
Credit Suisse
Switzerland
$1.57M +$412K +24,462 +37%
RFC
64
Russell Frank Company
Washington
$1.4M -$559K -33,190 -29%
TA
65
Teachers Advisors
New York
$1.35M +$236K +14,037 +22%
WA
66
WESPAC Advisors
California
$1.27M +$71.4K +4,241 +6%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.23M – – –
DC
68
Deere & Company
Illinois
$1.15M +$708K +42,057 +171%
IA
69
IndexIQ Advisors
New York
$1.15M +$334K +19,841 +42%
EM
70
EnTrustPermal Management
New York
$1.13M +$1.11M +65,900 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1.13M +$38.7K +2,302 +4%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$1.13M +$20.2K +1,199 +2%
Norges Bank
73
Norges Bank
Norway
$1.11M -$984K -58,480 -47%
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.11M – – –
Swiss National Bank
75
Swiss National Bank
Switzerland
$1.11M +$172K +10,200 +19%
1 2
3
4 5

ARI Hedge Fund Activity: Q1 2015 in Review

161 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2015, worth a combined $709M — up 35% from $526M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARI positions and 10 closed out — a net gain of 20 holders — while 75 added to existing stakes and 28 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $17.9M. The largest seller was Millennium Management, exiting entirely with an estimated $11.9M sold.

  • 161 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2015, up from 142 in Q4 2014.
  • Funds reported $709M of Apollo Commercial Real Estate stock for Q1 2015, up 35% quarter-over-quarter.
  • 30 funds opened new Apollo Commercial Real Estate positions in Q1 2015 and 10 closed out, a net change of +20 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2015 was EJF Capital, an estimated $17.9M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2015 was Millennium Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2015.