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ARI

Apollo Commercial Real Estate

166 hedge funds and large institutions have $719M invested in Apollo Commercial Real Estate in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $230K | Put options by funds: $47K

30% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 50

17% more capital invested

Capital invested by funds: $615M → $719M (+$104M)

1.63% more ownership

Funds ownership: 59.35%60.98% (+1.6%)

0% more funds holding

Funds holding: 166166 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

Holders
166
Holders Change
Holders Change %
0%
% of All Funds
4.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
18
Increased
65
Reduced
50
Closed
18
Calls
$230K
Puts
$47K
Net Calls
+$183K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
51
Russell Frank Company
Washington
$2.08M +$547K +32,093 +36%
SAM
52
Shell Asset Management
Netherlands
$1.94M -$120K -7,032 -6%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.93M +$1.9M +111,607 New
CAM
54
ClariVest Asset Management
California
$1.92M -$8.53K -500 -0.4%
RBC
55
Roble Belko & Company
Pennsylvania
$1.87M -$40.4K -2,371 -2%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.87M +$30.4K +1,784 +2%
EM
57
EnTrustPermal Management
New York
$1.86M +$737K +43,200 +67%
Invesco
58
Invesco
Georgia
$1.82M +$686K +40,209 +61%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$1.65M -$19.8K -1,160 -1%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$1.5M -$488K -28,641 -25%
DCM
61
Dupont Capital Management
Delaware
$1.47M
TA
62
Teachers Advisors
New York
$1.43M
Two Sigma Investments
63
Two Sigma Investments
New York
$1.34M +$1.32M +77,550 New
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.32M
RJFSA
65
Raymond James Financial Services Advisors
Florida
$1.29M +$779K +45,696 +157%
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.25M -$23.2K -1,360 -2%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$1.25M -$23K -1,351 -2%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.24M
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.22M +$291K +17,070 +32%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$1.18M +$226K +13,232 +24%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.18M -$1.81M -106,389 -61%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$1.15M +$454K +26,612 +66%
Wellington Management Group
73
Wellington Management Group
Massachusetts
$1.06M +$652K +38,242 +163%
IA
74
IndexIQ Advisors
New York
$1.05M -$31.4K -1,839 -3%
CS
75
Credit Suisse
Switzerland
$987K -$483K -28,304 -33%

ARI Hedge Fund Activity: Q4 2015 in Review

166 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2015, worth a combined $719M — up 17% from $615M a quarter earlier.

Fund positioning in ARI was balanced in Q4 2015: 18 funds opened new positions, 18 closed out, 65 added to existing stakes and 50 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $15.1M. The largest seller was Blackstone Inc, cutting an estimated $8.73M.

  • 166 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $719M of Apollo Commercial Real Estate stock for Q4 2015, up 17% quarter-over-quarter.
  • 18 funds opened new Apollo Commercial Real Estate positions in Q4 2015 and 18 closed out, a net change of 0 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2015 was LSV Asset Management, an estimated $15.1M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2015 was Blackstone Inc, an estimated $8.73M sold.

Based on aggregated 13F filings for Q4 2015.