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ARI

Apollo Commercial Real Estate
ARI

196 hedge funds and large institutions have $880M invested in Apollo Commercial Real Estate in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.09M

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

13% more capital invested

Capital invested by funds: $777M → $880M (+$103M)

9% more funds holding

Funds holding: 180 → 196 (+16)

1.29% less ownership

Funds ownership: 59.2% → 57.91% (-1.3%)

Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
67
Reduced
58
Closed
20
Calls
$2.54M
Puts
$1.09M
Net Calls
+$1.46M
Net Calls Change
+$661K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$15.8M
2
N
Nuveen
North Carolina
+$14.2M
3
AMH
Apollo Management Holdings
New York
+$11.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.95M
5
BFA
BlackRock Fund Advisors
California
+$9.85M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$30.2M
2
IG
ING Group
Netherlands
-$8.3M
3
Barclays
Barclays
United Kingdom
-$6.25M
4
American Century Companies
American Century Companies
Missouri
-$3.65M
5
AG
Aperio Group
California
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
51
Foundry Partners
Minnesota
$2.77M – – –
PPA
52
Parametric Portfolio Associates
Washington
$2.62M -$931K -55,478 -26%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$2.47M -$67.2K -4,000 -3%
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$2.44M +$477K +28,400 +24%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$2.4M -$724K -43,100 -23%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.33M +$165K +9,800 +8%
GC
57
Guggenheim Capital
Illinois
$2.25M -$371K -22,114 -14%
Teacher Retirement System of Texas
58
Teacher Retirement System of Texas
Texas
$2.16M +$538K +32,052 +33%
Citadel Advisors
59
Citadel Advisors
Florida
$2.1M +$1.58M +93,870 +287%
RP
60
Raiff Partners
New York
$2.08M -$420K -25,000 -17%
EM
61
EnTrustPermal Management
New York
$1.94M -$586K -34,900 -23%
RBC
62
Roble Belko & Company
Pennsylvania
$1.93M +$78.1K +4,654 +4%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$1.79M +$1.8M +107,160 New
RGREA
64
Ranger Global Real Estate Advisors
Colorado
$1.66M +$1.68M +100,000 New
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.62M – – –
AQR Capital Management
66
AQR Capital Management
Connecticut
$1.62M +$2.3K +137 +0.1%
SAM
67
Shell Asset Management
Netherlands
$1.58M -$14K -834 -0.9%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.55M +$1.35M +80,530 +631%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.48M -$177K -10,544 -11%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.43M – – –
RJFSA
71
Raymond James Financial Services Advisors
Florida
$1.43M +$42.5K +2,530 +3%
CG
72
Clinton Group
New York
$1.29M -$54.5K -3,247 -4%
Macquarie Group
73
Macquarie Group
Australia
$1.29M – – –
IA
74
IndexIQ Advisors
New York
$1.28M -$55.1K -3,284 -4%
LFFS
75
La Francaise Forum Securities
Connecticut
$1.28M -$689K -41,013 -35%
1 2
3
4 5

ARI Hedge Fund Activity: Q4 2016 in Review

196 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2016, worth a combined $880M — up 13% from $777M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ARI positions and 20 closed out — a net gain of 19 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was UBS Group, adding an estimated $15.8M. The largest seller was Blackstone Inc, exiting entirely with an estimated $30.2M sold.

  • 196 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2016, up from 180 in Q3 2016.
  • Funds reported $880M of Apollo Commercial Real Estate stock for Q4 2016, up 13% quarter-over-quarter.
  • 39 funds opened new Apollo Commercial Real Estate positions in Q4 2016 and 20 closed out, a net change of +19 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2016 was UBS Group, an estimated $15.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2016 was Blackstone Inc, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2016.