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ARI

Apollo Commercial Real Estate
ARI

183 hedge funds and large institutions have $1.05B invested in Apollo Commercial Real Estate in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 39 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 39

19% more capital invested

Capital invested by funds: $880M → $1.05B (+$169M)

2.85% more ownership

Funds ownership: 57.91% → 60.76% (+2.8%)

7% less funds holding

Funds holding: 196 → 183 (-13)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $1.64M

Holders
183
Holders Change
-13
Holders Change %
-6.63%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
28
Increased
81
Reduced
39
Closed
33
Calls
$3K
Puts
$1.64M
Net Calls
-$1.64M
Net Calls Change
-$3.09M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$135M
2
NSLI
Nan Shan Life Insurance
Taiwan
+$26.5M
3
First Trust Advisors
First Trust Advisors
Illinois
+$9.91M
4
Asset Management One
Asset Management One
Japan
+$6.1M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$5.63M

Top Sellers

Rank Fund Capital Flow
1
AMH
Apollo Management Holdings
New York
-$21.3M
2
N
Nuveen
North Carolina
-$6.88M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$6.31M
4
Morgan Stanley
Morgan Stanley
New York
-$5.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
51
Hazelview Securities
Ontario, Canada
$3.18M +$3M +169,063 New
PPA
52
Parametric Portfolio Associates
Washington
$3.14M +$168K +9,451 +6%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$3.02M +$215K +12,100 +8%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$2.96M +$1.47M +82,923 +111%
CC
55
Cipher Capital
New York
$2.92M -$2.77M -155,842 -50%
RP
56
Raiff Partners
New York
$2.92M +$533K +30,000 +24%
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$2.77M +$5.33K +300 +0.2%
Teacher Retirement System of Texas
58
Teacher Retirement System of Texas
Texas
$2.76M +$298K +16,760 +13%
AWCI
59
Alpine Woods Capital Investors
New York
$2.76M +$1.78M +100,000 +214%
Swiss National Bank
60
Swiss National Bank
Switzerland
$2.69M +$46.2K +2,600 +2%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$2.64M -$74.6K -4,200 -3%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$2.52M +$724K +40,772 +44%
CCMH
63
Cornerstone Capital Management Holdings
New York
$2.46M +$1.59M +89,486 +216%
EM
64
EnTrustPermal Management
New York
$2.46M +$249K +14,000 +12%
DCM
65
Dean Capital Management
Kansas
$2.45M +$2.31M +130,250 New
Barclays
66
Barclays
United Kingdom
$2.18M +$2.04M +114,568 +9,217%
Norges Bank
67
Norges Bank
Norway
$2.16M +$2.04M +115,035 New
RJFSA
68
Raymond James Financial Services Advisors
Florida
$1.95M +$311K +17,509 +20%
Renaissance Technologies
69
Renaissance Technologies
New York
$1.94M +$1.83M +102,940 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$1.88M +$196K +11,050 +12%
IA
71
IndexIQ Advisors
New York
$1.85M +$376K +21,189 +27%
AQR Capital Management
72
AQR Capital Management
Connecticut
$1.83M – – –
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.7M – – –
SAM
74
Shell Asset Management
Netherlands
$1.67M -$111K -6,230 -7%
AllianceBernstein
75
AllianceBernstein
Tennessee
$1.6M -$14.8K -835 -1%
1 2
3
4 5

ARI Hedge Fund Activity: Q1 2017 in Review

183 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2017, worth a combined $1.05B — up 19% from $880M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ARI and 28 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 81 added.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Apollo Management Holdings, cutting an estimated $21.3M.

  • 183 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2017, down from 196 in Q4 2016.
  • Funds reported $1.05B of Apollo Commercial Real Estate stock for Q1 2017, up 19% quarter-over-quarter.
  • 28 funds opened new Apollo Commercial Real Estate positions in Q1 2017 and 33 closed out, a net change of -5 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2017 was BlackRock, an estimated $135M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2017 was Apollo Management Holdings, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2017.