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ARI

Apollo Commercial Real Estate

235 hedge funds and large institutions have $1.52B invested in Apollo Commercial Real Estate in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.4B → $1.52B (+$123M)

5% more funds holding

Funds holding: 223235 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.76% less ownership

Funds ownership: 71.06%69.3% (-1.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $791K

Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
5.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
85
Reduced
74
Closed
22
Calls
Puts
$791K
Net Calls
-$791K
Net Calls Change
+$698K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$3.31M +$82.4K +4,500 +3%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$3.13M -$251K -13,721 -7%
ASRS
53
Arizona State Retirement System
Arizona
$3.11M +$163K +8,900 +5%
RA
54
Resource America
New York
$2.96M +$3.02M +164,904 New
Capital Fund Management (CFM)
55
Capital Fund Management (CFM)
France
$2.95M +$90.1K +4,922 +3%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$2.94M -$105K -5,743 -3%
AAMU
57
AEGON Asset Management (UK)
United Kingdom
$2.78M +$297K +16,230 +12%
AllianceBernstein
58
AllianceBernstein
Tennessee
$2.73M +$18.3K +1,000 +0.7%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$2.7M +$2.1M +114,790 +323%
CAM
60
ClariVest Asset Management
California
$2.6M -$1.62M -88,300 -38%
Canada Life
61
Canada Life
Manitoba, Canada
$2.55M +$177K +9,670 +7%
EGPO
62
EnTrust Global Partners Offshore
New York
$2.49M -$256K -14,000 -9%
Comerica Bank
63
Comerica Bank
Texas
$2.45M +$265K +14,482 +12%
SCA
64
Secor Capital Advisors
New York
$2.4M +$2.44M +133,191 New
ZIM
65
Zacks Investment Management
Illinois
$2.34M +$207K +11,305 +9%
Barclays
66
Barclays
United Kingdom
$2.25M -$11.7M -640,570 -84%
WG
67
Winton Group
United Kingdom
$2.23M +$2.27M +123,893 New
AQR Capital Management
68
AQR Capital Management
Connecticut
$2.16M +$8.51K +465 +0.4%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$2.05M
BCM
70
Beck Capital Management
Texas
$2.05M -$256K -14,006 -11%
IC
71
Iconiq Capital
California
$1.99M +$476K +26,018 +32%
CS
72
Credit Suisse
Switzerland
$1.97M -$414K -22,603 -17%
OCG
73
Opus Capital Group
Ohio
$1.9M -$619K -33,793 -24%
BI
74
Bramshill Investments
Florida
$1.88M -$168K -9,165 -8%
IA
75
IndexIQ Advisors
New York
$1.86M -$278K -15,193 -13%

ARI Hedge Fund Activity: Q1 2018 in Review

235 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2018, worth a combined $1.52B — up 8.8% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ARI positions and 22 closed out — a net gain of 14 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was Nan Shan Life Insurance, adding an estimated $54.9M. The largest seller was APG Asset Management, exiting entirely with an estimated $20.9M sold.

  • 235 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2018, up from 223 in Q4 2017.
  • Funds reported $1.52B of Apollo Commercial Real Estate stock for Q1 2018, up 8.8% quarter-over-quarter.
  • 36 funds opened new Apollo Commercial Real Estate positions in Q1 2018 and 22 closed out, a net change of +14 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2018 was Nan Shan Life Insurance, an estimated $54.9M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2018 was APG Asset Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2018.