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ARI

Apollo Commercial Real Estate
ARI

252 hedge funds and large institutions have $1.54B invested in Apollo Commercial Real Estate in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

5% more funds holding

Funds holding: 241 → 252 (+11)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4.9% less ownership

Funds ownership: 74.03% → 69.13% (-4.9%)

10% less capital invested

Capital invested by funds: $1.72B → $1.54B (-$177M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $874K

Holders
252
Holders Change
+11
Holders Change %
+4.56%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
100
Reduced
59
Closed
32
Calls
–
Puts
$874K
Net Calls
-$874K
Net Calls Change
-$899K

Top Buyers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
+$27.2M
2
APG Asset Management
APG Asset Management
Netherlands
+$22.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.3M
4
BlackRock
BlackRock
New York
+$9.39M
5
UBS Group
UBS Group
Switzerland
+$7.26M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$59.5M
2
Invesco
Invesco
Georgia
-$12.9M
3
DIA
Dean Investment Associates
Ohio
-$7.87M
4
HS
Hazelview Securities
Ontario, Canada
-$5.67M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$2.62M -$3.69K -200 -0.1%
KM
52
Kalos Management
Georgia
$2.55M +$2.82M +152,937 New
YMRC
53
Yorktown Management & Research Company
Virginia
$2.5M – – –
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$2.48M -$172K -9,300 -6%
USAA
55
United Services Automobile Association
Texas
$2.38M +$234K +12,658 +10%
BCM
56
Beck Capital Management
Texas
$2.38M +$795K +43,056 +43%
PCM
57
Piermont Capital Management
Missouri
$2.35M +$22.2K +1,200 +0.9%
Canada Life
58
Canada Life
Manitoba, Canada
$2.3M +$275K +14,872 +11%
Comerica Bank
59
Comerica Bank
Texas
$2.05M -$196K -10,644 -9%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$2.02M -$299K -16,200 -12%
OAM
61
Orinda Asset Management
California
$1.99M -$59.1K -3,200 -3%
First Trust Advisors
62
First Trust Advisors
Illinois
$1.95M -$873K -47,285 -29%
CS
63
Credit Suisse
Switzerland
$1.85M +$832K +45,075 +68%
PI
64
PineBridge Investments
New York
$1.81M -$346K -18,765 -15%
IA
65
IndexIQ Advisors
New York
$1.77M -$52K -2,816 -3%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$1.75M +$30.5K +1,650 +2%
CAM
67
ClariVest Asset Management
California
$1.74M +$18.5K +1,000 +1%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$1.73M +$53.6K +2,902 +3%
AG
69
Aperio Group
California
$1.7M +$265K +14,333 +16%
Public Sector Pension Investment Board (PSP Investments)
70
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.63M -$1.62M -88,000 -47%
CSS
71
Cubist Systematic Strategies
Connecticut
$1.63M +$1.44M +78,145 +396%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$1.59M +$1.46M +79,329 +499%
AIG
73
American International Group
New York
$1.57M -$19K -1,027 -1%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$1.54M +$178K +9,657 +12%
Allianz Asset Management
75
Allianz Asset Management
Germany
$1.53M +$100K +5,429 +6%
1 2
3
4 5

ARI Hedge Fund Activity: Q4 2018 in Review

252 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2018, worth a combined $1.54B — down 10% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ARI positions and 32 closed out — a net gain of 13 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Bessemer Group, adding an estimated $27.2M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $59.5M.

  • 252 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2018, up from 241 in Q3 2018.
  • Funds reported $1.54B of Apollo Commercial Real Estate stock for Q4 2018, down 10% quarter-over-quarter.
  • 45 funds opened new Apollo Commercial Real Estate positions in Q4 2018 and 32 closed out, a net change of +13 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2018 was Bessemer Group, an estimated $27.2M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2018 was Fuller & Thaler Asset Management, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2018.