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ARI

Apollo Commercial Real Estate
ARI

266 hedge funds and large institutions have $1.91B invested in Apollo Commercial Real Estate in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

37% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 70

9% more funds holding

Funds holding: 243 → 266 (+23)

0.61% more ownership

Funds ownership: 67.35% → 67.96% (+0.61%)

4% less capital invested

Capital invested by funds: $1.98B → $1.91B (-$73.8M)

97% less call options, than puts

Call options by funds: $403K | Put options by funds: $12.6M

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
266
Holders Change
+23
Holders Change %
+9.47%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
96
Reduced
70
Closed
19
Calls
$403K
Puts
$12.6M
Net Calls
-$12.2M
Net Calls Change
-$12.2M

Top Buyers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
+$20M
2
BlackRock
BlackRock
New York
+$14M
3
Invesco
Invesco
Georgia
+$8.42M
4
Goldman Sachs
Goldman Sachs
New York
+$7.13M
5
Morgan Stanley
Morgan Stanley
New York
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$29.2M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$19.9M
3
LSV Asset Management
LSV Asset Management
Illinois
-$7.39M
4
First Trust Advisors
First Trust Advisors
Illinois
-$7.32M
5
RA
Resource America
New York
-$5.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ensign Peak Advisors
51
Ensign Peak Advisors
Utah
$3.34M +$3.37M +182,500 New
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$3.18M -$9.23K -500 -0.3%
Citadel Advisors
53
Citadel Advisors
Florida
$3.17M +$2.1M +113,507 +189%
Canada Life
54
Canada Life
Manitoba, Canada
$3.17M +$3.23M +175,026 New
UBS AM
55
UBS AM
Illinois
$3.11M +$425K +23,039 +16%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$3.05M +$484K +26,246 +19%
First Trust Advisors
57
First Trust Advisors
Illinois
$2.83M -$7.32M -396,807 -72%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$2.83M – – –
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$2.54M +$320K +17,317 +14%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$2.53M -$419K -22,700 -14%
Comerica Bank
61
Comerica Bank
Texas
$2.48M +$15.6K +844 +0.6%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$2.39M +$2.42M +131,066 New
Russell Investments Group
63
Russell Investments Group
United Kingdom
$2.33M -$627K -33,978 -21%
SS
64
Simplicity Solutions
Minnesota
$2.33M +$1.32M +71,285 +127%
Mackenzie Financial
65
Mackenzie Financial
Ontario, Canada
$2.28M +$659K +35,698 +40%
CIM
66
Centersquare Investment Management
Pennsylvania
$2.21M +$2.23M +120,930 New
NSLI
67
Nan Shan Life Insurance
Taiwan
$2.18M -$19.9M -1,078,667 -90%
Millennium Management
68
Millennium Management
New York
$2.12M +$2.14M +115,969 New
Deutsche Bank
69
Deutsche Bank
Germany
$2.1M +$989K +53,575 +87%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$2.07M +$366K +19,836 +21%
BI
71
Bramshill Investments
Florida
$2.05M – – –
Citigroup
72
Citigroup
New York
$2.05M -$324K -17,541 -14%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.05M +$188K +10,171 +10%
AIG
74
American International Group
New York
$2.02M -$52.2K -2,830 -3%
American Century Companies
75
American Century Companies
Missouri
$2.01M +$2.03M +110,141 New
1 2
3
4 5

ARI Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2019, worth a combined $1.91B — down 3.7% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ARI positions and 19 closed out — a net gain of 29 holders — while 96 added to existing stakes and 70 trimmed.

The largest buyer was Winton Group, adding an estimated $20M. The largest seller was Bessemer Group, cutting an estimated $29.2M.

  • 266 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2019, up from 243 in Q3 2019.
  • Funds reported $1.91B of Apollo Commercial Real Estate stock for Q4 2019, down 3.7% quarter-over-quarter.
  • 48 funds opened new Apollo Commercial Real Estate positions in Q4 2019 and 19 closed out, a net change of +29 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2019 was Winton Group, an estimated $20M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2019 was Bessemer Group, an estimated $29.2M sold.

Based on aggregated 13F filings for Q4 2019.