We are live on ! Find out more
ARI

Apollo Commercial Real Estate

228 hedge funds and large institutions have $771M invested in Apollo Commercial Real Estate in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 54.61%53.71% (-0.9%)

5% less funds holding

Funds holding: 240228 (-12)

12% less capital invested

Capital invested by funds: $875M → $771M (-$104M)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

72% less call options, than puts

Call options by funds: $3.91M | Put options by funds: $13.8M

Holders
228
Holders Change
-12
Holders Change %
-5%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
76
Reduced
88
Closed
27
Calls
$3.91M
Puts
$13.8M
Net Calls
-$9.86M
Net Calls Change
+$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$1.22M -$59.1K -5,431 -4%
TPSF
52
Texas Permanent School Fund
Texas
$1.11M -$48.4K -4,443 -4%
Canada Life
53
Canada Life
Manitoba, Canada
$1.11M -$64.1K -5,887 -5%
AFG
54
American Financial Group
Ohio
$1.06M
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.05M +$35.6K +3,273 +3%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$988K +$33.5K +3,078 +3%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$930K +$31.9K +2,931 +3%
PVM
58
Palogic Value Management
Texas
$913K -$8.58K -788 -0.9%
Ensign Peak Advisors
59
Ensign Peak Advisors
Utah
$889K
COPPSERS
60
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$881K -$654K -60,046 -41%
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$862K +$320K +29,434 +53%
SOADOR
62
State of Alaska Department of Revenue
Alaska
$820K -$50K -4,592 -5%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$807K +$752K +69,052 +651%
IMRF
64
Illinois Municipal Retirement Fund
Illinois
$793K +$853K +78,311 New
Macquarie Group
65
Macquarie Group
Australia
$786K
AIG
66
American International Group
New York
$784K +$18.8K +1,731 +2%
QCM
67
QRG Capital Management
Illinois
$765K +$822K +75,486 New
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$761K -$15.3K -1,401 -2%
IFG
69
Independent Financial Group
California
$747K -$74K -6,800 -8%
MIM
70
MetLife Investment Management
New Jersey
$742K
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$720K +$773K +71,030 New
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$696K -$553K -50,840 -43%
Deutsche Bank
73
Deutsche Bank
Germany
$673K +$87.1K +8,005 +14%
BAAM
74
Baker Avenue Asset Management
California
$672K +$63.7K +5,853 +10%
LSERS
75
Louisiana State Employees Retirement System
Louisiana
$671K -$21.8K -2,000 -3%

ARI Hedge Fund Activity: Q3 2023 in Review

228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2023, worth a combined $771M — down 12% from $875M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ARI and 17 opened new positions — a net loss of 10 holders — while 88 trimmed existing stakes and 76 added.

The largest buyer was Citadel Advisors, adding an estimated $4.09M. The largest seller was Goldman Sachs, cutting an estimated $6.49M.

  • 228 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2023, down from 240 in Q2 2023.
  • Funds reported $771M of Apollo Commercial Real Estate stock for Q3 2023, down 12% quarter-over-quarter.
  • 17 funds opened new Apollo Commercial Real Estate positions in Q3 2023 and 27 closed out, a net change of -10 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2023 was Citadel Advisors, an estimated $4.09M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2023 was Goldman Sachs, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2023.