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ARI

Apollo Commercial Real Estate
ARI

115 hedge funds and large institutions have $340M invested in Apollo Commercial Real Estate in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.37% less ownership

Funds ownership: 60.8% → 60.43% (-0.37%)

5% less capital invested

Capital invested by funds: $356M → $340M (-$16.1M)

4% less funds holding

Funds holding: 120 → 115 (-5)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $11K

Holders
115
Holders Change
-5
Holders Change %
-4.17%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
46
Reduced
39
Closed
12
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
+$8K

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$12.6M
2
Morgan Stanley
Morgan Stanley
New York
+$4.26M
3
MCM
Moore Capital Management
New York
+$3.35M
4
BFA
BlackRock Fund Advisors
California
+$2.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$6.78M
2
CA
Commerzbank Aktiengesellschaft
Germany
-$3.9M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.41M
4
GC
Guggenheim Capital
Illinois
-$2.35M
5
YMRC
Yorktown Management & Research Company
Virginia
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$377K +$49.3K +3,162 +15%
BA
77
BlackRock Advisors
Delaware
$366K +$17.8K +1,139 +5%
ProShare Advisors
78
ProShare Advisors
Maryland
$358K +$50.3K +3,228 +16%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$351K – – –
LFFS
80
La Francaise Forum Securities
Connecticut
$346K +$108K +6,901 +44%
Citigroup
81
Citigroup
New York
$332K -$291K -18,693 -46%
IA
82
IndexIQ Advisors
New York
$319K -$169K -10,815 -34%
SO
83
STRS Ohio
Ohio
$263K – – –
UBS AM
84
UBS AM
Illinois
$263K – – –
DTL
85
Dynamic Technology Lab
Singapore
$260K +$265K +17,018 New
AA
86
ALPS Advisors
Colorado
$245K +$250K +16,028 New
EMG
87
Ellington Management Group
Connecticut
$243K +$248K +15,900 New
ARTA
88
A.R.T. Advisors
New York
$236K +$18.7K +1,198 +8%
AG
89
Aperio Group
California
$234K +$239K +15,346 New
GMIM
90
General Motors Investment Management
New York
$230K +$44.6K +2,858 +23%
MAM
91
Martingale Asset Management
Massachusetts
$219K – – –
Principal Financial Group
92
Principal Financial Group
Iowa
$178K -$11.6K -745 -6%
KFS
93
KMS Financial Services
Washington
$166K -$4.68K -300 -3%
PCM
94
Prelude Capital Management
New York
$161K +$21.1K +1,350 +15%
CCM
95
Compton Capital Management
Rhode Island
$160K -$62.4K -4,000 -28%
WA
96
WFG Advisors
Texas
$157K – – –
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$153K -$54.1K -3,467 -26%
APCM
98
Arbiter Partners Capital Management
New York
$153K – – –
STC
99
SEI Trust Company
Pennsylvania
$131K – – –
PAM
100
Paradigm Asset Management
New York
$128K +$10.9K +700 +9%
2 3
4
5 6

ARI Hedge Fund Activity: Q3 2013 in Review

115 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2013, worth a combined $340M — down 4.5% from $356M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ARI and 8 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was EJF Capital, opening a new position worth an estimated $12.6M. The largest seller was Toronto Dominion Bank, exiting entirely with an estimated $6.78M sold.

  • 115 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2013, down from 120 in Q2 2013.
  • Funds reported $340M of Apollo Commercial Real Estate stock for Q3 2013, down 4.5% quarter-over-quarter.
  • 8 funds opened new Apollo Commercial Real Estate positions in Q3 2013 and 12 closed out, a net change of -4 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2013 was EJF Capital, an estimated $12.6M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2013 was Toronto Dominion Bank, an estimated $6.78M sold.

Based on aggregated 13F filings for Q3 2013.