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ARI

Apollo Commercial Real Estate
ARI

124 hedge funds and large institutions have $373M invested in Apollo Commercial Real Estate in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $340M → $373M (+$32.8M)

8% more funds holding

Funds holding: 115 → 124 (+9)

1.44% more ownership

Funds ownership: 60.43% → 61.87% (+1.4%)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
44
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$10.8M
2
OCG
Opus Capital Group
Ohio
+$6.76M
3
Goldman Sachs
Goldman Sachs
New York
+$4.86M
4
DCM
Driehaus Capital Management
Illinois
+$3.84M
5
BIT
BlackRock Institutional Trust
California
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$5.55M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.62M
3
Morgan Stanley
Morgan Stanley
New York
-$4.05M
4
ECM
EII Capital Management
New York
-$3.29M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
76
Jacobs Levy Equity Management
New Jersey
$424K -$302K -18,600 -42%
Citigroup
77
Citigroup
New York
$411K +$58K +3,576 +16%
ACM
78
Ativo Capital Management
Illinois
$410K +$97 +6 +0%
FCI
79
Financial Counselors Inc
Kansas
$406K – – –
HFS
80
HL Financial Services
Kentucky
$405K +$404K +24,910 New
AIG
81
American International Group
New York
$402K +$519 +32 +0.1%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$393K -$76.5K -4,720 -16%
LFFS
83
La Francaise Forum Securities
Connecticut
$390K +$21.8K +1,342 +6%
SCM
84
Sterling Capital Management
North Carolina
$383K +$382K +23,567 New
VOYA Investment Management
85
VOYA Investment Management
Georgia
$374K – – –
IA
86
IndexIQ Advisors
New York
$374K +$33.8K +2,087 +10%
WEC
87
Winslow Evans & Crocker
Massachusetts
$322K +$321K +19,814 New
RFC
88
Russell Frank Company
Washington
$315K -$847K -52,220 -73%
DC
89
Deere & Company
Illinois
$310K -$164K -10,141 -35%
UBS AM
90
UBS AM
Illinois
$279K – – –
Barclays
91
Barclays
United Kingdom
$270K +$217K +13,362 +381%
GMIM
92
General Motors Investment Management
New York
$269K +$24.5K +1,510 +10%
COPPSERS
93
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$247K +$246K +15,200 New
MAM
94
Martingale Asset Management
Massachusetts
$233K – – –
SO
95
STRS Ohio
Ohio
$229K -$50.3K -3,100 -18%
BT
96
Beacon Trust
New Jersey
$211K +$211K +13,000 New
SRCM
97
Swift Run Capital Management
Virginia
$211K +$211K +13,000 New
DTL
98
Dynamic Technology Lab
Singapore
$206K -$70.8K -4,366 -26%
Millennium Management
99
Millennium Management
New York
$188K -$317K -19,555 -63%
PCM
100
Prelude Capital Management
New York
$176K +$4.05K +250 +2%
2 3
4
5 6

ARI Hedge Fund Activity: Q4 2013 in Review

124 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2013, worth a combined $373M — up 9.6% from $340M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ARI positions and 9 closed out — a net gain of 11 holders — while 44 added to existing stakes and 43 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $10.8M. The largest seller was EJF Capital, cutting an estimated $5.55M.

  • 124 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2013, up from 115 in Q3 2013.
  • Funds reported $373M of Apollo Commercial Real Estate stock for Q4 2013, up 9.6% quarter-over-quarter.
  • 20 funds opened new Apollo Commercial Real Estate positions in Q4 2013 and 9 closed out, a net change of +11 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2013 was Schroder Investment Management Group, an estimated $10.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2013 was EJF Capital, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2013.