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ARI

Apollo Commercial Real Estate
ARI

161 hedge funds and large institutions have $709M invested in Apollo Commercial Real Estate in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

168% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 28

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more capital invested

Capital invested by funds: $526M → $709M (+$183M)

13% more funds holding

Funds holding: 142 → 161 (+19)

4.02% more ownership

Funds ownership: 68.62% → 72.63% (+4%)

25% less call options, than puts

Call options by funds: $74K | Put options by funds: $99K

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
4.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
75
Reduced
28
Closed
10
Calls
$74K
Puts
$99K
Net Calls
-$25K
Net Calls Change
+$2.55M

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$17.9M
2
Deutsche Bank
Deutsche Bank
Germany
+$13.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$12.8M
4
N
Nuveen
North Carolina
+$12.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$11M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$11.9M
2
ECM
EII Capital Management
New York
-$4.17M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.35M
4
SCM
Sterling Capital Management
North Carolina
-$1.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCCM
76
Nine Chapters Capital Management
New Jersey
$1.09M +$1.07M +63,700 New
AIG
77
American International Group
New York
$1.05M +$530K +31,489 +106%
VRS
78
Virginia Retirement Systems
Virginia
$991K +$971K +57,700 New
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$953K – – –
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$946K +$58.9K +3,500 +7%
LSV Asset Management
81
LSV Asset Management
Illinois
$898K – – –
TC
82
Talkot Capital
California
$859K +$842K +50,000 New
Invesco
83
Invesco
Georgia
$839K +$108K +6,435 +15%
CG
84
Caprock Group
Idaho
$815K +$798K +47,417 New
FWM
85
Focused Wealth Management
New York
$797K -$8.84K -525 -1%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$777K +$158K +9,405 +26%
Allianz Asset Management
87
Allianz Asset Management
Germany
$731K +$60.5K +3,594 +9%
AIU
88
Algebris Investments (UK)
United Kingdom
$710K -$958K -56,900 -58%
BEAM
89
Baker Ellis Asset Management
Washington
$695K -$15.1K -900 -2%
PCM
90
Prelude Capital Management
New York
$680K +$666K +39,600 New
MAM
91
Martingale Asset Management
Massachusetts
$642K – – –
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$641K -$13.4K -796 -2%
NFA
93
Nationwide Fund Advisors
Ohio
$636K +$32.7K +1,940 +6%
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$631K +$20.2K +1,203 +3%
BA
95
BlackRock Advisors
Delaware
$629K +$176K +10,484 +40%
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
$624K +$611K +36,300 New
UBS AM
97
UBS AM
Illinois
$615K +$219K +13,036 +57%
VIA
98
Vident Investment Advisory
Georgia
$607K -$25.5K -1,515 -4%
AWCI
99
Alpine Woods Capital Investors
New York
$606K – – –
OC
100
Oppenheimer & Co
New York
$606K +$53.9K +3,200 +10%
2 3
4
5 6

ARI Hedge Fund Activity: Q1 2015 in Review

161 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2015, worth a combined $709M — up 35% from $526M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARI positions and 10 closed out — a net gain of 20 holders — while 75 added to existing stakes and 28 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $17.9M. The largest seller was Millennium Management, exiting entirely with an estimated $11.9M sold.

  • 161 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2015, up from 142 in Q4 2014.
  • Funds reported $709M of Apollo Commercial Real Estate stock for Q1 2015, up 35% quarter-over-quarter.
  • 30 funds opened new Apollo Commercial Real Estate positions in Q1 2015 and 10 closed out, a net change of +20 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2015 was EJF Capital, an estimated $17.9M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2015 was Millennium Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2015.