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ARI

Apollo Commercial Real Estate
ARI

196 hedge funds and large institutions have $880M invested in Apollo Commercial Real Estate in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.09M

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

13% more capital invested

Capital invested by funds: $777M → $880M (+$103M)

9% more funds holding

Funds holding: 180 → 196 (+16)

1.29% less ownership

Funds ownership: 59.2% → 57.91% (-1.3%)

Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
67
Reduced
58
Closed
20
Calls
$2.54M
Puts
$1.09M
Net Calls
+$1.46M
Net Calls Change
+$661K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$15.8M
2
N
Nuveen
North Carolina
+$14.2M
3
AMH
Apollo Management Holdings
New York
+$11.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.95M
5
BFA
BlackRock Fund Advisors
California
+$9.85M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$30.2M
2
IG
ING Group
Netherlands
-$8.3M
3
Barclays
Barclays
United Kingdom
-$6.25M
4
American Century Companies
American Century Companies
Missouri
-$3.65M
5
AG
Aperio Group
California
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
76
Aperio Group
California
$1.25M -$3.25M -193,771 -72%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$1.24M – – –
SEI Investments
78
SEI Investments
Pennsylvania
$1.15M +$367K +21,848 +46%
NFA
79
Nuveen Fund Advisors
Illinois
$1.14M -$443K -26,383 -28%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$1.12M +$134 +8 +0%
Squarepoint
81
Squarepoint
New York
$1.06M +$1.07M +63,800 New
Grantham, Mayo, Van Otterloo & Co (GMO)
82
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.05M +$105K +6,249 +11%
Wellington Management Group
83
Wellington Management Group
Massachusetts
$1.02M – – –
GA
84
Geneva Advisors
Illinois
$1.02M +$168K +10,003 +20%
WA
85
WESPAC Advisors
California
$996K +$27K +1,609 +3%
DCM
86
Dupont Capital Management
Delaware
$982K -$149K -8,864 -13%
OC
87
Oppenheimer & Co
New York
$967K +$78.9K +4,700 +9%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$951K – – –
PI
89
Putnam Investments
Massachusetts
$947K -$30.2K -1,800 -3%
MAM
90
Martingale Asset Management
Massachusetts
$858K +$279K +16,600 +47%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$857K -$17 -1 -0%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$841K +$44.6K +2,659 +6%
SSA
93
Schonfeld Strategic Advisors
New York
$831K +$839K +50,000 New
FWM
94
Focused Wealth Management
New York
$819K +$57.8K +3,445 +8%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$792K +$33.7K +2,008 +4%
AWCI
96
Alpine Woods Capital Investors
New York
$775K – – –
NFA
97
Nationwide Fund Advisors
Ohio
$755K -$33.8K -2,012 -4%
AIG
98
American International Group
New York
$689K -$1.81K -108 -0.3%
CCMH
99
Cornerstone Capital Management Holdings
New York
$687K +$695K +41,400 New
BA
100
BlackRock Advisors
Delaware
$636K -$1.01K -60 -0.2%
2 3
4
5 6

ARI Hedge Fund Activity: Q4 2016 in Review

196 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2016, worth a combined $880M — up 13% from $777M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ARI positions and 20 closed out — a net gain of 19 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was UBS Group, adding an estimated $15.8M. The largest seller was Blackstone Inc, exiting entirely with an estimated $30.2M sold.

  • 196 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2016, up from 180 in Q3 2016.
  • Funds reported $880M of Apollo Commercial Real Estate stock for Q4 2016, up 13% quarter-over-quarter.
  • 39 funds opened new Apollo Commercial Real Estate positions in Q4 2016 and 20 closed out, a net change of +19 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2016 was UBS Group, an estimated $15.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2016 was Blackstone Inc, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2016.