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ARI

Apollo Commercial Real Estate
ARI

183 hedge funds and large institutions have $1.05B invested in Apollo Commercial Real Estate in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 39 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 39

19% more capital invested

Capital invested by funds: $880M → $1.05B (+$169M)

2.85% more ownership

Funds ownership: 57.91% → 60.76% (+2.8%)

7% less funds holding

Funds holding: 196 → 183 (-13)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $1.64M

Holders
183
Holders Change
-13
Holders Change %
-6.63%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
28
Increased
81
Reduced
39
Closed
33
Calls
$3K
Puts
$1.64M
Net Calls
-$1.64M
Net Calls Change
-$3.09M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$135M
2
NSLI
Nan Shan Life Insurance
Taiwan
+$26.5M
3
First Trust Advisors
First Trust Advisors
Illinois
+$9.91M
4
Asset Management One
Asset Management One
Japan
+$6.1M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$5.63M

Top Sellers

Rank Fund Capital Flow
1
AMH
Apollo Management Holdings
New York
-$21.3M
2
N
Nuveen
North Carolina
-$6.88M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$6.31M
4
Morgan Stanley
Morgan Stanley
New York
-$5.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
76
Piedmont Investment Advisors
North Carolina
$1.57M +$837K +47,122 +130%
GA
77
Geneva Advisors
Illinois
$1.52M +$350K +19,716 +32%
AG
78
Aperio Group
California
$1.52M +$105K +5,891 +8%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$1.47M -$516K -29,076 -27%
Macquarie Group
80
Macquarie Group
Australia
$1.46M – – –
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$1.33M +$64.1K +3,606 +5%
SEI Investments
82
SEI Investments
Pennsylvania
$1.3M – – –
NFA
83
Nuveen Fund Advisors
Illinois
$1.26M -$26.9K -1,513 -2%
CG
84
Clinton Group
New York
$1.18M -$266K -15,000 -19%
Wellington Management Group
85
Wellington Management Group
Massachusetts
$1.17M +$9.89K +557 +0.9%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$1.17M +$206K +11,605 +23%
DCM
87
Dupont Capital Management
Delaware
$1.11M – – –
OC
88
Oppenheimer & Co
New York
$1.1M +$5.33K +300 +0.5%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$1.08M – – –
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06M +$156K +8,762 +18%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$1.06M +$85.4K +4,808 +9%
PI
92
Putnam Investments
Massachusetts
$1.04M -$30.4K -1,710 -3%
UBS AM
93
UBS AM
Illinois
$1.02M +$406K +22,854 +72%
WA
94
WESPAC Advisors
California
$981K -$138K -7,777 -13%
MAM
95
Martingale Asset Management
Massachusetts
$971K – – –
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$970K +$279K +15,705 +44%
FWM
97
Focused Wealth Management
New York
$950K +$21.7K +1,222 +2%
AIG
98
American International Group
New York
$903K +$116K +6,510 +16%
NFA
99
Nationwide Fund Advisors
Ohio
$839K -$14K -787 -2%
SCA
100
Secor Capital Advisors
New York
$799K +$754K +42,475 New
2 3
4
5 6

ARI Hedge Fund Activity: Q1 2017 in Review

183 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2017, worth a combined $1.05B — up 19% from $880M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ARI and 28 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 81 added.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Apollo Management Holdings, cutting an estimated $21.3M.

  • 183 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2017, down from 196 in Q4 2016.
  • Funds reported $1.05B of Apollo Commercial Real Estate stock for Q1 2017, up 19% quarter-over-quarter.
  • 28 funds opened new Apollo Commercial Real Estate positions in Q1 2017 and 33 closed out, a net change of -5 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2017 was BlackRock, an estimated $135M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2017 was Apollo Management Holdings, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2017.