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ARI

Apollo Commercial Real Estate
ARI

199 hedge funds and large institutions have $1.35B invested in Apollo Commercial Real Estate in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 38

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

28% more capital invested

Capital invested by funds: $1.05B → $1.35B (+$299M)

9.35% more ownership

Funds ownership: 60.76% → 70.11% (+9.3%)

9% more funds holding

Funds holding: 183 → 199 (+16)

48% less call options, than puts

Call options by funds: $819K | Put options by funds: $1.56M

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
199
Holders Change
+16
Holders Change %
+8.74%
% of All Funds
4.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
90
Reduced
38
Closed
17
Calls
$819K
Puts
$1.56M
Net Calls
-$744K
Net Calls Change
+$892K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$127M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$67.9M
3
Norges Bank
Norges Bank
Norway
+$19.7M
4
N
Nuveen
North Carolina
+$15.9M
5
Principal Financial Group
Principal Financial Group
Iowa
+$15.3M

Top Sellers

Rank Fund Capital Flow
1
NSLI
Nan Shan Life Insurance
Taiwan
-$17.9M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$7.42M
3
WFI
West Family Investments
California
-$4.44M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$3.47M
5
EWM
Edge Wealth Management
New York
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWNA
76
Marshall Wace North America
New York
$1.68M +$1.65M +88,354 New
BPC
77
Banque Pictet & Cie
Switzerland
$1.67M +$1.69M +90,000 New
PNAA
78
Pictet North America Advisors
Switzerland
$1.67M +$1.69M +90,000 New
SAM
79
Shell Asset Management
Netherlands
$1.65M – – –
RJFSA
80
Raymond James Financial Services Advisors
Florida
$1.63M -$290K -15,506 -15%
WA
81
WESPAC Advisors
California
$1.57M +$610K +32,587 +62%
AG
82
Aperio Group
California
$1.55M +$51.5K +2,748 +3%
Macquarie Group
83
Macquarie Group
Australia
$1.44M – – –
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$1.37M +$1.38M +73,922 New
CCMW
85
Cypress Capital Management (Wyoming)
Wyoming
$1.37M +$1.17M +62,400 +543%
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$1.33M +$16.8K +898 +1%
AIG
87
American International Group
New York
$1.28M +$397K +21,200 +44%
TPSF
88
Texas Permanent School Fund
Texas
$1.28M +$1.29M +68,857 New
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27M +$228K +12,200 +22%
SWM
90
Stockman Wealth Management
Montana
$1.23M +$915K +48,850 +278%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$1.22M +$1.23M +65,870 New
Acadian Asset Management
92
Acadian Asset Management
Massachusetts
$1.21M -$7.42M -396,276 -86%
LPL Financial
93
LPL Financial
California
$1.21M +$1.22M +65,337 New
SEI Investments
94
SEI Investments
Pennsylvania
$1.18M -$103K -5,512 -8%
USAA
95
United Services Automobile Association
Texas
$1.17M +$1.18M +63,200 New
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$1.17M +$120K +6,419 +11%
Wellington Management Group
97
Wellington Management Group
Massachusetts
$1.16M – – –
SCM
98
Sterling Capital Management
North Carolina
$1.08M +$1.09M +58,422 New
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$1.06M – – –
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$1.05M +$477K +25,452 +81%
2 3
4
5 6

ARI Hedge Fund Activity: Q2 2017 in Review

199 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q2 2017, worth a combined $1.35B — up 28% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ARI positions and 17 closed out — a net gain of 17 holders — while 90 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $127M. The largest seller was Nan Shan Life Insurance, cutting an estimated $17.9M.

  • 199 institutional investors held Apollo Commercial Real Estate (ARI) as of Q2 2017, up from 183 in Q1 2017.
  • Funds reported $1.35B of Apollo Commercial Real Estate stock for Q2 2017, up 28% quarter-over-quarter.
  • 34 funds opened new Apollo Commercial Real Estate positions in Q2 2017 and 17 closed out, a net change of +17 holders.
  • The largest Apollo Commercial Real Estate buyer in Q2 2017 was BlackRock, an estimated $127M added.
  • The largest Apollo Commercial Real Estate seller in Q2 2017 was Nan Shan Life Insurance, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2017.