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ARI

Apollo Commercial Real Estate
ARI

235 hedge funds and large institutions have $1.52B invested in Apollo Commercial Real Estate in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.4B → $1.52B (+$123M)

5% more funds holding

Funds holding: 223 → 235 (+12)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.76% less ownership

Funds ownership: 71.06% → 69.3% (-1.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $791K

Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
5.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
36
Increased
85
Reduced
74
Closed
22
Calls
–
Puts
$791K
Net Calls
-$791K
Net Calls Change
+$698K

Top Buyers

Rank Fund Capital Flow
1
NSLI
Nan Shan Life Insurance
Taiwan
+$54.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.1M
3
SOMRS
State of Michigan Retirement System
Michigan
+$26.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$16.1M
5
BlackRock
BlackRock
New York
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
APG Asset Management
APG Asset Management
Netherlands
-$20.9M
2
Barclays
Barclays
United Kingdom
-$11.7M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$6.35M
4
HS
Hazelview Securities
Ontario, Canada
-$3.59M
5
UBS Group
UBS Group
Switzerland
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$1.76M -$81.1K -4,431 -4%
AP
77
Advisors Preferred
Maryland
$1.6M +$1.13M +61,796 +229%
QSS
78
Quantitative Systematic Strategies
Florida
$1.58M +$1.61M +88,156 New
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52M +$60.6K +3,313 +4%
AG
80
Aperio Group
California
$1.5M +$71.3K +3,897 +5%
NAM
81
Nissay Asset Management
Japan
$1.49M +$627K +34,263 +71%
MSL
82
Mackay Shields LLC
New York
$1.49M +$1.51M +82,686 New
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.46M -$173K -9,457 -10%
UBS AM
84
UBS AM
Illinois
$1.45M +$154K +8,409 +12%
WA
85
WESPAC Advisors
California
$1.44M +$109K +5,949 +8%
Macquarie Group
86
Macquarie Group
Australia
$1.4M – – –
USAA
87
United Services Automobile Association
Texas
$1.39M -$3.06K -167 -0.2%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$1.36M -$535K -29,235 -28%
PI
89
PineBridge Investments
New York
$1.33M +$1.35M +74,024 New
BPC
90
Banque Pictet & Cie
Switzerland
$1.32M -$915K -50,000 -40%
PNAA
91
Pictet North America Advisors
Switzerland
$1.32M -$915K -50,000 -40%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$1.31M +$244K +13,333 +22%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$1.31M +$94.9K +5,184 +8%
TPSF
94
Texas Permanent School Fund
Texas
$1.31M +$128K +6,975 +11%
Public Sector Pension Investment Board (PSP Investments)
95
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.28M +$176K +9,600 +16%
AIG
96
American International Group
New York
$1.24M -$284K -15,533 -18%
TFCM
97
Taylor Frigon Capital Management
Arizona
$1.22M +$3.88K +212 +0.3%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$1.22M -$130K -7,098 -10%
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$1.12M +$520K +28,397 +83%
Wellington Management Group
100
Wellington Management Group
Massachusetts
$1.12M – – –
2 3
4
5 6

ARI Hedge Fund Activity: Q1 2018 in Review

235 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2018, worth a combined $1.52B — up 8.8% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ARI positions and 22 closed out — a net gain of 14 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was Nan Shan Life Insurance, adding an estimated $54.9M. The largest seller was APG Asset Management, exiting entirely with an estimated $20.9M sold.

  • 235 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2018, up from 223 in Q4 2017.
  • Funds reported $1.52B of Apollo Commercial Real Estate stock for Q1 2018, up 8.8% quarter-over-quarter.
  • 36 funds opened new Apollo Commercial Real Estate positions in Q1 2018 and 22 closed out, a net change of +14 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2018 was Nan Shan Life Insurance, an estimated $54.9M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2018 was APG Asset Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2018.