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ARI

Apollo Commercial Real Estate
ARI

252 hedge funds and large institutions have $1.54B invested in Apollo Commercial Real Estate in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

5% more funds holding

Funds holding: 241 → 252 (+11)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4.9% less ownership

Funds ownership: 74.03% → 69.13% (-4.9%)

10% less capital invested

Capital invested by funds: $1.72B → $1.54B (-$177M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $874K

Holders
252
Holders Change
+11
Holders Change %
+4.56%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
100
Reduced
59
Closed
32
Calls
–
Puts
$874K
Net Calls
-$874K
Net Calls Change
-$899K

Top Buyers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
+$27.2M
2
APG Asset Management
APG Asset Management
Netherlands
+$22.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.3M
4
BlackRock
BlackRock
New York
+$9.39M
5
UBS Group
UBS Group
Switzerland
+$7.26M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$59.5M
2
Invesco
Invesco
Georgia
-$12.9M
3
DIA
Dean Investment Associates
Ohio
-$7.87M
4
HS
Hazelview Securities
Ontario, Canada
-$5.67M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
76
Bramshill Investments
Florida
$1.52M +$17.8K +965 +1%
NAM
77
Nissay Asset Management
Japan
$1.5M – – –
TFCM
78
Taylor Frigon Capital Management
Arizona
$1.48M +$435K +23,572 +36%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$1.45M +$900K +48,728 +127%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$1.42M -$807K -43,695 -34%
IC
81
Iconiq Capital
California
$1.4M – – –
ECM
82
EII Capital Management
New York
$1.4M – – –
UBS AM
83
UBS AM
Illinois
$1.34M +$132K +7,173 +10%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$1.33M +$32.5K +1,760 +2%
AP
85
Advisors Preferred
Maryland
$1.33M +$519K +28,092 +54%
Macquarie Group
86
Macquarie Group
Australia
$1.29M – – –
WA
87
WESPAC Advisors
California
$1.28M -$56.8K -3,076 -4%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28M -$465K -25,198 -25%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$1.26M +$33.6K +1,821 +2%
SEI Investments
90
SEI Investments
Pennsylvania
$1.25M +$54.8K +2,967 +4%
OC
91
Oppenheimer & Co
New York
$1.24M +$14.8K +800 +1%
TPSF
92
Texas Permanent School Fund
Texas
$1.23M +$57.9K +3,139 +4%
AG
93
Advisor Group
Arizona
$1.06M +$75.9K +4,109 +7%
FWM
94
Focused Wealth Management
New York
$1.02M +$169K +9,151 +17%
GC
95
Guggenheim Capital
Illinois
$989K -$977K -52,904 -47%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$988K +$99K +5,364 +10%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$954K -$176K -9,540 -14%
MIM
98
MetLife Investment Management
New Jersey
$944K – – –
Stifel Financial
99
Stifel Financial
Missouri
$915K +$108K +5,875 +12%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$857K +$949K +51,431 New
2 3
4
5 6

ARI Hedge Fund Activity: Q4 2018 in Review

252 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2018, worth a combined $1.54B — down 10% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ARI positions and 32 closed out — a net gain of 13 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Bessemer Group, adding an estimated $27.2M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $59.5M.

  • 252 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2018, up from 241 in Q3 2018.
  • Funds reported $1.54B of Apollo Commercial Real Estate stock for Q4 2018, down 10% quarter-over-quarter.
  • 45 funds opened new Apollo Commercial Real Estate positions in Q4 2018 and 32 closed out, a net change of +13 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2018 was Bessemer Group, an estimated $27.2M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2018 was Fuller & Thaler Asset Management, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2018.