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ARI

Apollo Commercial Real Estate

249 hedge funds and large institutions have $1.68B invested in Apollo Commercial Real Estate in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 63

9% more capital invested

Capital invested by funds: $1.54B → $1.68B (+$139M)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0.39% less ownership

Funds ownership: 69.13%68.74% (-0.39%)

1% less funds holding

Funds holding: 252249 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

76% less call options, than puts

Call options by funds: $208K | Put options by funds: $873K

Holders
249
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
5.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
35
Increased
88
Reduced
63
Closed
35
Calls
$208K
Puts
$873K
Net Calls
-$665K
Net Calls Change
+$209K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
76
Nissay Asset Management
Japan
$1.64M
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$1.63M -$49.5K -2,748 -3%
UBS AM
78
UBS AM
Illinois
$1.61M +$141K +7,817 +10%
TFCM
79
Taylor Frigon Capital Management
Arizona
$1.58M -$37.5K -2,085 -2%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$1.56M +$107K +5,955 +7%
ECM
81
EII Capital Management
New York
$1.53M
IC
82
Iconiq Capital
California
$1.53M
WA
83
WESPAC Advisors
California
$1.46M +$50.7K +2,814 +4%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.42M +$16.2K +901 +1%
Macquarie Group
85
Macquarie Group
Australia
$1.41M
AG
86
Aperio Group
California
$1.4M -$458K -25,420 -25%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$1.4M -$332K -18,425 -19%
TPSF
88
Texas Permanent School Fund
Texas
$1.39M +$54.2K +3,012 +4%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$1.37M
SEI Investments
90
SEI Investments
Pennsylvania
$1.34M +$10.1K +561 +0.8%
FWM
91
Focused Wealth Management
New York
$1.26M +$138K +7,640 +12%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$1.24M +$162K +9,026 +15%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$1.22M +$174K +9,641 +17%
WG
94
Winton Group
United Kingdom
$1.18M +$569K +31,596 +96%
OC
95
Oppenheimer & Co
New York
$1.15M -$198K -11,000 -15%
LPL Financial
96
LPL Financial
California
$1.15M +$315K +17,481 +38%
Stifel Financial
97
Stifel Financial
Missouri
$1.14M +$141K +7,824 +14%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$1.12M +$181K +10,065 +20%
William Blair & Company
99
William Blair & Company
Illinois
$1.11M +$174K +9,650 +19%
AG
100
Advisor Group
Arizona
$1.04M -$118K -6,560 -10%

ARI Hedge Fund Activity: Q1 2019 in Review

249 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2019, worth a combined $1.68B — up 9% from $1.54B a quarter earlier.

Fund positioning in ARI was balanced in Q1 2019: 35 funds opened new positions, 35 closed out, 88 added to existing stakes and 63 trimmed.

The largest buyer was UBS Group, adding an estimated $11.7M. The largest seller was Renaissance Technologies, cutting an estimated $12.4M.

  • 249 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2019, down from 252 in Q4 2018.
  • Funds reported $1.68B of Apollo Commercial Real Estate stock for Q1 2019, up 9% quarter-over-quarter.
  • 35 funds opened new Apollo Commercial Real Estate positions in Q1 2019 and 35 closed out, a net change of 0 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2019 was UBS Group, an estimated $11.7M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2019 was Renaissance Technologies, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2019.