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ARI

Apollo Commercial Real Estate

248 hedge funds and large institutions have $747M invested in Apollo Commercial Real Estate in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 55.53%56.7% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 250248 (-2)

89% less capital invested

Capital invested by funds: $6.74B → $747M (-$6B)

93% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $49.8M

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
84
Reduced
78
Closed
30
Calls
$3.44M
Puts
$49.8M
Net Calls
-$46.3M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$759K +$176K +15,884 +24%
IFG
77
Independent Financial Group
California
$757K
Marshall Wace
78
Marshall Wace
United Kingdom
$732K +$870K +78,612 New
Macquarie Group
79
Macquarie Group
Australia
$722K
GCM
80
Graham Capital Management
Connecticut
$721K -$1.26M -113,608 -59%
AIG
81
American International Group
New York
$709K +$5.13K +463 +0.6%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$704K -$197K -17,788 -19%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$697K -$287K -25,903 -26%
YCM
84
Yousif Capital Management
Michigan
$684K -$102K -9,250 -11%
MIM
85
MetLife Investment Management
New Jersey
$682K
Citigroup
86
Citigroup
New York
$679K -$180K -16,289 -18%
Truist Financial
87
Truist Financial
North Carolina
$669K +$669K +60,428 +527%
AWM
88
AE Wealth Management
Kansas
$663K +$197K +17,820 +33%
Teacher Retirement System of Texas
89
Teacher Retirement System of Texas
Texas
$662K +$221 +20 +0%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$583K +$16.7K +1,510 +2%
LSERS
91
Louisiana State Employees Retirement System
Louisiana
$564K -$8.86K -800 -1%
Janus Henderson Group
92
Janus Henderson Group
United Kingdom
$562K +$354K +31,968 +113%
CAN
93
Cetera Advisor Networks
California
$554K +$92K +8,307 +16%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$533K -$90.4K -8,165 -12%
VRS
95
Virginia Retirement Systems
Virginia
$528K +$628K +56,700 New
AB
96
Amalgamated Bank
New York
$519K -$49.2K -4,442 -7%
RJA
97
Raymond James & Associates
Florida
$513K -$350K -31,593 -36%
MA
98
MAS Advisors
Florida
$503K -$23.6K -2,133 -4%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$502K +$81.7K +7,382 +16%
BAAM
100
Baker Avenue Asset Management
California
$499K +$594K +53,618 New

ARI Hedge Fund Activity: Q1 2023 in Review

248 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2023, worth a combined $747M — down 89% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARI positions and 30 closed out — a net gain of 2 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.97M. The largest seller was BlackRock, cutting an estimated $2.85M.

  • 248 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2023, down from 250 in Q4 2022.
  • Funds reported $747M of Apollo Commercial Real Estate stock for Q1 2023, down 89% quarter-over-quarter.
  • 32 funds opened new Apollo Commercial Real Estate positions in Q1 2023 and 30 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2023 was Vanguard Group, an estimated $3.97M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2023 was BlackRock, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2023.