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ARI

Apollo Commercial Real Estate
ARI

124 hedge funds and large institutions have $373M invested in Apollo Commercial Real Estate in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $340M → $373M (+$32.8M)

8% more funds holding

Funds holding: 115 → 124 (+9)

1.44% more ownership

Funds ownership: 60.43% → 61.87% (+1.4%)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
44
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$10.8M
2
OCG
Opus Capital Group
Ohio
+$6.76M
3
Goldman Sachs
Goldman Sachs
New York
+$4.86M
4
DCM
Driehaus Capital Management
Illinois
+$3.84M
5
BIT
BlackRock Institutional Trust
California
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$5.55M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.62M
3
Morgan Stanley
Morgan Stanley
New York
-$4.05M
4
ECM
EII Capital Management
New York
-$3.29M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
101
Hillsdale Investment Management
Ontario, Canada
$173K +$173K +10,650 New
Prudential Financial
102
Prudential Financial
New Jersey
$164K +$164K +10,099 New
KFS
103
KMS Financial Services
Washington
$163K -$13.8K -850 -8%
CCM
104
Compton Capital Management
Rhode Island
$163K -$8.11K -500 -5%
APCM
105
Arbiter Partners Capital Management
New York
$163K – – –
WA
106
WFG Advisors
Texas
$158K -$8.11K -500 -5%
STC
107
SEI Trust Company
Pennsylvania
$145K +$4.86K +300 +3%
PAM
108
Paradigm Asset Management
New York
$136K – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$130K – – –
AAM
110
Advisors Asset Management
Colorado
$117K +$92.6K +5,709 +388%
MVP
111
Miller Value Partners
Florida
$108K – – –
NTCOC
112
Northern Trust Company of Connecticut
Connecticut
$81K +$81.1K +5,000 New
FMT
113
First Mercantile Trust
Tennessee
$74K +$73.8K +4,550 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$60K +$12.1K +744 +25%
MWP
115
MYCIO Wealth Partners
Pennsylvania
$55K +$54.4K +3,354 New
Ameriprise
116
Ameriprise
Minnesota
$33K -$53.5K -3,299 -61%
Creative Planning
117
Creative Planning
Kansas
$33K – – –
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$33K – – –
California Public Employees Retirement System
119
California Public Employees Retirement System
California
$23K +$1.62K +100 +8%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$21K -$51.9K -3,204 -71%
BlackRock
121
BlackRock
New York
$17K – – –
EWM
122
Elite Wealth Management
Washington
$15K -$8.11K -500 -36%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$7.77K -$155K -9,549 -95%
US Bancorp
124
US Bancorp
Minnesota
$4K +$3.84K +237 New
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$464 +$33.9K +2,088 +8%
2 3 4
5
6

ARI Hedge Fund Activity: Q4 2013 in Review

124 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2013, worth a combined $373M — up 9.6% from $340M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ARI positions and 9 closed out — a net gain of 11 holders — while 44 added to existing stakes and 43 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $10.8M. The largest seller was EJF Capital, cutting an estimated $5.55M.

  • 124 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2013, up from 115 in Q3 2013.
  • Funds reported $373M of Apollo Commercial Real Estate stock for Q4 2013, up 9.6% quarter-over-quarter.
  • 20 funds opened new Apollo Commercial Real Estate positions in Q4 2013 and 9 closed out, a net change of +11 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2013 was Schroder Investment Management Group, an estimated $10.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2013 was EJF Capital, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2013.