ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

129 hedge funds and large institutions have $413M invested in Apollo Commercial Real Estate in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
52
Reduced
31
Closed
17
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$277K

Top Buyers

1
GXMC
1
Global X Management Company
New York
$8.24M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.4M
3
OCG
3
Opus Capital Group
Ohio
$12.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$56.8M
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$3.65M

Top Sellers

1
EC
1
EJF Capital
Virginia
$0
2
CS
2
Credit Suisse
Switzerland
$1.46M
3
WCM
3
Wesley Capital Management
New York
$0
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
101
KMS Financial Services
Washington
$191K +$24.7K +1,490 +15%
Principal Financial Group
102
Principal Financial Group
Iowa
$179K +$179K +10,752 New
AAM
103
Advisors Asset Management
Colorado
$178K +$58.7K +3,536 +49%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$168K +$35.3K +2,130 +27%
APCM
105
Arbiter Partners Capital Management
New York
$166K – – –
CCM
106
Compton Capital Management
Rhode Island
$166K – – –
WA
107
WFG Advisors
Texas
$162K – – –
DCM
108
Dean Capital Management
Kansas
$151K +$151K +9,095 New
PAM
109
Paradigm Asset Management
New York
$139K – – –
FMT
110
First Mercantile Trust
Tennessee
$130K +$54.2K +3,250 +71%
MVP
111
Miller Value Partners
Florida
$110K – – –
IMS
112
Index Management Solutions
Pennsylvania
$102K +$102K +6,155 New
ARC
113
Absolute Return Capital
Massachusetts
$100K +$100K +6,006 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$87K +$25.6K +1,530 +42%
STC
115
SEI Trust Company
Pennsylvania
$78K -$69.7K -4,200 -47%
CAM
116
ClariVest Asset Management
California
$76K +$76K +4,600 New
MWP
117
MYCIO Wealth Partners
Pennsylvania
$57K +$1.33K +80 +2%
Citadel Advisors
118
Citadel Advisors
Florida
$53K -$1.13M -67,953 -96%
Creative Planning
119
Creative Planning
Kansas
$42K +$8.4K +500 +25%
Ameriprise
120
Ameriprise
Minnesota
$34K – – –
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$33K – – –
MOACM
122
Mutual of America Capital Management
New York
$33K +$33K +2,000 New
TRCT
123
Tower Research Capital (TRC)
New York
$26K +$26K +1,586 New
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$21K -$277 -17 -1%
First Manhattan
125
First Manhattan
New York
$19K +$19K +1,200 New
2 3 4
5
6