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ARI

Apollo Commercial Real Estate
ARI

161 hedge funds and large institutions have $709M invested in Apollo Commercial Real Estate in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

168% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 28

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more capital invested

Capital invested by funds: $526M → $709M (+$183M)

13% more funds holding

Funds holding: 142 → 161 (+19)

4.02% more ownership

Funds ownership: 68.62% → 72.63% (+4%)

25% less call options, than puts

Call options by funds: $74K | Put options by funds: $99K

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
4.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
75
Reduced
28
Closed
10
Calls
$74K
Puts
$99K
Net Calls
-$25K
Net Calls Change
+$2.55M

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$17.9M
2
Deutsche Bank
Deutsche Bank
Germany
+$13.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$12.8M
4
N
Nuveen
North Carolina
+$12.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$11M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$11.9M
2
ECM
EII Capital Management
New York
-$4.17M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.35M
4
SCM
Sterling Capital Management
North Carolina
-$1.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
Sterling Capital Management
North Carolina
$603K -$1.7M -101,134 -74%
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$582K -$1.16M -68,660 -67%
PI
103
Putnam Investments
Massachusetts
$581K -$14.5K -859 -2%
KIA
104
King Investment Advisors
Texas
$581K – – –
ACM
105
Ativo Capital Management
Illinois
$560K +$90.8K +5,392 +20%
AA
106
ALPS Advisors
Colorado
$528K -$22.3K -1,326 -4%
Stifel Financial
107
Stifel Financial
Missouri
$521K +$8.58K +510 +2%
GCP
108
GSA Capital Partners
United Kingdom
$501K +$491K +29,180 New
EWM
109
Edge Wealth Management
New York
$466K +$454K +27,000 New
FCI
110
Financial Counselors Inc
Kansas
$430K – – –
HIM
111
Hillsdale Investment Management
Ontario, Canada
$424K +$416K +24,700 New
VOYA Investment Management
112
VOYA Investment Management
Georgia
$395K – – –
CSS
113
Cubist Systematic Strategies
Connecticut
$368K +$360K +21,401 New
SO
114
STRS Ohio
Ohio
$340K +$67.3K +4,000 +25%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$328K – – –
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$320K +$7.93K +471 +3%
WEC
117
Winslow Evans & Crocker
Massachusetts
$318K – – –
RVP
118
Relative Value Partners
Illinois
$315K +$42.3K +2,515 +16%
Tudor Investment Corp
119
Tudor Investment Corp
Connecticut
$296K +$290K +17,211 New
SAM
120
Shikiar Asset Management
New York
$276K -$50.5K -3,000 -16%
TRCT
121
Tower Research Capital (TRC)
New York
$257K +$184K +10,943 +274%
GC
122
Globeflex Capital
California
$250K +$245K +14,578 New
PAM
123
Princeton Alpha Management
New Jersey
$243K +$238K +14,132 New
BG
124
BlackRock Group
United Kingdom
$234K +$1.14K +68 +0.5%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$215K +$210K +12,500 New
3 4
5
6 7

ARI Hedge Fund Activity: Q1 2015 in Review

161 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2015, worth a combined $709M — up 35% from $526M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARI positions and 10 closed out — a net gain of 20 holders — while 75 added to existing stakes and 28 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $17.9M. The largest seller was Millennium Management, exiting entirely with an estimated $11.9M sold.

  • 161 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2015, up from 142 in Q4 2014.
  • Funds reported $709M of Apollo Commercial Real Estate stock for Q1 2015, up 35% quarter-over-quarter.
  • 30 funds opened new Apollo Commercial Real Estate positions in Q1 2015 and 10 closed out, a net change of +20 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2015 was EJF Capital, an estimated $17.9M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2015 was Millennium Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2015.