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ARI

Apollo Commercial Real Estate
ARI

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: 250 → 248 (-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

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.97M
2
Millennium Management
Millennium Management
New York
+$3.58M
3
First Trust Advisors
First Trust Advisors
Illinois
+$2.87M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.22M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.85M
2
Morgan Stanley
Morgan Stanley
New York
-$2.07M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.51M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.5M
5
GCM
Graham Capital Management
Connecticut
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSRPS
101
Maryland State Retirement & Pension System
Maryland
$487K -$12.6K -1,139 -2%
AQR Capital Management
102
AQR Capital Management
Connecticut
$460K -$69.9K -6,313 -11%
SEI Investments
103
SEI Investments
Pennsylvania
$452K +$537K +48,527 New
SIC
104
Samalin Investment Counsel
New York
$420K +$35.8K +3,231 +8%
Nomura Holdings
105
Nomura Holdings
Japan
$396K +$471K +42,526 New
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$388K -$14.5K -1,310 -3%
SCM
107
SOL Capital Management
Maryland
$383K +$144K +13,000 +46%
AWM
108
Apollon Wealth Management
South Carolina
$381K +$3.37K +304 +0.7%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$369K – – –
ASRS
110
Arizona State Retirement System
Arizona
$360K +$11.2K +1,012 +3%
PCM
111
Penserra Capital Management
California
$326K +$73.2K +6,612 +23%
CANY
112
Caxton Associates (New York)
New York
$311K +$370K +33,409 New
PAM
113
Panagora Asset Management
Massachusetts
$308K +$366K +33,031 New
VF
114
Virtu Financial
New York
$299K +$216K +19,506 +155%
CWA
115
Carolina Wealth Advisors
South Carolina
$292K +$347K +31,391 New
CLOS
116
Compagnie Lombard Odier SCmA
Switzerland
$291K – – –
HHRDM
117
H&H Retirement Design & Management
Nevada
$290K – – –
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$289K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
119
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$289K +$343K +31,000 New
KI
120
Kula Investments
Illinois
$285K +$339K +30,609 New
EGM
121
Engineers Gate Manager
New York
$279K +$332K +29,975 New
SO
122
STRS Ohio
Ohio
$278K – – –
II
123
Inspire Investing
Idaho
$275K +$83.3K +7,521 +34%
EW
124
Evoke Wealth
California
$272K -$11.1K -1,000 -3%
CCM
125
Chiron Capital Management
Florida
$271K – – –
3 4
5
6 7

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.