Apollo Commercial Real Estate
ARI
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.
68% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 31
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
11% more capital invested
Capital invested by funds: $373M → $413M (+$40M)
5.07% more ownership
Funds ownership: 61.87% → 66.94% (+5.1%)
4% more funds holding
Funds holding: 124 → 129 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GXMC
Global X Management Company
New York
|
+$8.25M |
| 2 |
JP Morgan Chase
New York
|
+$7.75M |
| 3 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$5.79M |
| 4 |
Goldman Sachs
New York
|
+$3.98M |
| 5 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$7.54M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.96M |
| 3 |
WCM
Wesley Capital Management
New York
|
-$4.88M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$3.84M |
| 5 |
Morgan Stanley
New York
|
-$3.1M |
ARI Hedge Fund Activity: Q1 2014 in Review
129 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2014, worth a combined $413M — up 11% from $373M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ARI positions and 17 closed out — a net gain of 6 holders — while 52 added to existing stakes and 31 trimmed.
The largest buyer was Global X Management Company, opening a new position worth an estimated $8.25M. The largest seller was EJF Capital, exiting entirely with an estimated $7.54M sold.
- 129 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2014, up from 124 in Q4 2013.
- Funds reported $413M of Apollo Commercial Real Estate stock for Q1 2014, up 11% quarter-over-quarter.
- 23 funds opened new Apollo Commercial Real Estate positions in Q1 2014 and 17 closed out, a net change of +6 holders.
- The largest Apollo Commercial Real Estate buyer in Q1 2014 was Global X Management Company, an estimated $8.25M added.
- The largest Apollo Commercial Real Estate seller in Q1 2014 was EJF Capital, an estimated $7.54M sold.
Based on aggregated 13F filings for Q1 2014.