ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

165 hedge funds and large institutions have $634M invested in Apollo Commercial Real Estate in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+4
Holders Change %
+2.48%
% of All Funds
4.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
21
Increased
71
Reduced
45
Closed
16
Calls
$13K
Puts
$90K
Net Calls
-$77K
Net Calls Change
-$52K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$20.4M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$26.7M
3
TFMS
3
Trust & Fiduciary Management Services
Massachusetts
$9.06M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$4.62M
5
GC
5
Guggenheim Capital
Illinois
$7.63M

Top Sellers

1
EC
1
EJF Capital
Virginia
$1.07M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$1.88M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$5.93M
4
WCM
4
Wesley Capital Management
New York
$11.7M
5
OAM
5
Orinda Asset Management
California
$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
126
Schroder Investment Management Group
United Kingdom
$196K – – –
KIA
127
King Investment Advisors
Texas
$180K -$379K -22,920 -68%
Principal Financial Group
128
Principal Financial Group
Iowa
$180K +$180K +10,934 New
IC
129
InterOcean Capital
Illinois
$170K +$170K +10,335 New
SEI Investments
130
SEI Investments
Pennsylvania
$169K +$13.5K +822 +9%
CSS
131
Cubist Systematic Strategies
Connecticut
$166K -$186K -11,302 -53%
Legal & General Group
132
Legal & General Group
United Kingdom
$141K +$29.7K +1,783 +27%
PAM
133
Paradigm Asset Management
New York
$131K – – –
US Bancorp
134
US Bancorp
Minnesota
$129K +$5.08K +310 +4%
AAM
135
Advisors Asset Management
Colorado
$126K -$4.69K -285 -4%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$115K +$33.1K +2,022 +40%
PAM
137
Panagora Asset Management
Massachusetts
$111K – – –
Canada Life
138
Canada Life
Manitoba, Canada
$92K – – –
AWM
139
AllSquare Wealth Management
New York
$82K – – –
FMT
140
First Mercantile Trust
Tennessee
$78K – – –
FQ
141
First Quadrant
California
$66K – – –
MWP
142
MYCIO Wealth Partners
Pennsylvania
$64K +$1.6K +97 +3%
FNBT
143
FineMark National Bank & Trust
Florida
$58K +$58K +3,500 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$49K +$49K +3,000 New
IWM
145
Integrated Wealth Management
California
$44K +$27.7K +1,700 +170%
QI
146
QS Investors
New York
$42K +$42K +2,546 New
GT
147
Glenmede Trust
Pennsylvania
$41K +$5.69K +355 +16%
LFR
148
Lehman Financial Resources
Pennsylvania
$32K +$16K +1,000 +100%
Barclays
149
Barclays
United Kingdom
$30K -$6.99K -432 -19%
WT
150
Whittier Trust
California
$25K +$25K +1,500 New
4 5
6
7 8