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ARI

Apollo Commercial Real Estate

166 hedge funds and large institutions have $719M invested in Apollo Commercial Real Estate in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $230K | Put options by funds: $47K

30% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 50

17% more capital invested

Capital invested by funds: $615M → $719M (+$104M)

1.63% more ownership

Funds ownership: 59.35%60.98% (+1.6%)

0% more funds holding

Funds holding: 166166 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

Holders
166
Holders Change
Holders Change %
0%
% of All Funds
4.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
18
Increased
65
Reduced
50
Closed
18
Calls
$230K
Puts
$47K
Net Calls
+$183K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
126
Paloma Partners
Connecticut
$273K +$270K +15,835 New
HI
127
Horizon Investments
North Carolina
$261K -$12.3K -720 -5%
FFS
128
Founders Financial Securities
Maryland
$259K -$10.5K -614 -4%
Principal Financial Group
129
Principal Financial Group
Iowa
$244K +$241K +14,158 New
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$215K
BT
131
Beacon Trust
New Jersey
$207K
EWM
132
Edge Wealth Management
New York
$190K -$273K -16,000 -59%
SAM
133
Shikiar Asset Management
New York
$190K
Legal & General Group
134
Legal & General Group
United Kingdom
$146K
PAM
135
Paradigm Asset Management
New York
$142K -$4.26K -250 -3%
Canada Life
136
Canada Life
Manitoba, Canada
$97K
AWM
137
AllSquare Wealth Management
New York
$86K
US Bancorp
138
US Bancorp
Minnesota
$82K -$55K -3,226 -41%
FMT
139
First Mercantile Trust
Tennessee
$72K -$7.67K -450 -10%
MWP
140
MYCIO Wealth Partners
Pennsylvania
$70K +$1.81K +106 +3%
Federated Hermes
141
Federated Hermes
Pennsylvania
$69K +$68.2K +4,000 New
QI
142
QS Investors
New York
$63K +$12.8K +749 +26%
FNBT
143
FineMark National Bank & Trust
Florida
$60K
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$52K
ST
145
Sphinx Trading
Illinois
$52K
PAM
146
Panagora Asset Management
Massachusetts
$47K -$67.8K -3,974 -59%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$40K -$171K -10,000 -81%
AP
148
Advisors Preferred
Maryland
$39K +$390K +22,896 New
Lazard Asset Management
149
Lazard Asset Management
New York
$31K -$32.7K -1,916 -51%
IWMPD
150
Integrated Wealth Management (Palm Desert)
California
$29K

ARI Hedge Fund Activity: Q4 2015 in Review

166 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2015, worth a combined $719M — up 17% from $615M a quarter earlier.

Fund positioning in ARI was balanced in Q4 2015: 18 funds opened new positions, 18 closed out, 65 added to existing stakes and 50 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $15.1M. The largest seller was Blackstone Inc, cutting an estimated $8.73M.

  • 166 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $719M of Apollo Commercial Real Estate stock for Q4 2015, up 17% quarter-over-quarter.
  • 18 funds opened new Apollo Commercial Real Estate positions in Q4 2015 and 18 closed out, a net change of 0 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2015 was LSV Asset Management, an estimated $15.1M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2015 was Blackstone Inc, an estimated $8.73M sold.

Based on aggregated 13F filings for Q4 2015.