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ARI

Apollo Commercial Real Estate
ARI

180 hedge funds and large institutions have $777M invested in Apollo Commercial Real Estate in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

67% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.18M

15% more capital invested

Capital invested by funds: $674M → $777M (+$102M)

8% more funds holding

Funds holding: 167 → 180 (+13)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.05% less ownership

Funds ownership: 62.25% → 59.2% (-3%)

Holders
180
Holders Change
+13
Holders Change %
+7.78%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
29
Increased
83
Reduced
45
Closed
14
Calls
$1.97M
Puts
$1.18M
Net Calls
+$794K
Net Calls Change
-$425K

Top Buyers

1
NSLI
Nan Shan Life Insurance
Taiwan
+$36M
2
AMH
Apollo Management Holdings
New York
+$24.2M
3
BFA
BlackRock Fund Advisors
California
+$13.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$11M
5
AFG
American Financial Group
Ohio
+$6.17M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$27.2M
2
First Trust Advisors
First Trust Advisors
Illinois
-$10M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$5.82M
4
Two Sigma Investments
Two Sigma Investments
New York
-$5.21M
5
O
OppenheimerFunds
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
126
QS Investors
New York
$263K +$58.8K +3,577 +29%
TRCT
127
Tower Research Capital (TRC)
New York
$254K +$205K +12,449 +405%
BT
128
Beacon Trust
New Jersey
$234K +$37.7K +2,296 +19%
BFM
129
Boothbay Fund Management
New York
$231K +$232K +14,124 New
Creative Planning
130
Creative Planning
Kansas
$218K +$201K +12,232 +1,150%
CGH
131
Crossmark Global Holdings
Texas
$214K +$194K +11,790 New
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$209K -$17.3K -1,055 -8%
Principal Financial Group
133
Principal Financial Group
Iowa
$205K -$9.55K -581 -4%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$205K – – –
ST
135
Spinnaker Trust
Maine
$198K – – –
GCP
136
GSA Capital Partners
United Kingdom
$195K +$196K +11,900 New
HI
137
Horizon Investments
North Carolina
$190K -$106K -6,433 -36%
FFS
138
Founders Financial Securities
Maryland
$186K -$107K -6,492 -36%
SB
139
Suntrust Banks
Georgia
$174K +$176K +10,680 New
Legal & General Group
140
Legal & General Group
United Kingdom
$156K +$27.4K +1,668 +21%
IA
141
IFP Advisors
Florida
$147K -$1.91K -116 -1%
AG
142
Advisor Group
Arizona
$132K +$96.2K +5,854 +264%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$116K +$8.87K +540 +8%
Canada Life
144
Canada Life
Manitoba, Canada
$112K +$20.5K +1,248 +22%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$104K +$17K +1,036 +19%
FNBT
146
FineMark National Bank & Trust
Florida
$98K – – –
AWM
147
AllSquare Wealth Management
New York
$82K – – –
HIIFS
148
Harel Insurance Investments & Financial Services
Israel
$75K – – –
MWP
149
MYCIO Wealth Partners
Pennsylvania
$73K +$2.02K +123 +3%
EWM
150
Edge Wealth Management
New York
$58K +$50.4K +3,064 +613%
4 5
6
7 8

ARI Hedge Fund Activity: Q3 2016 in Review

180 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2016, worth a combined $777M — up 15% from $674M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ARI positions and 14 closed out — a net gain of 15 holders — while 83 added to existing stakes and 45 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $36M. The largest seller was Goldman Sachs, cutting an estimated $27.2M.

  • 180 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2016, up from 167 in Q2 2016.
  • Funds reported $777M of Apollo Commercial Real Estate stock for Q3 2016, up 15% quarter-over-quarter.
  • 29 funds opened new Apollo Commercial Real Estate positions in Q3 2016 and 14 closed out, a net change of +15 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2016 was Nan Shan Life Insurance, an estimated $36M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2016 was Goldman Sachs, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2016.