ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

196 hedge funds and large institutions have $880M invested in Apollo Commercial Real Estate in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
67
Reduced
58
Closed
20
Calls
$2.54M
Puts
$1.09M
Net Calls
+$1.46M
Net Calls Change
+$661K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$28.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$14.1M
3
AMH
3
Apollo Management Holdings
New York
$57.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$56.8M
5
BFA
5
BlackRock Fund Advisors
California
$72.9M

Top Sellers

1
Blackstone Inc
1
Blackstone Inc
New York
$0
2
IG
2
ING Group
Netherlands
$0
3
Barclays
3
Barclays
United Kingdom
$20K
4
American Century Companies
4
American Century Companies
Missouri
$0
5
AG
5
Aperio Group
California
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
BlueCrest Capital Management
Jersey
$306K +$306K +18,423 New
Legal & General Group
127
Legal & General Group
United Kingdom
$284K +$126K +7,577 +79%
AWA
128
Arete Wealth Advisors
Illinois
$276K +$276K +16,630 New
SWK
129
Stephen W. Kidder
$269K – – –
Principal Financial Group
130
Principal Financial Group
Iowa
$267K +$59.4K +3,577 +29%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$260K +$260K +15,612 New
Two Sigma Investments
132
Two Sigma Investments
New York
$259K -$2.36M -141,889 -90%
SWM
133
Stockman Wealth Management
Montana
$258K +$258K +15,550 New
AG
134
Advisor Group
Arizona
$255K +$121K +7,250 +90%
Creative Planning
135
Creative Planning
Kansas
$242K +$21.1K +1,273 +10%
BT
136
Beacon Trust
New Jersey
$238K – – –
GLA
137
Great Lakes Advisors
Illinois
$228K +$228K +13,720 New
CG
138
Caprock Group
Idaho
$224K -$1.53M -92,470 -87%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$222K +$14.4K +867 +7%
Two Sigma Advisers
140
Two Sigma Advisers
New York
$213K +$213K +12,843 New
CT
141
Clearstead Trust
Maine
$211K +$211K +12,686 New
FRM
142
Fox Run Management
Connecticut
$211K +$211K +12,700 New
SIM
143
Strategic Investment Management
Virginia
$208K +$208K +12,516 New
ICA
144
Infrastructure Capital Advisors
New York
$208K +$208K +12,540 New
AW
145
ACG Wealth
Georgia
$203K +$203K +12,220 New
ST
146
Spinnaker Trust
Maine
$201K – – –
HI
147
Horizon Investments
North Carolina
$195K +$2.25K +135 +1%
Ameriprise
148
Ameriprise
Minnesota
$194K +$194K +11,653 New
ProShare Advisors
149
ProShare Advisors
Maryland
$193K +$193K +11,587 New
FFS
150
Founders Financial Securities
Maryland
$192K +$2.5K +150 +1%
4 5
6
7 8