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ARI

Apollo Commercial Real Estate

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

134% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.09M

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

13% more capital invested

Capital invested by funds: $777M → $880M (+$103M)

9% more funds holding

Funds holding: 180196 (+16)

1.29% less ownership

Funds ownership: 59.2%57.91% (-1.3%)

Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
4.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
BlueCrest Capital Management
Jersey
$306K +$309K +18,423 New
Legal & General Group
127
Legal & General Group
United Kingdom
$284K +$127K +7,577 +79%
AWA
128
Arete Wealth Advisors
Illinois
$276K +$279K +16,630 New
SWK
129
Stephen W. Kidder
$269K
Principal Financial Group
130
Principal Financial Group
Iowa
$267K +$60K +3,577 +29%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$260K +$262K +15,612 New
Two Sigma Investments
132
Two Sigma Investments
New York
$259K -$2.38M -141,889 -90%
SWM
133
Stockman Wealth Management
Montana
$258K +$261K +15,550 New
AG
134
Advisor Group
Arizona
$255K +$122K +7,250 +90%
Creative Planning
135
Creative Planning
Kansas
$242K +$21.4K +1,273 +10%
BT
136
Beacon Trust
New Jersey
$238K
GLA
137
Great Lakes Advisors
Illinois
$228K +$230K +13,720 New
CG
138
Caprock Group
Idaho
$224K -$1.55M -92,470 -87%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$222K +$14.6K +867 +7%
Two Sigma Advisers
140
Two Sigma Advisers
New York
$213K +$216K +12,843 New
CT
141
Clearstead Trust
Maine
$211K +$213K +12,686 New
FRM
142
Fox Run Management
Connecticut
$211K +$213K +12,700 New
SIM
143
Strategic Investment Management
Virginia
$208K +$210K +12,516 New
ICA
144
Infrastructure Capital Advisors
New York
$208K +$211K +12,540 New
AW
145
ACG Wealth
Georgia
$203K +$205K +12,220 New
ST
146
Spinnaker Trust
Maine
$201K
HI
147
Horizon Investments
North Carolina
$195K +$2.27K +135 +1%
Ameriprise
148
Ameriprise
Minnesota
$194K +$196K +11,653 New
ProShare Advisors
149
ProShare Advisors
Maryland
$193K +$195K +11,587 New
FFS
150
Founders Financial Securities
Maryland
$192K +$2.52K +150 +1%

ARI Hedge Fund Activity: Q4 2016 in Review

196 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2016, worth a combined $880M — up 13% from $777M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ARI positions and 20 closed out — a net gain of 19 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was UBS Group, adding an estimated $15.8M. The largest seller was Blackstone Inc, exiting entirely with an estimated $30.2M sold.

  • 196 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2016, up from 180 in Q3 2016.
  • Funds reported $880M of Apollo Commercial Real Estate stock for Q4 2016, up 13% quarter-over-quarter.
  • 39 funds opened new Apollo Commercial Real Estate positions in Q4 2016 and 20 closed out, a net change of +19 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2016 was UBS Group, an estimated $15.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2016 was Blackstone Inc, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2016.