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ARI

Apollo Commercial Real Estate
ARI

235 hedge funds and large institutions have $1.64B invested in Apollo Commercial Real Estate in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $1.52B → $1.64B (+$114M)

3.5% more ownership

Funds ownership: 69.3% → 72.8% (+3.5%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% more funds holding

Funds holding: 235 → 235 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

48% less call options, than puts

Call options by funds: $305K | Put options by funds: $581K

Holders
235
Holders Change
–
Holders Change %
0%
% of All Funds
5.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
101
Reduced
64
Closed
25
Calls
$305K
Puts
$581K
Net Calls
-$276K
Net Calls Change
+$515K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$43.7M
2
Deutsche Bank
Deutsche Bank
Germany
+$23.9M
3
JP Morgan Chase
JP Morgan Chase
New York
+$15M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$15M
5
SOMRS
State of Michigan Retirement System
Michigan
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$22.7M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$16.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$15.8M
4
N
Nuveen
North Carolina
-$7.67M
5
RGREA
Ranger Global Real Estate Advisors
Colorado
-$6.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
126
STRS Ohio
Ohio
$659K +$98.9K +5,400 +18%
FCM
127
Flinton Capital Management
Pennsylvania
$657K +$110K +5,984 +20%
T. Rowe Price Associates
128
T. Rowe Price Associates
Maryland
$653K +$33.9K +1,849 +5%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$634K – – –
Connor, Clark & Lunn Investment Management (CC&L)
130
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$620K +$622K +33,925 New
SCM
131
Shelton Capital Management
Colorado
$606K +$1.59K +87 +0.3%
MSA
132
Mason Street Advisors
Wisconsin
$591K +$31.4K +1,713 +6%
MERSOM
133
Municipal Employees' Retirement System of Michigan
Michigan
$577K -$386K -21,080 -40%
TAM
134
Tyers Asset Management
Texas
$541K +$90.3K +4,928 +20%
DIM
135
DC Investments Management
Virginia
$537K +$538K +29,389 New
IUHSA
136
Itau Unibanco Holding S.A.
Brazil
$515K +$516K +28,190 New
Holocene Advisors
137
Holocene Advisors
New York
$506K +$507K +27,701 New
SPC
138
Sigma Planning Corp
Michigan
$501K -$10.2K -557 -2%
XK
139
Xact Kapitalforvaltning
Sweden
$495K – – –
PIA
140
Piedmont Investment Advisors
North Carolina
$484K +$50.5K +2,757 +12%
RCM
141
Riverhead Capital Management
Delaware
$484K +$80.6K +4,400 +20%
BEAM
142
Baker Ellis Asset Management
Washington
$477K -$36.6K -2,000 -7%
AAM
143
Advisors Asset Management
Colorado
$473K +$123K +6,703 +35%
SCM
144
SOL Capital Management
Maryland
$453K -$23.8K -1,300 -5%
ACP
145
Aviance Capital Partners
Florida
$449K – – –
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$433K +$245K +13,385 +130%
BCM
147
Breiter Capital Management
Florida
$429K -$10.7K -586 -2%
NA
148
Neuburgh Advisers
California
$425K +$70.9K +3,872 +20%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$417K +$23.2K +1,269 +6%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$403K -$35.7K -1,946 -8%
4 5
6
7 8

ARI Hedge Fund Activity: Q2 2018 in Review

235 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q2 2018, worth a combined $1.64B — up 7.5% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ARI positions and 25 closed out — a net gain of 2 holders — while 101 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $43.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $22.7M.

  • 235 institutional investors held Apollo Commercial Real Estate (ARI) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $1.64B of Apollo Commercial Real Estate stock for Q2 2018, up 7.5% quarter-over-quarter.
  • 27 funds opened new Apollo Commercial Real Estate positions in Q2 2018 and 25 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q2 2018 was BlackRock, an estimated $43.7M added.
  • The largest Apollo Commercial Real Estate seller in Q2 2018 was Fuller & Thaler Asset Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2018.