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ARI

Apollo Commercial Real Estate
ARI

249 hedge funds and large institutions have $1.68B invested in Apollo Commercial Real Estate in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 63

9% more capital invested

Capital invested by funds: $1.54B → $1.68B (+$139M)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0.39% less ownership

Funds ownership: 69.13% → 68.74% (-0.39%)

1% less funds holding

Funds holding: 252 → 249 (-3)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

76% less call options, than puts

Call options by funds: $208K | Put options by funds: $873K

Holders
249
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
5.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
35
Increased
88
Reduced
63
Closed
35
Calls
$208K
Puts
$873K
Net Calls
-$665K
Net Calls Change
+$209K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$11.7M
2
Bessemer Group
Bessemer Group
New Jersey
+$10M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$7.6M
4
GLA
Great Lakes Advisors
Illinois
+$6.52M
5
First Trust Advisors
First Trust Advisors
Illinois
+$6.35M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$12.4M
2
APG Asset Management
APG Asset Management
Netherlands
-$12.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$11M
4
Deutsche Bank
Deutsche Bank
Germany
-$5.86M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$5.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$636K – – –
RCM
127
Riverhead Capital Management
Delaware
$621K – – –
ICA
128
Infrastructure Capital Advisors
New York
$615K +$608K +33,790 New
SO
129
STRS Ohio
Ohio
$604K – – –
ARTA
130
A.R.T. Advisors
New York
$584K +$275K +15,300 +91%
DIM
131
DC Investments Management
Virginia
$583K – – –
AAM
132
Advisors Asset Management
Colorado
$577K -$22.2K -1,232 -4%
NA
133
Neuburgh Advisers
California
$545K – – –
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$544K +$81.2K +4,512 +18%
PIA
135
Piedmont Investment Advisors
North Carolina
$529K +$34.1K +1,893 +7%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$524K +$268K +14,889 +107%
XK
137
Xact Kapitalforvaltning
Sweden
$493K – – –
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
$471K +$411K +22,830 +744%
BCM
139
Breiter Capital Management
Florida
$433K +$68.7K +3,814 +19%
ECM
140
ETrade Capital Management
Virginia
$426K +$421K +23,400 New
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$423K +$382K +21,220 +1,061%
SCM
142
SOL Capital Management
Maryland
$419K – – –
B
143
Bailard
California
$412K +$165K +9,155 +68%
Voloridge Investment Management
144
Voloridge Investment Management
Florida
$401K +$396K +22,027 New
ECM
145
Everence Capital Management
Indiana
$400K +$396K +22,000 New
MCIM
146
Meadow Creek Investment Management
Georgia
$397K – – –
RIM
147
Regent Investment Management
Kentucky
$353K +$349K +19,400 New
ACP
148
Aviance Capital Partners
Florida
$350K -$92.5K -5,141 -21%
WS
149
Wedbush Securities
California
$344K +$12.8K +710 +4%
IA
150
IFP Advisors
Florida
$342K +$116K +6,460 +52%
4 5
6
7 8

ARI Hedge Fund Activity: Q1 2019 in Review

249 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2019, worth a combined $1.68B — up 9% from $1.54B a quarter earlier.

Fund positioning in ARI was balanced in Q1 2019: 35 funds opened new positions, 35 closed out, 88 added to existing stakes and 63 trimmed.

The largest buyer was UBS Group, adding an estimated $11.7M. The largest seller was Renaissance Technologies, cutting an estimated $12.4M.

  • 249 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2019, down from 252 in Q4 2018.
  • Funds reported $1.68B of Apollo Commercial Real Estate stock for Q1 2019, up 9% quarter-over-quarter.
  • 35 funds opened new Apollo Commercial Real Estate positions in Q1 2019 and 35 closed out, a net change of 0 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2019 was UBS Group, an estimated $11.7M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2019 was Renaissance Technologies, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2019.