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ARI

Apollo Commercial Real Estate

248 hedge funds and large institutions have $747M invested in Apollo Commercial Real Estate in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 55.53%56.7% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 250248 (-2)

89% less capital invested

Capital invested by funds: $6.74B → $747M (-$6B)

93% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $49.8M

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
84
Reduced
78
Closed
30
Calls
$3.44M
Puts
$49.8M
Net Calls
-$46.3M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
126
Allianz Asset Management
Germany
$268K +$304K +27,483 +2,197%
AWS
127
Atria Wealth Solutions
New York
$267K +$8.26K +746 +3%
MOACM
128
Mutual of America Capital Management
New York
$249K -$3.81K -344 -1%
GC
129
Guggenheim Capital
Illinois
$248K +$295K +26,683 New
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$238K +$33.7K +3,043 +14%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$234K
API
132
Advisor Partners II
California
$231K -$26.6K -2,403 -9%
SW
133
SVB Wealth
Massachusetts
$230K -$41.6K -3,757 -13%
TRCT
134
Tower Research Capital (TRC)
New York
$225K +$214K +19,326 +402%
Mariner
135
Mariner
Kansas
$224K +$50.2K +4,532 +23%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$218K +$40.1K +3,627 +18%
SGI
137
Summit Global Investments
Utah
$205K +$244K +22,000 New
HighTower Advisors
138
HighTower Advisors
Illinois
$204K -$37.9K -3,422 -13%
SAM
139
Shell Asset Management
Netherlands
$201K -$841 -76 -0.4%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$199K
ProShare Advisors
141
ProShare Advisors
Maryland
$187K -$19.6K -1,771 -8%
ECM
142
Evergreen Capital Management
Washington
$185K +$213K +19,274 New
PAG
143
Private Advisor Group
New Jersey
$183K +$53.1K +4,798 +32%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$175K -$315K -28,468 -60%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$175K -$3.59K -324 -2%
CCMW
146
Cypress Capital Management (Wyoming)
Wyoming
$167K
Corient Private Wealth
147
Corient Private Wealth
Florida
$166K +$64.1K +5,788 +48%
WS
148
Wedbush Securities
California
$162K -$16.9K -1,526 -8%
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$157K +$2.11K +191 +1%
YIH
150
Y-Intercept (HK)
Hong Kong
$154K -$240K -21,711 -57%

ARI Hedge Fund Activity: Q1 2023 in Review

248 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2023, worth a combined $747M — down 89% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARI positions and 30 closed out — a net gain of 2 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.97M. The largest seller was BlackRock, cutting an estimated $2.85M.

  • 248 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2023, down from 250 in Q4 2022.
  • Funds reported $747M of Apollo Commercial Real Estate stock for Q1 2023, down 89% quarter-over-quarter.
  • 32 funds opened new Apollo Commercial Real Estate positions in Q1 2023 and 30 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2023 was Vanguard Group, an estimated $3.97M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2023 was BlackRock, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2023.