ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

238 hedge funds and large institutions have $874M invested in Apollo Commercial Real Estate in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-8
Holders Change %
-3.25%
% of All Funds
3.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
85
Reduced
80
Closed
29
Calls
$3.57M
Puts
$21.1M
Net Calls
-$17.5M
Net Calls Change
+$28.8M

Top Buyers

1
Invesco
Invesco
Georgia
$11.4M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$8.41M
3
MFG
Merit Financial Group
Georgia
$3.45M
4
Morgan Stanley
Morgan Stanley
New York
$25.4M
5
VanEck Associates
VanEck Associates
New York
$7.98M

Top Sellers

1
Millennium Management
Millennium Management
New York
$643K
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$29M
3
BlackRock
BlackRock
New York
$259M
4
Vanguard Group
Vanguard Group
Pennsylvania
$177M
5
Goldman Sachs
Goldman Sachs
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$266K +$883 +78 +0.3%
Creative Planning
127
Creative Planning
Kansas
$261K +$94.7K +8,366 +57%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$255K -$33.8K -2,986 -12%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$255K +$255K +22,499 New
API
130
Advisor Partners II
California
$252K -$29.4K -2,598 -10%
Mariner
131
Mariner
Kansas
$249K -$24.8K -2,192 -9%
ProShare Advisors
132
ProShare Advisors
Maryland
$248K +$20K +1,765 +9%
SAM
133
Shell Asset Management
Netherlands
$243K -$1.36K -120 -0.6%
PAG
134
Private Advisor Group
New Jersey
$242K +$19.4K +1,715 +9%
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$226K +$13K +1,147 +6%
KWA
136
Kingswood Wealth Advisors
California
$220K +$220K +19,424 New
ECM
137
Everence Capital Management
Indiana
$207K – – –
CCMW
138
Cypress Capital Management (Wyoming)
Wyoming
$204K – – –
GCM
139
Graham Capital Management
Connecticut
$198K -$679K -59,991 -77%
ASN
140
Advisory Services Network
Georgia
$197K +$14.4K +1,274 +8%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$187K +$186K +15,900 +12,720%
BC
142
Bartlett & Co
Ohio
$187K +$186K +15,900 +12,720%
Corient Private Wealth
143
Corient Private Wealth
Florida
$187K -$15.1K -1,332 -7%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$185K +$17.6K +1,557 +11%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$181K -$31.4K -2,774 -15%
CM
146
CastleKnight Management
New York
$181K +$181K +16,000 New
BRWA
147
B. Riley Wealth Advisors
Florida
$181K -$2.82K -242 -2%
Mackenzie Financial
148
Mackenzie Financial
Ontario, Canada
$180K +$214 +19 +0.1%
SCM
149
Stevens Capital Management
Pennsylvania
$176K +$176K +15,532 New
CIBC Asset Management
150
CIBC Asset Management
Ontario, Canada
$173K -$4.51K -398 -3%
4 5
6
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