ARI

Apollo Commercial Real Estate

237 hedge funds and large institutions have $855M invested in Apollo Commercial Real Estate in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+6
Holders Change %
+2.6%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
69
Reduced
82
Closed
23
Calls
$3.95M
Puts
$7.62M
Net Calls
-$3.67M
Net Calls Change
+$5.65M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$250K +$3.22K +289 +1%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$245K -$500K -44,864 -67%
Pathstone Holdings
128
Pathstone Holdings
New Jersey
$241K +$3.28K +294 +1%
JF
129
Jump Financial
Illinois
$231K +$231K +20,731 New
ECM
130
Evergreen Capital Management
Washington
$231K +$55.1K +4,797 +31%
GRP
131
Global Retirement Partners
California
$229K
HighTower Advisors
132
HighTower Advisors
Illinois
$216K -$139K -12,462 -39%
VPIM
133
Vanguard Personalized Indexing Management
California
$205K +$25K +2,242 +14%
TSS
134
Two Sigma Securities
New York
$201K +$201K +18,065 New
CCMW
135
Cypress Capital Management (Wyoming)
Wyoming
$200K
SG Americas Securities
136
SG Americas Securities
New York
$197K +$18.4K +1,653 +10%
SW
137
SVB Wealth
Massachusetts
$196K +$196K +17,623 New
SCM
138
SOL Capital Management
Maryland
$195K -$55.7K -5,000 -22%
WAM
139
Wolverine Asset Management
Illinois
$182K +$16.7K +1,500 +10%
Mackenzie Financial
140
Mackenzie Financial
Ontario, Canada
$178K -$45 -4 -0%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$176K +$176K +15,762 New
BCWM
142
Bartlett & Co Wealth Management
Ohio
$170K
DAS
143
Diversify Advisory Services
Utah
$169K +$169K +15,420 New
BRWA
144
B. Riley Wealth Advisors
Florida
$162K -$199 -19 -0.1%
ASN
145
Advisory Services Network
Georgia
$157K -$1.45K -130 -0.9%
AIP
146
Ameritas Investment Partners
Nebraska
$157K
ECM
147
EMC Capital Management
Texas
$157K +$79.9K +7,167 +104%
Pictet Asset Management
148
Pictet Asset Management
Switzerland
$154K
Corient Private Wealth
149
Corient Private Wealth
Florida
$146K -$4.86K -436 -3%
SAM
150
Shell Asset Management
Netherlands
$145K -$11.7K -1,198 -7%