ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

236 hedge funds and large institutions have $695M invested in Apollo Commercial Real Estate in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+7
Holders Change %
+3.06%
% of All Funds
3.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
72
Reduced
87
Closed
19
Calls
$3.4M
Puts
$5.13M
Net Calls
-$1.73M
Net Calls Change
-$237K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.28M
2
AAM
2
Advisors Asset Management
Colorado
$4.3M
3
ECM
3
ExodusPoint Capital Management
New York
$1.68M
4
Jane Street
4
Jane Street
New York
$2.78M
5
Invesco
5
Invesco
Georgia
$16.6M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
LCG
2
Luxor Capital Group
New York
$2.92M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$12.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$139M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Chiron Capital Management
Florida
$229K – – –
ECM
127
Everence Capital Management
Indiana
$221K +$32.5K +3,530 +17%
IFWM
128
Institute for Wealth Management
Colorado
$220K +$17.1K +1,862 +8%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$216K -$16.6K -1,805 -7%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$216K – – –
GRP
131
Global Retirement Partners
California
$193K +$1.06K +115 +0.6%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$192K +$16.1K +1,759 +9%
DFCM
133
Dark Forest Capital Management
Puerto Rico
$178K +$178K +19,383 New
MOACM
134
Mutual of America Capital Management
New York
$176K -$21.6K -2,353 -11%
KAS
135
Kestra Advisory Services
Texas
$170K -$796K -84,353 -82%
SCM
136
SOL Capital Management
Maryland
$165K -$9.17K -1,000 -5%
Creative Planning
137
Creative Planning
Kansas
$165K -$9.7K -1,055 -6%
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$158K -$13.8K -1,502 -8%
CCMW
139
Cypress Capital Management (Wyoming)
Wyoming
$154K – – –
ECM
140
Evergreen Capital Management
Washington
$150K -$99.6K -10,550 -40%
Mackenzie Financial
141
Mackenzie Financial
Ontario, Canada
$147K -$18 -2 -0%
AAS
142
Avantax Advisory Services
Texas
$145K +$145K +15,736 New
PP
143
Paloma Partners
Connecticut
$143K +$143K +15,600 New
BCWM
144
Bartlett & Co Wealth Management
Ohio
$140K – – –
ASN
145
Advisory Services Network
Georgia
$139K – – –
BP
146
BBR Partners
New York
$138K +$138K +15,000 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$137K -$762K -82,964 -85%
DAS
148
Diversify Advisory Services
Utah
$133K – – –
WS
149
Wedbush Securities
California
$130K -$21.2K -2,312 -14%
AIP
150
Ameritas Investment Partners
Nebraska
$130K – – –
4 5
6
7 8