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ARI

Apollo Commercial Real Estate
ARI

240 hedge funds and large institutions have $700M invested in Apollo Commercial Real Estate in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

4% more funds holding

Funds holding: 231 → 240 (+9)

0.86% more ownership

Funds ownership: 54.14% → 54.99% (+0.86%)

7% less capital invested

Capital invested by funds: $755M → $700M (-$54.9M)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

34% less call options, than puts

Call options by funds: $3.4M | Put options by funds: $5.13M

Holders
240
Holders Change
+9
Holders Change %
+3.9%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
72
Reduced
89
Closed
18
Calls
$3.4M
Puts
$5.13M
Net Calls
-$1.73M
Net Calls Change
-$237K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.08M
2
AAM
Advisors Asset Management
Colorado
+$2M
3
ECM
ExodusPoint Capital Management
New York
+$1.87M
4
Jane Street
Jane Street
New York
+$1.8M
5
Invesco
Invesco
Georgia
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$6.59M
2
LCG
Luxor Capital Group
New York
-$4.41M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.27M
5
LSV Asset Management
LSV Asset Management
Illinois
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
126
STRS Ohio
Ohio
$245K – – –
EW
127
Evoke Wealth
California
$244K +$264K +25,868 New
CCM
128
Chiron Capital Management
Florida
$229K – – –
ECM
129
Everence Capital Management
Indiana
$221K +$36K +3,530 +17%
IFWM
130
Institute for Wealth Management
Colorado
$220K +$19K +1,862 +8%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$216K -$18.4K -1,805 -7%
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$216K – – –
GRP
133
Global Retirement Partners
California
$193K +$1.17K +115 +0.6%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$192K +$17.9K +1,759 +9%
DFCM
135
Dark Forest Capital Management
Puerto Rico
$178K +$198K +19,383 New
MOACM
136
Mutual of America Capital Management
New York
$176K -$24K -2,353 -11%
KAS
137
Kestra Advisory Services
Texas
$170K -$860K -84,353 -82%
SCM
138
SOL Capital Management
Maryland
$165K -$10.2K -1,000 -5%
Creative Planning
139
Creative Planning
Kansas
$165K -$10.8K -1,055 -6%
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$158K -$15.3K -1,502 -8%
CCMW
141
Cypress Capital Management (Wyoming)
Wyoming
$154K – – –
ECM
142
Evergreen Capital Management
Washington
$150K -$108K -10,550 -40%
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
$147K -$20 -2 -0%
AAS
144
Avantax Advisory Services
Texas
$145K +$160K +15,736 New
PP
145
Paloma Partners
Connecticut
$143K +$159K +15,600 New
BCWM
146
Bartlett & Co Wealth Management
Ohio
$140K – – –
ASN
147
Advisory Services Network
Georgia
$139K – – –
BP
148
BBR Partners
New York
$138K +$153K +15,000 New
Fidelity Investments
149
Fidelity Investments
Massachusetts
$137K -$846K -82,964 -85%
DAS
150
Diversify Advisory Services
Utah
$133K – – –
4 5
6
7 8

ARI Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2024, worth a combined $700M — down 7.3% from $755M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARI positions and 18 closed out — a net gain of 10 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.08M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $6.59M sold.

  • 240 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2024, up from 231 in Q2 2024.
  • Funds reported $700M of Apollo Commercial Real Estate stock for Q3 2024, down 7.3% quarter-over-quarter.
  • 28 funds opened new Apollo Commercial Real Estate positions in Q3 2024 and 18 closed out, a net change of +10 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2024 was Goldman Sachs, an estimated $2.08M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2024 was Arete Wealth Advisors, an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2024.