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ARI

Apollo Commercial Real Estate

166 hedge funds and large institutions have $719M invested in Apollo Commercial Real Estate in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $230K | Put options by funds: $47K

30% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 50

17% more capital invested

Capital invested by funds: $615M → $719M (+$104M)

1.63% more ownership

Funds ownership: 59.35%60.98% (+1.6%)

0% more funds holding

Funds holding: 166166 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

Holders
166
Holders Change
Holders Change %
0%
% of All Funds
4.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
18
Increased
65
Reduced
50
Closed
18
Calls
$230K
Puts
$47K
Net Calls
+$183K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
151
BlackRock
New York
$23K +$11.3K +664 +96%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$22K
MFS
153
MSI Financial Services
Massachusetts
$21K
First Manhattan
154
First Manhattan
New York
$20K
Creative Planning
155
Creative Planning
Kansas
$18K -$34.1K -1,997 -65%
NFG
156
Next Financial Group
Texas
$17K +$6.82K +400 +67%
PCM
157
Penserra Capital Management
California
$14K +$13.5K +789 New
Barclays
158
Barclays
United Kingdom
$13K -$9.36K -549 -42%
N
159
Nuveen
North Carolina
$11.4K +$545K +31,960 +5%
KM
160
Kalos Management
Georgia
$9K
IA
161
IFP Advisors
Florida
$9K +$8.61K +505 New
TRCT
162
Tower Research Capital (TRC)
New York
$6K -$392 -23 -6%
Simplex Trading
163
Simplex Trading
Illinois
$6K +$5.37K +315 +354%
CFA
164
Carroll Financial Associates
North Carolina
$5K
AAM
165
Advisors Asset Management
Colorado
$4K +$4.45K +261 New
Citadel Advisors
166
Citadel Advisors
Florida
$1K -$831K -48,710 -100%
CG
167
Cutler Group
California
$1K +$1.35K +79 New
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$614
CGC
169
Cloud Gate Capital
Illinois
-$4.53M -288,222 Closed
GC
170
Gratia Capital
California
-$2.04M -130,184 Closed
VIA
171
Vident Investment Advisory
Georgia
-$762K -48,491 Closed
VRS
172
Virginia Retirement Systems
Virginia
-$627K -39,900 Closed
MC
173
Menta Capital
California
-$364K -23,162 Closed
HIM
174
Hillsdale Investment Management
Ontario, Canada
-$319K -20,300 Closed
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
-$301K -18,800 Closed

ARI Hedge Fund Activity: Q4 2015 in Review

166 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2015, worth a combined $719M — up 17% from $615M a quarter earlier.

Fund positioning in ARI was balanced in Q4 2015: 18 funds opened new positions, 18 closed out, 65 added to existing stakes and 50 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $15.1M. The largest seller was Blackstone Inc, cutting an estimated $8.73M.

  • 166 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $719M of Apollo Commercial Real Estate stock for Q4 2015, up 17% quarter-over-quarter.
  • 18 funds opened new Apollo Commercial Real Estate positions in Q4 2015 and 18 closed out, a net change of 0 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2015 was LSV Asset Management, an estimated $15.1M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2015 was Blackstone Inc, an estimated $8.73M sold.

Based on aggregated 13F filings for Q4 2015.