ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

170 hedge funds and large institutions have $688M invested in Apollo Commercial Real Estate in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
4.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
24
Increased
75
Reduced
44
Closed
19
Calls
$808K
Puts
$306K
Net Calls
+$502K
Net Calls Change
+$319K

Top Buyers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$37.8M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$54.6M
3
Blackstone Inc
3
Blackstone Inc
New York
$26.2M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$8.05M
5
Goldman Sachs
5
Goldman Sachs
New York
$62.6M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$0
2
O
2
OppenheimerFunds
New York
$27.4M
3
Deutsche Bank
3
Deutsche Bank
Germany
$3.6M
4
UBS Group
4
UBS Group
Switzerland
$7.6M
5
GXMC
5
Global X Management Company
New York
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
151
Panagora Asset Management
Massachusetts
$45K – – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$38K +$177 +11 +0.5%
GWM
153
Geneos Wealth Management
Colorado
$29K +$29K +1,815 New
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$21K – – –
First Manhattan
155
First Manhattan
New York
$19K – – –
Creative Planning
156
Creative Planning
Kansas
$18K +$1.15K +72 +7%
ST
157
Sphinx Trading
Illinois
$16K -$32K -2,000 -67%
NFG
158
Next Financial Group
Texas
$16K – – –
TRCT
159
Tower Research Capital (TRC)
New York
$16K +$10.5K +658 +192%
Group One Trading
160
Group One Trading
Illinois
$16K +$16K +1,000 New
SIM
161
Sonora Investment Management
Arizona
$15.9K +$15.9K +1,000 New
MFS
162
MSI Financial Services
Massachusetts
$15K -$4.76K -295 -24%
AAM
163
Advisors Asset Management
Colorado
$11K +$6.89K +438 +168%
Geode Capital Management
164
Geode Capital Management
Massachusetts
$9.31K +$1.84K +112,876 +25%
EWM
165
Edge Wealth Management
New York
$8K -$168K -10,500 -95%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +443 New
Barclays
167
Barclays
United Kingdom
$4K -$8.28K -509 -67%
CFA
168
Carroll Financial Associates
North Carolina
$4K – – –
DVM
169
Dreman Value Management
Florida
$2K +$2K +128 New
TWA
170
TCI Wealth Advisors
Arizona
$1K – – –
PCM
171
Penserra Capital Management
California
$10 -$2 -130 -16%
Nuveen Asset Management
172
Nuveen Asset Management
Illinois
– -$11.4K -662,640 Closed
PCM
173
Piermont Capital Management
Missouri
– -$2.84M -164,850 Closed
CPS
174
Counsel Portfolio Services
Ontario, Canada
– -$2.53M -146,993 Closed
HighTower Advisors
175
HighTower Advisors
Illinois
– -$1.93M -111,607 Closed
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