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ARI

Apollo Commercial Real Estate

167 hedge funds and large institutions have $674M invested in Apollo Commercial Real Estate in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 71 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $354K

51% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $688M → $674M (-$13.6M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1.23% less ownership

Funds ownership: 63.49%62.25% (-1.2%)

2% less funds holding

Funds holding: 170167 (-3)

Holders
167
Holders Change
-3
Holders Change %
-1.76%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
71
Reduced
47
Closed
14
Calls
$1.57M
Puts
$354K
Net Calls
+$1.22M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
151
Sonora Investment Management
Arizona
$22.5K +$6.42K +400 +40%
AAM
152
Advisors Asset Management
Colorado
$21K +$9.66K +602 +86%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$20K
Creative Planning
154
Creative Planning
Kansas
$17K -$995 -62 -6%
First Manhattan
155
First Manhattan
New York
$16K -$3.21K -200 -17%
Group One Trading
156
Group One Trading
Illinois
$16K
ST
157
Sphinx Trading
Illinois
$16K
MFS
158
MSI Financial Services
Massachusetts
$15K
PCM
159
Penserra Capital Management
California
$11K
NFG
160
Next Financial Group
Texas
$9K -$6.42K -400 -40%
EWM
161
Edge Wealth Management
New York
$8K
QT
162
Quantbot Technologies
New York
$7K +$7.61K +474 New
HCM
163
Herndon Capital Management
Georgia
$6K +$6.08K +379 New
CFA
164
Carroll Financial Associates
North Carolina
$4K
PIA
165
Piedmont Investment Advisors
North Carolina
$3.31K +$3.31K +206 New
DVM
166
Dreman Value Management
Florida
$2K
TWA
167
TCI Wealth Advisors
Arizona
$1K
WA
168
WFG Advisors
Texas
$1K +$1.2K +75 New
Renaissance Technologies
169
Renaissance Technologies
New York
-$22M -1,352,600 Closed
JMPWA
170
JP Morgan Private Wealth Advisors
California
-$815K -50,020 Closed
ACM
171
Ativo Capital Management
Illinois
-$558K -34,224 Closed
AW
172
Alpha Windward
Massachusetts
-$398K -24,420 Closed
V
173
Veritable
Delaware
-$329K -20,188 Closed
Arrowstreet Capital
174
Arrowstreet Capital
Massachusetts
-$305K -18,700 Closed
Squarepoint
175
Squarepoint
New York
-$267K -16,400 Closed