ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

180 hedge funds and large institutions have $777M invested in Apollo Commercial Real Estate in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+13
Holders Change %
+7.78%
% of All Funds
4.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
29
Increased
83
Reduced
45
Closed
14
Calls
$1.97M
Puts
$1.18M
Net Calls
+$794K
Net Calls Change
-$425K

Top Buyers

1
NSLI
Nan Shan Life Insurance
Taiwan
$35.9M
2
AMH
Apollo Management Holdings
New York
$45.3M
3
BFA
BlackRock Fund Advisors
California
$62.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$46.3M
5
AFG
American Financial Group
Ohio
$6.14M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$6.21M
2
First Trust Advisors
First Trust Advisors
Illinois
$731K
3
Two Sigma Advisers
Two Sigma Advisers
New York
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$2.58M
5
O
OppenheimerFunds
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$57K +$9.62K +585 +20%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$49K – – –
ST
153
Sphinx Trading
Illinois
$49K +$32.7K +2,002 +200%
GH
154
GAM Holding
Switzerland
$39K +$39K +2,400 New
GT
155
Glenmede Trust
Pennsylvania
$36K -$871K -53,240 -96%
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$30K +$30K +1,845 New
GWM
157
Geneos Wealth Management
Colorado
$29K -$454 -28 -2%
IWM
158
Integrated Wealth Management
California
$25K -$28.3K -1,700 -53%
AAM
159
Advisors Asset Management
Colorado
$21K -$564 -34 -3%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$21K – – –
PHK
161
Point72 Hong Kong
Hong Kong
$19K +$19K +1,142 New
SIM
162
Sonora Investment Management
Arizona
$16.4K -$6.55K -400 -29%
First Manhattan
163
First Manhattan
New York
$16K – – –
PCM
164
Penserra Capital Management
California
$16K +$5.71K +366 +56%
ClearBridge Investments
165
ClearBridge Investments
New York
$16K +$16K +1,000 New
BWP
166
Baldwin Wealth Partners
Massachusetts
$16K +$16K +1,000 New
NFG
167
Next Financial Group
Texas
$14K +$4.4K +275 +46%
EFSCE
168
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$10K +631 New
MFS
169
MSI Financial Services
Massachusetts
$6K -$8.59K -547 -59%
HCM
170
Herndon Capital Management
Georgia
$6K – – –
TCIM
171
TIAA CREF Investment Management
New York
$5.13K +$548 +33,489 +12%
CFA
172
Carroll Financial Associates
North Carolina
$4K – – –
PIA
173
Piedmont Investment Advisors
North Carolina
$3.19K -$180 -11 -5%
DVM
174
Dreman Value Management
Florida
$2K – – –
BFEC
175
Benjamin F. Edwards & Company
Missouri
$2K +$2K +100 New
4 5 6
7
8