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ARI

Apollo Commercial Real Estate

196 hedge funds and large institutions have $880M invested in Apollo Commercial Real Estate in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.09M

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

13% more capital invested

Capital invested by funds: $777M → $880M (+$103M)

9% more funds holding

Funds holding: 180196 (+16)

1.29% less ownership

Funds ownership: 59.2%57.91% (-1.3%)

Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
67
Reduced
58
Closed
20
Calls
$2.54M
Puts
$1.09M
Net Calls
+$1.46M
Net Calls Change
+$661K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$188K +$190K +11,337 New
DTL
152
Dynamic Technology Lab
Singapore
$179K -$225K -13,389 -55%
TC
153
TFS Capital
Pennsylvania
$177K +$179K +10,667 New
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$176K -$452K -26,943 -72%
WB
155
WesBanco Bank
West Virginia
$172K +$173K +10,320 New
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$166K +$168K +10,003 New
IA
157
IFP Advisors
Florida
$145K -$4.2K -250 -3%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$119K +$2.8K +167 +2%
Canada Life
159
Canada Life
Manitoba, Canada
$114K
FNBT
160
FineMark National Bank & Trust
Florida
$100K
AWM
161
AllSquare Wealth Management
New York
$83K
NEAM
162
New England Asset Management
Connecticut
$83K +$84.1K +5,010 New
HIIFS
163
Harel Insurance Investments & Financial Services
Israel
$79K
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$68K -$315K -18,743 -82%
US Bancorp
165
US Bancorp
Minnesota
$58K -$17 -1 -0%
PHK
166
Point72 Hong Kong
Hong Kong
$58K +$39K +2,322 +203%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$50K
ST
168
Sphinx Trading
Illinois
$50K
Simplex Trading
169
Simplex Trading
Illinois
$39K +$39.2K +2,338 +14,613%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$37K +$5.94K +354 +19%
GH
171
GAM Holding
Switzerland
$36K -$4.18K -249 -10%
GT
172
Glenmede Trust
Pennsylvania
$36K
NFG
173
Next Financial Group
Texas
$31K +$16.8K +1,000 +114%
GWM
174
Geneos Wealth Management
Colorado
$29K
SIM
175
Sonora Investment Management
Arizona
$23.3K +$6.71K +400 +40%

ARI Hedge Fund Activity: Q4 2016 in Review

196 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2016, worth a combined $880M — up 13% from $777M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ARI positions and 20 closed out — a net gain of 19 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was UBS Group, adding an estimated $15.8M. The largest seller was Blackstone Inc, exiting entirely with an estimated $30.2M sold.

  • 196 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2016, up from 180 in Q3 2016.
  • Funds reported $880M of Apollo Commercial Real Estate stock for Q4 2016, up 13% quarter-over-quarter.
  • 39 funds opened new Apollo Commercial Real Estate positions in Q4 2016 and 20 closed out, a net change of +19 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2016 was UBS Group, an estimated $15.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2016 was Blackstone Inc, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2016.