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ARI

Apollo Commercial Real Estate

217 hedge funds and large institutions have $827M invested in Apollo Commercial Real Estate in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $1.33M

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% more funds holding

Funds holding: 217217 (0)

2.29% less ownership

Funds ownership: 64.25%61.96% (-2.3%)

15% less capital invested

Capital invested by funds: $976M → $827M (-$149M)

31% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 88

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
217
Holders Change
Holders Change %
0%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
61
Reduced
88
Closed
25
Calls
$2.23M
Puts
$1.33M
Net Calls
+$895K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$126K -$5.78K -628 -4%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$125K -$1.83K -199 -1%
SA
153
Sicart Associates
New York
$124K -$53.4K -5,800 -30%
SCM
154
Shelton Capital Management
Colorado
$124K -$36.8K -4,000 -23%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$123K +$126K +13,660 New
AIP
156
Ameritas Investment Partners
Nebraska
$121K
PAMU
157
Pictet Asset Management (UK)
United Kingdom
$113K +$115K +12,500 New
QT
158
Quantamental Technologies
New York
$105K +$2.76K +300 +3%
VFA
159
Voya Financial Advisors
Connecticut
$104K +$3.57K +388 +3%
ACM
160
Advisors Capital Management
New Jersey
$101K +$102K +11,100 New
Los Angeles Capital Management
161
Los Angeles Capital Management
California
$100K +$102K +11,120 New
SEI Investments
162
SEI Investments
Pennsylvania
$97K -$93K -10,110 -48%
WS
163
Wedbush Securities
California
$97K
BCM
164
Breiter Capital Management
Florida
$97K +$4.4K +478 +5%
JMPWA
165
JP Morgan Private Wealth Advisors
California
$94K -$58.3K -6,334 -38%
WEC
166
Winslow Evans & Crocker
Massachusetts
$92K
William Blair & Company
167
William Blair & Company
Illinois
$90K -$509K -55,250 -85%
FWM
168
Focused Wealth Management
New York
$74K -$1.13M -122,915 -94%
Simplex Trading
169
Simplex Trading
Illinois
$65K +$66.6K +7,231 New
IA
170
IFP Advisors
Florida
$56K -$36.8K -4,002 -39%
SIM
171
Sonora Investment Management
Arizona
$49K -$7.36K -800 -13%
FCM
172
Firestone Capital Management
Florida
$45K +$46K +5,000 New
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$43K +$8.61K +935 +24%
AW
174
Avion Wealth
Texas
$42K
AWM
175
AllSquare Wealth Management
New York
$41K

ARI Hedge Fund Activity: Q3 2020 in Review

217 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2020, worth a combined $827M — down 15% from $976M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ARI positions and 25 closed out — a net gain of 2 holders — while 61 added to existing stakes and 88 trimmed.

The largest buyer was Millennium Management, adding an estimated $3.06M. The largest seller was Apollo Management Holdings, cutting an estimated $32M.

  • 217 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $827M of Apollo Commercial Real Estate stock for Q3 2020, down 15% quarter-over-quarter.
  • 27 funds opened new Apollo Commercial Real Estate positions in Q3 2020 and 25 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2020 was Millennium Management, an estimated $3.06M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2020 was Apollo Management Holdings, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2020.