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ARI

Apollo Commercial Real Estate

232 hedge funds and large institutions have $821M invested in Apollo Commercial Real Estate in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

0% more funds holding

Funds holding: 232232 (0)

2.66% less ownership

Funds ownership: 58.44%55.78% (-2.7%)

17% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 83

29% less capital invested

Capital invested by funds: $1.16B → $821M (-$336M)

85% less call options, than puts

Call options by funds: $4.28M | Put options by funds: $28.3M

Holders
232
Holders Change
Holders Change %
0%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
69
Reduced
83
Closed
25
Calls
$4.28M
Puts
$28.3M
Net Calls
-$24M
Net Calls Change
+$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Profund Advisors
Maryland
$138K -$65.6K -5,347 -29%
CGH
152
Crossmark Global Holdings
Texas
$138K
GC
153
Guggenheim Capital
Illinois
$135K -$7.86K -641 -5%
RJA
154
Raymond James & Associates
Florida
$133K +$156K +12,727 New
Wolverine Trading
155
Wolverine Trading
Illinois
$132K +$158K +12,871 New
JIP
156
Jaffetilchin Investment Partners
Florida
$120K +$1.84K +150 +1%
ACM
157
Advisors Capital Management
New Jersey
$120K +$4.81K +392 +4%
Truist Financial
158
Truist Financial
North Carolina
$115K +$5.82K +474 +4%
KBC Group
159
KBC Group
Belgium
$115K +$135K +11,012 New
AIP
160
Ameritas Investment Partners
Nebraska
$114K
PHK
161
Point72 Hong Kong
Hong Kong
$114K +$134K +10,934 New
HCM
162
Hollencrest Capital Management
California
$104K +$123K +10,000 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$99K -$9.53K -777 -8%
MLICM
164
Metropolitan Life Insurance Company (MetLife)
New York
$91.7K
BWA
165
BDO Wealth Advisors
Florida
$87K
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$87K +$4.32K +352 +4%
SWM
167
SeaCrest Wealth Management
New York
$82K +$96.9K +7,900 New
MCC
168
Money Concepts Capital
Florida
$76K -$31.9K -2,598 -27%
C
169
Covestor
United Kingdom
$74K -$1.67K -136 -2%
HI
170
Harbour Investments
Wisconsin
$70K +$82.3K +6,706 New
SWM
171
Selective Wealth Management
Virginia
$69K +$28.2K +2,300 +53%
ECM
172
EMC Capital Management
Texas
$64K +$25.5K +2,080 +51%
FWM
173
Focused Wealth Management
New York
$50K -$368 -30 -0.6%
AW
174
Avion Wealth
Texas
$48K
SWA
175
Sutton Wealth Advisors
Florida
$46.3K -$466 -38 -0.8%

ARI Hedge Fund Activity: Q2 2022 in Review

232 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q2 2022, worth a combined $821M — down 29% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ARI positions and 25 closed out — a net gain of 6 holders — while 69 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.43M. The largest seller was Invesco, cutting an estimated $7.36M.

  • 232 institutional investors held Apollo Commercial Real Estate (ARI) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $821M of Apollo Commercial Real Estate stock for Q2 2022, down 29% quarter-over-quarter.
  • 31 funds opened new Apollo Commercial Real Estate positions in Q2 2022 and 25 closed out, a net change of +6 holders.
  • The largest Apollo Commercial Real Estate buyer in Q2 2022 was Morgan Stanley, an estimated $7.43M added.
  • The largest Apollo Commercial Real Estate seller in Q2 2022 was Invesco, an estimated $7.36M sold.

Based on aggregated 13F filings for Q2 2022.