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ARI

Apollo Commercial Real Estate
ARI

248 hedge funds and large institutions have $747M invested in Apollo Commercial Real Estate in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 55.53% → 56.7% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 250 → 248 (-2)

89% less capital invested

Capital invested by funds: $6.74B → $747M (-$6B)

93% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $49.8M

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
84
Reduced
78
Closed
30
Calls
$3.44M
Puts
$49.8M
Net Calls
-$46.3M
Net Calls Change
-$8.14M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.97M
2
Millennium Management
Millennium Management
New York
+$3.58M
3
First Trust Advisors
First Trust Advisors
Illinois
+$2.87M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.22M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.85M
2
Morgan Stanley
Morgan Stanley
New York
-$2.07M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.51M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.5M
5
GCM
Graham Capital Management
Connecticut
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$152K -$7.48K -676 -4%
ASN
152
Advisory Services Network
Georgia
$150K +$3.28K +296 +2%
SG Americas Securities
153
SG Americas Securities
New York
$149K +$74.6K +6,740 +72%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$149K -$22 -2 -0%
CIBC Asset Management
155
CIBC Asset Management
Ontario, Canada
$146K -$1.9K -172 -1%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$144K +$17.1K +1,541 +11%
Squarepoint
157
Squarepoint
New York
$143K +$170K +15,390 New
Arrowstreet Capital
158
Arrowstreet Capital
Massachusetts
$140K +$166K +14,987 New
HCM
159
Hollencrest Capital Management
California
$140K -$55.3K -5,000 -25%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$138K +$2K +181 +1%
Creative Planning
161
Creative Planning
Kansas
$137K +$37.2K +3,361 +30%
PAMS
162
Pictet Asset Management (Switzerland)
Switzerland
$129K – – –
Fidelity Investments
163
Fidelity Investments
Massachusetts
$126K -$696K -62,849 -82%
CGH
164
Crossmark Global Holdings
Texas
$119K – – –
VPIM
165
Vanguard Personalized Indexing Management
California
$117K +$139K +12,541 New
AWA
166
Arkadios Wealth Advisors
Georgia
$112K -$30.2K -2,730 -18%
CC
167
Centiva Capital
New York
$110K +$1.72K +155 +1%
JIP
168
Jaffetilchin Investment Partners
Florida
$105K +$4.49K +406 +4%
RMC
169
Resources Management Corp
Connecticut
$103K -$443K -40,032 -97%
KBC Group
170
KBC Group
Belgium
$103K – – –
AIP
171
Ameritas Investment Partners
Nebraska
$102K – – –
ACM
172
Advisors Capital Management
New Jersey
$102K -$3.17K -286 -3%
CA
173
Cetera Advisors
Colorado
$102K +$121K +10,914 New
Stifel Financial
174
Stifel Financial
Missouri
$101K -$2.55K -230 -2%
FCM
175
Family Capital Management
Michigan
$95.3K -$12.3K -1,115 -10%
5 6
7
8 9

ARI Hedge Fund Activity: Q1 2023 in Review

248 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2023, worth a combined $747M — down 89% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARI positions and 30 closed out — a net gain of 2 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.97M. The largest seller was BlackRock, cutting an estimated $2.85M.

  • 248 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2023, down from 250 in Q4 2022.
  • Funds reported $747M of Apollo Commercial Real Estate stock for Q1 2023, down 89% quarter-over-quarter.
  • 32 funds opened new Apollo Commercial Real Estate positions in Q1 2023 and 30 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2023 was Vanguard Group, an estimated $3.97M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2023 was BlackRock, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2023.