ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

238 hedge funds and large institutions have $874M invested in Apollo Commercial Real Estate in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-8
Holders Change %
-3.25%
% of All Funds
3.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
85
Reduced
80
Closed
29
Calls
$3.57M
Puts
$21.1M
Net Calls
-$17.5M
Net Calls Change
+$28.8M

Top Buyers

1
Invesco
Invesco
Georgia
$11.4M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$8.41M
3
MFG
Merit Financial Group
Georgia
$3.45M
4
Morgan Stanley
Morgan Stanley
New York
$25.4M
5
VanEck Associates
VanEck Associates
New York
$7.98M

Top Sellers

1
Millennium Management
Millennium Management
New York
$643K
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$29M
3
BlackRock
BlackRock
New York
$259M
4
Vanguard Group
Vanguard Group
Pennsylvania
$177M
5
Goldman Sachs
Goldman Sachs
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
151
Hollencrest Capital Management
California
$170K – – –
VPIM
152
Vanguard Personalized Indexing Management
California
$168K +$26K +2,296 +18%
Lazard Asset Management
153
Lazard Asset Management
New York
$163K +$163K +14,469 New
WAM
154
Wolverine Asset Management
Illinois
$159K +$159K +14,068 New
PAMS
155
Pictet Asset Management (Switzerland)
Switzerland
$157K – – –
CGH
156
Crossmark Global Holdings
Texas
$151K – – –
AWA
157
Arkadios Wealth Advisors
Georgia
$139K +$3.2K +283 +2%
Koshinski Asset Management
158
Koshinski Asset Management
Illinois
$137K +$137K +12,093 New
SW
159
SVB Wealth
Massachusetts
$136K -$144K -12,730 -52%
AIP
160
Ameritas Investment Partners
Nebraska
$133K +$8.24K +728 +7%
LFS
161
Legacy Financial Strategies
Kansas
$132K +$132K +11,670 New
WS
162
Wedbush Securities
California
$132K -$65.8K -5,800 -33%
CA
163
Cetera Advisors
Colorado
$131K +$7.32K +647 +6%
ACM
164
Advisors Capital Management
New Jersey
$125K – – –
BPA
165
Beacon Pointe Advisors
California
$123K +$123K +10,876 New
JIP
166
Jaffetilchin Investment Partners
Florida
$122K -$6.03K -533 -5%
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
$120K -$70.5K -6,232 -37%
Wolverine Trading
168
Wolverine Trading
Illinois
$119K +$119K +10,565 New
PA
169
Parallel Advisors
California
$118K +$32K +2,825 +37%
FCM
170
Family Capital Management
Michigan
$116K +$249 +22 +0.2%
KBC Group
171
KBC Group
Belgium
$97K -$27K -2,401 -22%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$86.1K – – –
C
173
Covestor
United Kingdom
$82K +$22.3K +1,971 +37%
HI
174
Harbour Investments
Wisconsin
$73K – – –
NA
175
NewEdge Advisors
Louisiana
$59.4K – – –
5 6
7
8 9