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ARI

Apollo Commercial Real Estate

228 hedge funds and large institutions have $771M invested in Apollo Commercial Real Estate in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 54.61%53.71% (-0.9%)

5% less funds holding

Funds holding: 240228 (-12)

12% less capital invested

Capital invested by funds: $875M → $771M (-$104M)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

72% less call options, than puts

Call options by funds: $3.91M | Put options by funds: $13.8M

Holders
228
Holders Change
-12
Holders Change %
-5%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
76
Reduced
88
Closed
27
Calls
$3.91M
Puts
$13.8M
Net Calls
-$9.86M
Net Calls Change
+$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$143K +$26K +2,384 +20%
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$140K +$151K +13,835 New
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$139K +$17.5K +1,609 +13%
Tudor Investment Corp
154
Tudor Investment Corp
Connecticut
$130K +$140K +12,863 New
CGH
155
Crossmark Global Holdings
Texas
$129K
SCM
156
Stevens Capital Management
Pennsylvania
$128K -$32K -2,944 -19%
AWA
157
Arkadios Wealth Advisors
Georgia
$127K +$2.52K +231 +2%
LFS
158
Legacy Financial Strategies
Kansas
$123K +$327 +30 +0.3%
SW
159
SVB Wealth
Massachusetts
$121K -$784 -72 -0.6%
CA
160
Cetera Advisors
Colorado
$118K +$1.15K +106 +0.9%
WS
161
Wedbush Securities
California
$118K
ACM
162
Advisors Capital Management
New Jersey
$113K +$2.01K +185 +2%
BPA
163
Beacon Pointe Advisors
California
$113K +$2.72K +250 +2%
JIP
164
Jaffetilchin Investment Partners
Florida
$109K -$196 -18 -0.2%
PA
165
Parallel Advisors
California
$105K -$240 -22 -0.2%
JMPWA
166
JP Morgan Private Wealth Advisors
California
$105K +$113K +10,341 New
FCM
167
Family Capital Management
Michigan
$104K +$185 +17 +0.2%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$87K +$10.7K +983 +13%
ECM
169
EMC Capital Management
Texas
$70K +$43.2K +3,971 +135%
HI
170
Harbour Investments
Wisconsin
$65.3K
C
171
Covestor
United Kingdom
$62K -$12.3K -1,131 -16%
NA
172
NewEdge Advisors
Louisiana
$55K +$1.95K +179 +3%
HCM
173
Hollencrest Capital Management
California
$50.6K -$109K -10,000 -67%
S
174
SignatureFD
Georgia
$45.4K +$4.22K +388 +9%
KBC Group
175
KBC Group
Belgium
$45K -$45.4K -4,171 -48%

ARI Hedge Fund Activity: Q3 2023 in Review

228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2023, worth a combined $771M — down 12% from $875M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ARI and 17 opened new positions — a net loss of 10 holders — while 88 trimmed existing stakes and 76 added.

The largest buyer was Citadel Advisors, adding an estimated $4.09M. The largest seller was Goldman Sachs, cutting an estimated $6.49M.

  • 228 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2023, down from 240 in Q2 2023.
  • Funds reported $771M of Apollo Commercial Real Estate stock for Q3 2023, down 12% quarter-over-quarter.
  • 17 funds opened new Apollo Commercial Real Estate positions in Q3 2023 and 27 closed out, a net change of -10 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2023 was Citadel Advisors, an estimated $4.09M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2023 was Goldman Sachs, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2023.