Apollo Commercial Real Estate
ARI
166 hedge funds and large institutions have $719M invested in Apollo Commercial Real Estate in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.
389% more call options, than puts
Call options by funds: $230K | Put options by funds: $47K
30% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 50
17% more capital invested
Capital invested by funds: $615M → $719M (+$104M)
1.63% more ownership
Funds ownership: 59.35% → 60.98% (+1.6%)
0% more funds holding
Funds holding: 166 → 166 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$15.1M |
| 2 |
AMH
Apollo Management Holdings
New York
|
+$11.9M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$11.4M |
| 4 |
Renaissance Technologies
New York
|
+$4.6M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$8.73M |
| 2 |
O
OppenheimerFunds
New York
|
-$7.79M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.12M |
| 4 |
CGC
Cloud Gate Capital
Chicago,
Illinois
|
-$4.53M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
176
Globeflex Capital
San Diego,
California
| – | -$228K | -14,518 | Closed |
|
177
Schroder Investment Management Group
London,
United Kingdom
| – | -$187K | -11,900 | Closed |
|
178
Jane Street
New York
| – | -$183K | -11,627 | Closed |
|
|
IC
179
InterOcean Capital
Chicago,
Illinois
| – | -$181K | -11,535 | Closed |
|
|
QT
180
Quantbot Technologies
New York
| – | -$43K | -2,745 | Closed |
|
|
LFR
181
Lehman Financial Resources
Media,
Pennsylvania
| – | -$31K | -2,000 | Closed |
|
182
Envestnet Asset Management
Chicago,
Illinois
| – | -$18K | -1,118 | Closed |
|
|
SIM
183
Sonora Investment Management
Tucson,
Arizona
| – | -$16K | -1,000 | Closed |
|
184
Bessemer Group
Woodbridge,
New Jersey
| – | -$9K | -567 | Closed |
|
|
DADC
185
D.A. Davidson & Co
Great Falls,
Montana
| – | -$7K | -500 | Closed |
|
186
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -46 | Closed |
|
ARI Hedge Fund Activity: Q4 2015 in Review
166 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2015, worth a combined $719M — up 17% from $615M a quarter earlier.
Fund positioning in ARI was balanced in Q4 2015: 18 funds opened new positions, 18 closed out, 65 added to existing stakes and 50 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $15.1M. The largest seller was Blackstone Inc, cutting an estimated $8.73M.
- 166 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $719M of Apollo Commercial Real Estate stock for Q4 2015, up 17% quarter-over-quarter.
- 18 funds opened new Apollo Commercial Real Estate positions in Q4 2015 and 18 closed out, a net change of 0 holders.
- The largest Apollo Commercial Real Estate buyer in Q4 2015 was LSV Asset Management, an estimated $15.1M added.
- The largest Apollo Commercial Real Estate seller in Q4 2015 was Blackstone Inc, an estimated $8.73M sold.
Based on aggregated 13F filings for Q4 2015.