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ARI

Apollo Commercial Real Estate

196 hedge funds and large institutions have $880M invested in Apollo Commercial Real Estate in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.09M

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

13% more capital invested

Capital invested by funds: $777M → $880M (+$103M)

9% more funds holding

Funds holding: 180196 (+16)

1.29% less ownership

Funds ownership: 59.2%57.91% (-1.3%)

Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
67
Reduced
58
Closed
20
Calls
$2.54M
Puts
$1.09M
Net Calls
+$1.46M
Net Calls Change
+$661K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
176
Advisors Asset Management
Colorado
$21K -$269 -16 -1%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$21K
Barclays
178
Barclays
United Kingdom
$20K -$6.25M -372,451 -100%
PCM
179
Penserra Capital Management
California
$18K +$1.59K +95 +9%
BWP
180
Baldwin Wealth Partners
Massachusetts
$17K
ClearBridge Investments
181
ClearBridge Investments
New York
$17K
EWM
182
Edge Wealth Management
New York
$14K -$45.6K -2,714 -76%
DADC
183
D.A. Davidson & Co
Montana
$12K +$12.6K +750 New
First Manhattan
184
First Manhattan
New York
$9K -$6.71K -400 -40%
VCM
185
Versant Capital Management
Arizona
$8K +$8.85K +527 New
TRCT
186
Tower Research Capital (TRC)
New York
$7K -$253K -15,087 -97%
OC
187
Oakworth Capital
Alabama
$7K +$6.71K +400 New
HCM
188
Herndon Capital Management
Georgia
$6K
MFS
189
MSI Financial Services
Massachusetts
$5K -$873 -52 -14%
CFA
190
Carroll Financial Associates
North Carolina
$4K
DVM
191
Dreman Value Management
Florida
$2K
FFW
192
Fusion Family Wealth
New York
$2K +$1.68K +100 New
FANJ
193
Financial Architects (New Jersey)
New Jersey
$1K
PCP
194
Proficio Capital Partners
Massachusetts
$1K
WA
195
WFG Advisors
Texas
$1K
AIM
196
Advantage Investment Management
Iowa
$1K +$806 +48 New
Blackstone Inc
197
Blackstone Inc
New York
-$30.2M -1,847,019 Closed
IG
198
ING Group
Netherlands
-$8.3M -506,838 Closed
American Century Companies
199
American Century Companies
Missouri
-$3.65M -223,139 Closed
Millennium Management
200
Millennium Management
New York
-$1.13M -69,052 Closed

ARI Hedge Fund Activity: Q4 2016 in Review

196 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2016, worth a combined $880M — up 13% from $777M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ARI positions and 20 closed out — a net gain of 19 holders — while 67 added to existing stakes and 58 trimmed.

The largest buyer was UBS Group, adding an estimated $15.8M. The largest seller was Blackstone Inc, exiting entirely with an estimated $30.2M sold.

  • 196 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2016, up from 180 in Q3 2016.
  • Funds reported $880M of Apollo Commercial Real Estate stock for Q4 2016, up 13% quarter-over-quarter.
  • 39 funds opened new Apollo Commercial Real Estate positions in Q4 2016 and 20 closed out, a net change of +19 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2016 was UBS Group, an estimated $15.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2016 was Blackstone Inc, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2016.