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ARI

Apollo Commercial Real Estate
ARI

183 hedge funds and large institutions have $1.05B invested in Apollo Commercial Real Estate in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 39 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 39

19% more capital invested

Capital invested by funds: $880M → $1.05B (+$169M)

2.85% more ownership

Funds ownership: 57.91% → 60.76% (+2.8%)

7% less funds holding

Funds holding: 196 → 183 (-13)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $1.64M

Holders
183
Holders Change
-13
Holders Change %
-6.63%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
28
Increased
81
Reduced
39
Closed
33
Calls
$3K
Puts
$1.64M
Net Calls
-$1.64M
Net Calls Change
-$3.09M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$135M
2
NSLI
Nan Shan Life Insurance
Taiwan
+$26.5M
3
First Trust Advisors
First Trust Advisors
Illinois
+$9.91M
4
Asset Management One
Asset Management One
Japan
+$6.1M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$5.63M

Top Sellers

Rank Fund Capital Flow
1
AMH
Apollo Management Holdings
New York
-$21.3M
2
N
Nuveen
North Carolina
-$6.88M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$6.31M
4
Morgan Stanley
Morgan Stanley
New York
-$5.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
176
Oakworth Capital
Alabama
$8K – – –
HCM
177
Herndon Capital Management
Georgia
$8K +$426 +24 +6%
WIM
178
Westside Investment Management
California
$5.62K +$5.33K +300 New
CFA
179
Carroll Financial Associates
North Carolina
$5K – – –
FANJ
180
Financial Architects (New Jersey)
New Jersey
$2K – – –
FFW
181
Fusion Family Wealth
New York
$2K – – –
WA
182
WFG Advisors
Texas
$1K – – –
PCP
183
Proficio Capital Partners
Massachusetts
$1K +$124 +7 +11%
Alyeska Investment Group
184
Alyeska Investment Group
Illinois
– -$6.31M -379,860 Closed
Marshall Wace
185
Marshall Wace
United Kingdom
– -$4.42M -266,130 Closed
MIM
186
Monashee Investment Management
Massachusetts
– -$3.32M -200,000 Closed
KCM
187
Kennedy Capital Management
Missouri
– -$3.11M -187,233 Closed
RBC
188
Roble Belko & Company
Pennsylvania
– -$1.93M -116,342 Closed
RGREA
189
Ranger Global Real Estate Advisors
Colorado
– -$1.66M -100,000 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
190
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.05M -63,278 Closed
SSA
191
Schonfeld Strategic Advisors
New York
– -$831K -50,000 Closed
GP
192
GLG Partners
United Kingdom
– -$523K -31,492 Closed
CSS
193
Cubist Systematic Strategies
Connecticut
– -$521K -31,357 Closed
VKH
194
Virtu KCG Holdings
New York
– -$500K -30,085 Closed
LCM
195
Landscape Capital Management
New Jersey
– -$414K -24,935 Closed
JIM
196
Jupiter Investment Management
United Kingdom
– -$373K -22,500 Closed
BCM
197
BlueCrest Capital Management
Jersey
– -$306K -18,423 Closed
HSBC Holdings
198
HSBC Holdings
United Kingdom
– -$260K -15,612 Closed
Two Sigma Investments
199
Two Sigma Investments
New York
– -$259K -15,598 Closed
Two Sigma Advisers
200
Two Sigma Advisers
New York
– -$213K -12,843 Closed
5 6 7
8
9

ARI Hedge Fund Activity: Q1 2017 in Review

183 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2017, worth a combined $1.05B — up 19% from $880M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ARI and 28 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 81 added.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Apollo Management Holdings, cutting an estimated $21.3M.

  • 183 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2017, down from 196 in Q4 2016.
  • Funds reported $1.05B of Apollo Commercial Real Estate stock for Q1 2017, up 19% quarter-over-quarter.
  • 28 funds opened new Apollo Commercial Real Estate positions in Q1 2017 and 33 closed out, a net change of -5 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2017 was BlackRock, an estimated $135M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2017 was Apollo Management Holdings, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2017.