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ARI

Apollo Commercial Real Estate
ARI

241 hedge funds and large institutions have $1.72B invested in Apollo Commercial Real Estate in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 66

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

3% more funds holding

Funds holding: 235 → 241 (+6)

1.24% more ownership

Funds ownership: 72.8% → 74.03% (+1.2%)

5% more capital invested

Capital invested by funds: $1.64B → $1.72B (+$79.5M)

4% more call options, than puts

Call options by funds: $662K | Put options by funds: $637K

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
5.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
97
Reduced
66
Closed
18
Calls
$662K
Puts
$637K
Net Calls
+$25K
Net Calls Change
+$301K

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$23.2M
2
Bessemer Group
Bessemer Group
New Jersey
+$23.2M
3
BlackRock
BlackRock
New York
+$17.9M
4
State Street
State Street
Massachusetts
+$11.3M
5
APG Asset Management
APG Asset Management
Netherlands
+$9.69M

Top Sellers

Rank Fund Capital Flow
1
NSLI
Nan Shan Life Insurance
Taiwan
-$18.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.11M
3
Deutsche Bank
Deutsche Bank
Germany
-$8.52M
4
YMRC
Yorktown Management & Research Company
Virginia
-$6.87M
5
First Trust Advisors
First Trust Advisors
Illinois
-$6.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
176
American Century Companies
Missouri
$219K – – –
FCI
177
Financial Counselors Inc
Kansas
$210K – – –
CIC
178
Carnegie Investment Counsel
Ohio
$209K +$213K +11,175 New
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$201K -$1.55K -81 -0.8%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$201K +$10.3K +540 +5%
MML Investors Services
181
MML Investors Services
Massachusetts
$201K +$203K +10,631 New
WEC
182
Winslow Evans & Crocker
Massachusetts
$198K -$24K -1,260 -11%
PAG
183
Private Advisor Group
New Jersey
$198K +$201K +10,516 New
AIP
184
Ameritas Investment Partners
Nebraska
$194K – – –
SNT
185
Security National Trust
West Virginia
$158K – – –
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$151K -$579K -30,368 -79%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$143K – – –
Baillie Gifford & Co
188
Baillie Gifford & Co
United Kingdom
$138K +$139K +7,300 New
AWM
189
AllSquare Wealth Management
New York
$113K – – –
CAL
190
Capital Advisors Ltd
Ohio
$105K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$94K – – –
SIM
192
Sonora Investment Management
Arizona
$89K – – –
LIA
193
LS Investment Advisors
Michigan
$64K – – –
DWM
194
Destination Wealth Management
California
$57K +$57.2K +3,000 New
HIIFS
195
Harel Insurance Investments & Financial Services
Israel
$55K -$5.57K -292 -11%
APA
196
American Portfolios Advisors
New York
$54.7K – – –
TRCT
197
Tower Research Capital (TRC)
New York
$54K +$54.2K +2,840 New
P8IP
198
Pier 88 Investment Partners
California
$51K – – –
SWP
199
Stratos Wealth Partners
Ohio
$50K +$50.6K +2,650 New
S
200
SignatureFD
Georgia
$47K – – –
6 7
8
9 10

ARI Hedge Fund Activity: Q3 2018 in Review

241 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2018, worth a combined $1.72B — up 4.9% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ARI positions and 18 closed out — a net gain of 8 holders — while 97 added to existing stakes and 66 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $23.2M. The largest seller was Nan Shan Life Insurance, cutting an estimated $18.8M.

  • 241 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2018, up from 235 in Q2 2018.
  • Funds reported $1.72B of Apollo Commercial Real Estate stock for Q3 2018, up 4.9% quarter-over-quarter.
  • 26 funds opened new Apollo Commercial Real Estate positions in Q3 2018 and 18 closed out, a net change of +8 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $23.2M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2018 was Nan Shan Life Insurance, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2018.