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ARI

Apollo Commercial Real Estate

252 hedge funds and large institutions have $1.54B invested in Apollo Commercial Real Estate in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

5% more funds holding

Funds holding: 241252 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.9% less ownership

Funds ownership: 74.03%69.13% (-4.9%)

10% less capital invested

Capital invested by funds: $1.72B → $1.54B (-$177M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $874K

Holders
252
Holders Change
+11
Holders Change %
+4.56%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
45
Increased
100
Reduced
59
Closed
32
Calls
Puts
$874K
Net Calls
-$874K
Net Calls Change
-$899K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$218K +$44.1K +2,388 +22%
BIAS
177
Beacon Investment Advisory Services
New Jersey
$210K -$233K -12,602 Closed
IA
178
IFP Advisors
Florida
$208K -$48.7K -2,636 -18%
TRCT
179
Tower Research Capital (TRC)
New York
$208K +$178K +9,620 +339%
M&T Bank
180
M&T Bank
New York
$204K +$225K +12,196 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$190K +$14.1K +763 +7%
ZCA
182
Zeke Capital Advisors
Pennsylvania
$185K -$136K -7,357 -40%
FCI
183
Financial Counselors Inc
Kansas
$183K -$1.85K -100 -0.9%
Two Sigma Investments
184
Two Sigma Investments
New York
$183K +$203K +10,999 New
MML Investors Services
185
MML Investors Services
Massachusetts
$182K +$5.35K +290 +3%
American Century Companies
186
American Century Companies
Missouri
$177K -$17.5K -947 -8%
WEC
187
Winslow Evans & Crocker
Massachusetts
$176K
RJA
188
Raymond James & Associates
Florida
$173K -$711K -38,518 -79%
APA
189
American Portfolios Advisors
New York
$172K +$137K +7,400 +255%
AIP
190
Ameritas Investment Partners
Nebraska
$171K
PHK
191
Point72 Hong Kong
Hong Kong
$160K +$173K +9,360 +3,729%
Baillie Gifford & Co
192
Baillie Gifford & Co
United Kingdom
$158K +$40.6K +2,200 +30%
SNT
193
Security National Trust
West Virginia
$140K
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$126K
AWM
195
AllSquare Wealth Management
New York
$100K
MWA
196
Meridian Wealth Advisors
Texas
$100K +$111K +6,000 New
CAL
197
Capital Advisors Ltd
Ohio
$93K
SIM
198
Sonora Investment Management
Arizona
$78K
Fuller & Thaler Asset Management
199
Fuller & Thaler Asset Management
California
$68K -$59.5M -3,225,447 -100%
HIIFS
200
Harel Insurance Investments & Financial Services
Israel
$63K

ARI Hedge Fund Activity: Q4 2018 in Review

252 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2018, worth a combined $1.54B — down 10% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ARI positions and 32 closed out — a net gain of 13 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Bessemer Group, adding an estimated $27.2M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $59.5M.

  • 252 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2018, up from 241 in Q3 2018.
  • Funds reported $1.54B of Apollo Commercial Real Estate stock for Q4 2018, down 10% quarter-over-quarter.
  • 45 funds opened new Apollo Commercial Real Estate positions in Q4 2018 and 32 closed out, a net change of +13 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2018 was Bessemer Group, an estimated $27.2M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2018 was Fuller & Thaler Asset Management, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2018.