We are live on ! Find out more
ARI

Apollo Commercial Real Estate
ARI

241 hedge funds and large institutions have $981M invested in Apollo Commercial Real Estate in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $827M → $981M (+$153M)

11% more funds holding

Funds holding: 217 → 241 (+24)

1% more call options, than puts

Call options by funds: $2M | Put options by funds: $1.97M

0.32% more ownership

Funds ownership: 61.96% → 62.28% (+0.32%)

37% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 95

Holders
241
Holders Change
+24
Holders Change %
+11.06%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
60
Reduced
95
Closed
16
Calls
$2M
Puts
$1.97M
Net Calls
+$29K
Net Calls Change
-$866K

Top Buyers

1
MAC
Monarch Alternative Capital
New York
+$13.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$2.96M
3
AAM
Advisors Asset Management
Colorado
+$2.22M
4
CS
Credit Suisse
Switzerland
+$2.17M
5
GIP
Granite Investment Partners
California
+$2.14M

Top Sellers

1
AMH
Apollo Management Holdings
New York
-$29.2M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$9.3M
3
BlackRock
BlackRock
New York
-$6.66M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.45M
5
State Street
State Street
Massachusetts
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
176
Natixis
France
$108K +$103K +10,000 New
MA
177
Montag & Associates
Georgia
$95K +$87.2K +8,500 New
FWM
178
Focused Wealth Management
New York
$91K -$1.26K -123 -1%
Group One Trading
179
Group One Trading
Illinois
$82K +$75.1K +7,329 New
IA
180
IFP Advisors
Florida
$79K +$7.24K +706 +11%
FTDI
181
First Trust Direct Indexing
Massachusetts
$78K +$71.8K +7,003 New
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K +$7.15K +697 +15%
FCM
183
Firestone Capital Management
Florida
$56K – – –
Simplex Trading
184
Simplex Trading
Illinois
$53K -$25.4K -2,480 -34%
AW
185
Avion Wealth
Texas
$52K – – –
AWM
186
AllSquare Wealth Management
New York
$50K – – –
SWA
187
Sutton Wealth Advisors
Florida
$49.5K – – –
PHK
188
Point72 Hong Kong
Hong Kong
$40K +$14.7K +1,438 +67%
SIM
189
Sonora Investment Management
Arizona
$38K -$20.5K -2,000 -37%
VCM
190
Versant Capital Management
Arizona
$36K -$297 -29 -0.9%
Lazard Asset Management
191
Lazard Asset Management
New York
$35K +$32.6K +3,180 New
FPS
192
Fieldpoint Private Securities
Connecticut
$34K +$31.4K +3,065 New
S
193
SignatureFD
Georgia
$32K +$1.31K +128 +5%
SPIA
194
Steward Partners Investment Advisory
New York
$29K -$16.4K -1,600 -38%
William Blair & Company
195
William Blair & Company
Illinois
$25K -$79.5K -7,750 -78%
Acadian Asset Management
196
Acadian Asset Management
Massachusetts
$25K +$23K +2,243 New
PWPS
197
Pinnacle Wealth Planning Services
Ohio
$25K +$23.2K +2,266 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$24K -$215 -21 -1%
GWS
199
Glassman Wealth Services
Virginia
$23K +$5.13K +500 +33%
APWA
200
Atlas Private Wealth Advisors
New Jersey
$22K -$20.5K -2,000 -50%
6 7
8
9 10

ARI Hedge Fund Activity: Q4 2020 in Review

241 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2020, worth a combined $981M — up 19% from $827M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ARI positions and 16 closed out — a net gain of 27 holders — while 60 added to existing stakes and 95 trimmed.

The largest buyer was Monarch Alternative Capital, opening a new position worth an estimated $13.9M. The largest seller was Apollo Management Holdings, cutting an estimated $29.2M.

  • 241 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2020, up from 217 in Q3 2020.
  • Funds reported $981M of Apollo Commercial Real Estate stock for Q4 2020, up 19% quarter-over-quarter.
  • 43 funds opened new Apollo Commercial Real Estate positions in Q4 2020 and 16 closed out, a net change of +27 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2020 was Monarch Alternative Capital, an estimated $13.9M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2020 was Apollo Management Holdings, an estimated $29.2M sold.

Based on aggregated 13F filings for Q4 2020.