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ARI

Apollo Commercial Real Estate
ARI

225 hedge funds and large institutions have $1.2B invested in Apollo Commercial Real Estate in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $981M → $1.2B (+$224M)

13% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $3.22M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.64% less ownership

Funds ownership: 62.28% → 61.64% (-0.64%)

7% less funds holding

Funds holding: 241 → 225 (-16)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

40% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 35

Holders
225
Holders Change
-16
Holders Change %
-6.64%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
70
Reduced
80
Closed
35
Calls
$3.63M
Puts
$3.22M
Net Calls
+$409K
Net Calls Change
+$380K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$14.8M
2
MAC
Monarch Alternative Capital
New York
+$5.85M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.4M
4
Invesco
Invesco
Georgia
+$4.05M
5
Goldman Sachs
Goldman Sachs
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$10.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$9.42M
4
Norges Bank
Norges Bank
Norway
-$5.72M
5
Millennium Management
Millennium Management
New York
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
176
Carroll Financial Associates
North Carolina
$56K +$49.8K +3,880 +2,587%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$55K +$23.3K +1,818 +84%
SIM
178
Sonora Investment Management
Arizona
$47K – – –
VCM
179
Versant Capital Management
Arizona
$45K – – –
FPS
180
Fieldpoint Private Securities
Connecticut
$44K +$1.09K +85 +3%
S
181
SignatureFD
Georgia
$41K +$115 +9 +0.3%
CAC
182
Certified Advisory Corp
Florida
$33K +$30.6K +2,388 New
SPIA
183
Steward Partners Investment Advisory
New York
$31.6K -$4.36K -340 -13%
William Blair & Company
184
William Blair & Company
Illinois
$28K -$2.57K -200 -9%
CHC
185
City Holding Co
West Virginia
$28K – – –
VFA
186
Valeo Financial Advisors
Indiana
$25K – – –
EVM
187
Eaton Vance Management
Massachusetts
$25K +$23.3K +1,812 New
PA
188
Parallel Advisors
California
$23K +$38 +3 +0.2%
IAIM
189
International Assets Investment Management
Florida
$20K – – –
US Bancorp
190
US Bancorp
Minnesota
$20K – – –
MAM
191
Meeder Asset Management
Ohio
$20K +$1.4K +109 +8%
SWM
192
Spire Wealth Management
Virginia
$18K +$16.2K +1,260 New
Fuller & Thaler Asset Management
193
Fuller & Thaler Asset Management
California
$17K -$6.33K -493 -29%
BCA
194
Berman Capital Advisors
Georgia
$17K +$38 +3 +0.2%
APWA
195
Atlas Private Wealth Advisors
New Jersey
$14K -$12.8K -1,000 -50%
BWP
196
Baldwin Wealth Partners
Massachusetts
$14K – – –
BFEC
197
Benjamin F. Edwards & Company
Missouri
$14K +$12.8K +1,000 New
APA
198
American Portfolios Advisors
New York
$12.3K -$13.9K -1,083 -55%
WCM
199
Wealthcare Capital Management
Virginia
$10K +$9.32K +726 New
PCG
200
Private Capital Group
Connecticut
$9K +$924 +72 +13%
6 7
8
9 10

ARI Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2021, worth a combined $1.2B — up 23% from $981M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ARI and 21 opened new positions — a net loss of 14 holders — while 80 trimmed existing stakes and 70 added.

The largest buyer was BlackRock, adding an estimated $14.8M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.5M.

  • 225 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2021, down from 241 in Q4 2020.
  • Funds reported $1.2B of Apollo Commercial Real Estate stock for Q1 2021, up 23% quarter-over-quarter.
  • 21 funds opened new Apollo Commercial Real Estate positions in Q1 2021 and 35 closed out, a net change of -14 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2021 was BlackRock, an estimated $14.8M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2021 was Mirae Asset Global Investments, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2021.