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ARI

Apollo Commercial Real Estate

248 hedge funds and large institutions have $747M invested in Apollo Commercial Real Estate in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 55.53%56.7% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 250248 (-2)

89% less capital invested

Capital invested by funds: $6.74B → $747M (-$6B)

93% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $49.8M

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
84
Reduced
78
Closed
30
Calls
$3.44M
Puts
$49.8M
Net Calls
-$46.3M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$85.4K +$61.7K +5,573 +155%
PA
177
Parallel Advisors
California
$70.9K -$11.6K -1,052 -12%
MLICM
178
Metropolitan Life Insurance Company (MetLife)
New York
$70.8K -$11.7K -1,057 -12%
ECM
179
EMC Capital Management
Texas
$64K
HI
180
Harbour Investments
Wisconsin
$60K -$2.87K -259 -4%
LSA
181
Leonteq Securities AG
Switzerland
$52.6K -$126K -11,415 -67%
C
182
Covestor
United Kingdom
$49K -$3.72K -336 -6%
AW
183
Avion Wealth
Texas
$49K
NA
184
NewEdge Advisors
Louisiana
$48.9K -$27.8K -2,509 -32%
FWM
185
Focused Wealth Management
New York
$39.2K -$4.22K -381 -8%
BWA
186
BDO Wealth Advisors
Florida
$37.1K -$48.2K -4,350 -52%
Point72 Asset Management
187
Point72 Asset Management
Connecticut
$28.9K +$34.4K +3,103 New
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K +$1.4K +126 +4%
S
189
SignatureFD
Georgia
$24.4K -$697 -63 -2%
GRP
190
Global Retirement Partners
California
$24.1K -$1.15K -104 -4%
VCM
191
Versant Capital Management
Arizona
$20.6K +$2.24K +202 +10%
SPIA
192
Steward Partners Investment Advisory
New York
$20.5K
Nomura Asset Management
193
Nomura Asset Management
Japan
$19.6K
ETC
194
Exchange Traded Concepts
Oklahoma
$19K +$22.6K +2,039 New
CHC
195
City Holding Co
West Virginia
$18.6K
CB
196
Community Bank
New York
$18.6K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$18K +$2.92K +264 +15%
PG
198
Proffitt & Goodson
Tennessee
$16.4K
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$13.6K -$2.88K -260 -15%
US Bancorp
200
US Bancorp
Minnesota
$11.2K -$2.13K -192 -14%

ARI Hedge Fund Activity: Q1 2023 in Review

248 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2023, worth a combined $747M — down 89% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARI positions and 30 closed out — a net gain of 2 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.97M. The largest seller was BlackRock, cutting an estimated $2.85M.

  • 248 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2023, down from 250 in Q4 2022.
  • Funds reported $747M of Apollo Commercial Real Estate stock for Q1 2023, down 89% quarter-over-quarter.
  • 32 funds opened new Apollo Commercial Real Estate positions in Q1 2023 and 30 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2023 was Vanguard Group, an estimated $3.97M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2023 was BlackRock, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2023.