ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

231 hedge funds and large institutions have $936M invested in Apollo Commercial Real Estate in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 16 closing their positions.

Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
76
Reduced
79
Closed
16
Calls
$5.12M
Puts
$14.4M
Net Calls
-$9.32M
Net Calls Change
+$542K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
BlackRock
2
BlackRock
New York
$271M
3
Invesco
3
Invesco
Georgia
$20.1M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$34.8M
5
Barclays
5
Barclays
United Kingdom
$3.41M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$25.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M
3
GCP
3
GSA Capital Partners
United Kingdom
$302K
4
Norges Bank
4
Norges Bank
Norway
$12M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$41.8K 3,557 +693 +24%
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K 3,321 +78 +2%
FWM
178
Focused Wealth Management
New York
$38.1K 3,248 +8 +0.2%
CG
179
Cutler Group
California
$33K 2,870 +1,654 +136%
SPIA
180
Steward Partners Investment Advisory
New York
$25.8K 2,200 – –
Nomura Asset Management
181
Nomura Asset Management
Japan
$24.7K 2,100 – –
CHC
182
City Holding Co
West Virginia
$23.5K 2,000 – –
CB
183
Community Bank
New York
$23.5K 2,000 – –
PS
184
Principal Securities
Iowa
$23.3K 1,981 +1,981 New
VCM
185
Versant Capital Management
Arizona
$20.7K 1,759 -626 -26%
US Bancorp
186
US Bancorp
Minnesota
$15.9K 1,353 -64 -5%
RCM
187
Raleigh Capital Management
North Carolina
$13.5K 1,150 +100 +10%
IPW
188
Impact Partnership Wealth
Georgia
$13.3K 1,129 +50 +5%
BIA
189
Bell Investment Advisors
California
$12.6K 1,071 -34 -3%
BFEC
190
Benjamin F. Edwards & Company
Missouri
$12K 1,000 – –
TF
191
Tompkins Financial
New York
$11.7K 1,000 – –
BWP
192
Baldwin Wealth Partners
Massachusetts
$11.7K 1,000 – –
CFGS
193
Concourse Financial Group Securities
Alabama
$10.9K 900 – –
BAM
194
Byrne Asset Management
New Jersey
$10.7K 850 -250 -23%
CAS
195
Coppell Advisory Solutions
Texas
$10K 853 +105 +14%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$10K 870 -147 -14%
TWM
197
Tradition Wealth Management
Minnesota
$10K 821 – –
GI
198
GAMMA Investing
California
$9.59K 859 +859 New
LC
199
Lindbrook Capital
California
$8.47K 721 +234 +48%
HWA
200
Heritage Wealth Advisors
Virginia
$8.22K 700 +700 New
6 7
8
9 10