ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

237 hedge funds and large institutions have $855M invested in Apollo Commercial Real Estate in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+6
Holders Change %
+2.6%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
69
Reduced
82
Closed
23
Calls
$3.95M
Puts
$7.62M
Net Calls
-$3.67M
Net Calls Change
+$5.65M

Top Buyers

1
GLA
1
Great Lakes Advisors
Illinois
$4.33M
2
State Street
2
State Street
Massachusetts
$60.2M
3
KAS
3
Kestra Advisory Services
Texas
$1.17M
4
Charles Schwab
4
Charles Schwab
California
$22.9M
5
Invesco
5
Invesco
Georgia
$20M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$5.59M
3
Norges Bank
3
Norges Bank
Norway
$9.37M
4
Barclays
4
Barclays
United Kingdom
$1.4M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
176
KBC Group
Belgium
$49K – – –
SOW
177
State of Wyoming
Wyoming
$39.6K -$134 -12 -0.3%
QCG
178
Quadrant Capital Group
Ohio
$38.9K -$758 -68 -2%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$38K +$28.2K +2,506 +288%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$38K +$980 +88 +3%
PS
181
Principal Securities
Iowa
$28.2K +$6.16K +553 +28%
SPIA
182
Steward Partners Investment Advisory
New York
$24.5K – – –
Nomura Asset Management
183
Nomura Asset Management
Japan
$23.4K – – –
CB
184
Community Bank
New York
$22.3K – – –
CHC
185
City Holding Co
West Virginia
$22.3K – – –
AT
186
Arlington Trust
Alabama
$22.3K +$22.3K +2,000 New
VCM
187
Versant Capital Management
Arizona
$19.6K -$33 -3 -0.2%
US Bancorp
188
US Bancorp
Minnesota
$15.1K – – –
BFEC
189
Benjamin F. Edwards & Company
Missouri
$13K +$2.34K +220 +22%
RCM
190
Raleigh Capital Management
North Carolina
$12.8K – – –
QL
191
Quarry LP
New York
$12.1K +$12.1K +1,090 New
IPW
192
Impact Partnership Wealth
Georgia
$12.1K -$479 -43 -4%
BIA
193
Bell Investment Advisors
California
$11.9K – – –
TF
194
Tompkins Financial
New York
$11.1K – – –
LFG
195
Larson Financial Group
Missouri
$11.1K +$11.1K +1,000 New
GI
196
GAMMA Investing
California
$11K +$1.4K +126 +15%
Group One Trading
197
Group One Trading
Illinois
$10.5K -$73.2K -6,571 -87%
CFGS
198
Concourse Financial Group Securities
Alabama
$10.3K – – –
BAM
199
Byrne Asset Management
New Jersey
$9.47K – – –
CG
200
Cutler Group
California
$8K -$21.8K -2,100 -73%
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8
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