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ARI

Apollo Commercial Real Estate

252 hedge funds and large institutions have $1.54B invested in Apollo Commercial Real Estate in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

5% more funds holding

Funds holding: 241252 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.9% less ownership

Funds ownership: 74.03%69.13% (-4.9%)

10% less capital invested

Capital invested by funds: $1.72B → $1.54B (-$177M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $874K

Holders
252
Holders Change
+11
Holders Change %
+4.56%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
45
Increased
100
Reduced
59
Closed
32
Calls
Puts
$874K
Net Calls
-$874K
Net Calls Change
-$899K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
WealthBridge Capital Management
Ohio
$60K +$66.8K +3,617 New
LIA
202
LS Investment Advisors
Michigan
$57K
Parallax Volatility Advisers
203
Parallax Volatility Advisers
California
$51K +$56.7K +3,070 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$50K -$36.9K -2,000 -40%
MOACM
205
Mutual of America Capital Management
New York
$46K +$12.2K +661 +31%
P8IP
206
Pier 88 Investment Partners
California
$45K
S
207
SignatureFD
Georgia
$42K
ER
208
Enlightenment Research
Florida
$42K +$46.2K +2,500 New
BOPW
209
Brandywine Oak Private Wealth
Pennsylvania
$42K +$47.3K +2,562 New
BAM
210
Bruderman Asset Management
New York
$39K
OIA
211
Optimum Investment Advisors
Illinois
$38K
CA
212
Claro Advisors
Massachusetts
$35K +$34.2K +1,850 New
MAM
213
Meeder Asset Management
Ohio
$35K +$38.8K +2,100 New
SWA
214
Sutton Wealth Advisors
Florida
$33.5K
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$33K -$185K -10,000 -83%
OIA
216
OneDigital Investment Advisors
Kansas
$33K +$14.7K +795 +66%
GWM
217
Geneos Wealth Management
Colorado
$32K
QT
218
Quantamental Technologies
New York
$30K +$33.2K +1,797 New
VCM
219
Versant Capital Management
Arizona
$29K +$314 +17 +1%
JA
220
JOYN Advisors
Georgia
$26K -$3.4K -184 -11%
Loomis, Sayles & Company
221
Loomis, Sayles & Company
Massachusetts
$20K -$11.5K -625 -34%
BWA
222
BDO Wealth Advisors
Florida
$20K
PCG
223
Private Capital Group
Connecticut
$20K +$7.09K +384 +47%
QCIG
224
Quad-Cities Investment Group
Iowa
$18K
AS
225
Altshuler Shaham
Israel
$17K -$8.95K -485 -32%

ARI Hedge Fund Activity: Q4 2018 in Review

252 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2018, worth a combined $1.54B — down 10% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ARI positions and 32 closed out — a net gain of 13 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Bessemer Group, adding an estimated $27.2M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $59.5M.

  • 252 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2018, up from 241 in Q3 2018.
  • Funds reported $1.54B of Apollo Commercial Real Estate stock for Q4 2018, down 10% quarter-over-quarter.
  • 45 funds opened new Apollo Commercial Real Estate positions in Q4 2018 and 32 closed out, a net change of +13 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2018 was Bessemer Group, an estimated $27.2M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2018 was Fuller & Thaler Asset Management, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2018.