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ARI

Apollo Commercial Real Estate

217 hedge funds and large institutions have $827M invested in Apollo Commercial Real Estate in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $1.33M

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% more funds holding

Funds holding: 217217 (0)

2.29% less ownership

Funds ownership: 64.25%61.96% (-2.3%)

15% less capital invested

Capital invested by funds: $976M → $827M (-$149M)

31% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 88

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
217
Holders Change
Holders Change %
0%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
61
Reduced
88
Closed
25
Calls
$2.23M
Puts
$1.33M
Net Calls
+$895K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
201
Optimum Investment Advisors
Illinois
$5K
GAM
202
Gemmer Asset Management
California
$5K +$4.98K +541 New
LC
203
Lindbrook Capital
California
$4K
Millennium Management
204
Millennium Management
New York
$3.92K +$3.06M +332,034 +322%
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$2.64K -287 -49%
DAM
206
Delta Asset Management
Tennessee
$3K
TFO
207
Tarbox Family Office
California
$3K
SIS
208
Sound Income Strategies
Florida
$2K
BCWM
209
Bartlett & Co Wealth Management
Ohio
$1.17K
BC
210
Bartlett & Co
Ohio
$1K
CFA
211
Carroll Financial Associates
North Carolina
$1K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$1K
PFBT
213
Parkside Financial Bank & Trust
Missouri
$1K
WT
214
Whittier Trust
California
$1K
TPCW
215
TD Private Client Wealth
New York
$640
WCM
216
Weld Capital Management
New York
-$721K -73,514 Closed
UCFA
217
United Capital Financial Advisors
Texas
-$475K -48,449 Closed
TI
218
tru Independence
Oregon
-$387 -39,488 Closed
EMFAT
219
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$308K -31,420 Closed
ETC
220
Exchange Traded Concepts
Oklahoma
-$224K -22,792 Closed
6M
221
6 Meridian
Kansas
-$218K -22,226 Closed
MML Investors Services
222
MML Investors Services
Massachusetts
-$145K -14,790 Closed
RJA
223
Raymond James & Associates
Florida
-$142K -14,509 Closed
CF
224
Centaurus Financial
California
-$137K -13,959 Closed
SW
225
SkyOak Wealth
Michigan
-$130K -13,273 Closed

ARI Hedge Fund Activity: Q3 2020 in Review

217 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2020, worth a combined $827M — down 15% from $976M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ARI positions and 25 closed out — a net gain of 2 holders — while 61 added to existing stakes and 88 trimmed.

The largest buyer was Millennium Management, adding an estimated $3.06M. The largest seller was Apollo Management Holdings, cutting an estimated $32M.

  • 217 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $827M of Apollo Commercial Real Estate stock for Q3 2020, down 15% quarter-over-quarter.
  • 27 funds opened new Apollo Commercial Real Estate positions in Q3 2020 and 25 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2020 was Millennium Management, an estimated $3.06M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2020 was Apollo Management Holdings, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2020.