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ARI

Apollo Commercial Real Estate
ARI

241 hedge funds and large institutions have $981M invested in Apollo Commercial Real Estate in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $827M → $981M (+$153M)

11% more funds holding

Funds holding: 217 → 241 (+24)

1% more call options, than puts

Call options by funds: $2M | Put options by funds: $1.97M

0.32% more ownership

Funds ownership: 61.96% → 62.28% (+0.32%)

37% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 95

Holders
241
Holders Change
+24
Holders Change %
+11.06%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
60
Reduced
95
Closed
16
Calls
$2M
Puts
$1.97M
Net Calls
+$29K
Net Calls Change
-$866K

Top Buyers

1
MAC
Monarch Alternative Capital
New York
+$13.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$2.96M
3
AAM
Advisors Asset Management
Colorado
+$2.22M
4
CS
Credit Suisse
Switzerland
+$2.17M
5
GIP
Granite Investment Partners
California
+$2.14M

Top Sellers

1
AMH
Apollo Management Holdings
New York
-$29.2M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$9.3M
3
BlackRock
BlackRock
New York
-$6.66M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.45M
5
State Street
State Street
Massachusetts
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
201
City Holding Co
West Virginia
$22K +$20.5K +2,000 New
PWM
202
Perigon Wealth Management
California
$22K +$20.5K +2,000 New
APA
203
American Portfolios Advisors
New York
$21.9K +$215 +21 +1%
VFA
204
Valeo Financial Advisors
Indiana
$20K – – –
IAIM
205
International Assets Investment Management
Florida
$20K +$18.5K +1,800 New
Fuller & Thaler Asset Management
206
Fuller & Thaler Asset Management
California
$19K – – –
PA
207
Parallel Advisors
California
$18K +$51 +5 +0.3%
US Bancorp
208
US Bancorp
Minnesota
$16K +$6.51K +635 +79%
CT
209
Clearstead Trust
Maine
$15K – – –
MAM
210
Meeder Asset Management
Ohio
$15K +$3.19K +311 +31%
PO
211
Private Ocean
California
$13K – – –
BCA
212
Berman Capital Advisors
Georgia
$13K +$1.18K +115 +10%
BWP
213
Baldwin Wealth Partners
Massachusetts
$11K – – –
GWM
214
Geneos Wealth Management
Colorado
$7K -$3.08K -300 -36%
PCG
215
Private Capital Group
Connecticut
$6K -$14.3K -1,394 -72%
ABC
216
Associated Banc-Corp
Wisconsin
$6K – – –
First Manhattan
217
First Manhattan
New York
$6K – – –
OIA
218
Optimum Investment Advisors
Illinois
$6K – – –
QCG
219
Quadrant Capital Group
Ohio
$6K – – –
GAM
220
Gemmer Asset Management
California
$6K +$369 +36 +7%
CCA
221
Childress Capital Advisors
Texas
$6K +$5.81K +567 New
LC
222
Lindbrook Capital
California
$5K – – –
TFO
223
Tarbox Family Office
California
$4K -$379 -37 -10%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$4K +$3.1K +302 +318%
DAM
225
Delta Asset Management
Tennessee
$3K – – –
7 8
9
10 11

ARI Hedge Fund Activity: Q4 2020 in Review

241 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2020, worth a combined $981M — up 19% from $827M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ARI positions and 16 closed out — a net gain of 27 holders — while 60 added to existing stakes and 95 trimmed.

The largest buyer was Monarch Alternative Capital, opening a new position worth an estimated $13.9M. The largest seller was Apollo Management Holdings, cutting an estimated $29.2M.

  • 241 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2020, up from 217 in Q3 2020.
  • Funds reported $981M of Apollo Commercial Real Estate stock for Q4 2020, up 19% quarter-over-quarter.
  • 43 funds opened new Apollo Commercial Real Estate positions in Q4 2020 and 16 closed out, a net change of +27 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2020 was Monarch Alternative Capital, an estimated $13.9M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2020 was Apollo Management Holdings, an estimated $29.2M sold.

Based on aggregated 13F filings for Q4 2020.