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ARI

Apollo Commercial Real Estate
ARI

225 hedge funds and large institutions have $1.2B invested in Apollo Commercial Real Estate in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $981M → $1.2B (+$224M)

13% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $3.22M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.64% less ownership

Funds ownership: 62.28% → 61.64% (-0.64%)

7% less funds holding

Funds holding: 241 → 225 (-16)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

40% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 35

Holders
225
Holders Change
-16
Holders Change %
-6.64%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
70
Reduced
80
Closed
35
Calls
$3.63M
Puts
$3.22M
Net Calls
+$409K
Net Calls Change
+$380K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$14.8M
2
MAC
Monarch Alternative Capital
New York
+$5.85M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.4M
4
Invesco
Invesco
Georgia
+$4.05M
5
Goldman Sachs
Goldman Sachs
New York
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$10.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$9.42M
4
Norges Bank
Norges Bank
Norway
-$5.72M
5
Millennium Management
Millennium Management
New York
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
201
First Manhattan
New York
$8K – – –
GAM
202
Gemmer Asset Management
California
$8K – – –
HNB
203
Huntington National Bank
Ohio
$8K +$7.7K +600 New
GWM
204
Geneos Wealth Management
Colorado
$7K – – –
OIA
205
Optimum Investment Advisors
Illinois
$7K – – –
QCG
206
Quadrant Capital Group
Ohio
$7K – – –
TWA
207
TCI Wealth Advisors
Arizona
$7K +$6.52K +508 New
LC
208
Lindbrook Capital
California
$6K – – –
PFBT
209
Parkside Financial Bank & Trust
Missouri
$6K – – –
TFO
210
Tarbox Family Office
California
$5K – – –
DAM
211
Delta Asset Management
Tennessee
$4K – – –
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
SFS
213
Sowell Financial Services
Arkansas
$3K +$2.57K +200 New
SIS
214
Sound Income Strategies
Florida
$2.79K – – –
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$2.23K +$850K +66,255 +71%
BC
216
Bartlett & Co
Ohio
$2K – – –
WT
217
Whittier Trust
California
$2K – – –
BCWM
218
Bartlett & Co Wealth Management
Ohio
$1.79K – – –
AIG
219
American International Group
New York
$1.3K -$12.7K -988 -1%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FHC
221
First Horizon Corporation
Tennessee
$1K – – –
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$1K – – –
TPCW
223
TD Private Client Wealth
New York
$992 – – –
BBHC
224
Brown Brothers Harriman & Co
New York
$1 +$719 +56 New
Allianz Asset Management
225
Allianz Asset Management
Germany
– -$10.6M -946,467 Closed
7 8
9
10 11

ARI Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2021, worth a combined $1.2B — up 23% from $981M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ARI and 21 opened new positions — a net loss of 14 holders — while 80 trimmed existing stakes and 70 added.

The largest buyer was BlackRock, adding an estimated $14.8M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.5M.

  • 225 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2021, down from 241 in Q4 2020.
  • Funds reported $1.2B of Apollo Commercial Real Estate stock for Q1 2021, up 23% quarter-over-quarter.
  • 21 funds opened new Apollo Commercial Real Estate positions in Q1 2021 and 35 closed out, a net change of -14 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2021 was BlackRock, an estimated $14.8M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2021 was Mirae Asset Global Investments, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2021.