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ARI

Apollo Commercial Real Estate

232 hedge funds and large institutions have $821M invested in Apollo Commercial Real Estate in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

0% more funds holding

Funds holding: 232232 (0)

2.66% less ownership

Funds ownership: 58.44%55.78% (-2.7%)

17% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 83

29% less capital invested

Capital invested by funds: $1.16B → $821M (-$336M)

85% less call options, than puts

Call options by funds: $4.28M | Put options by funds: $28.3M

Holders
232
Holders Change
Holders Change %
0%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
69
Reduced
83
Closed
25
Calls
$4.28M
Puts
$28.3M
Net Calls
-$24M
Net Calls Change
+$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
201
Benjamin F. Edwards & Company
Missouri
$10K
CT
202
Clearstead Trust
Maine
$10K
TWM
203
Tradition Wealth Management
Minnesota
$10K +$11.9K +971 New
CA
204
CoreCap Advisors
Michigan
$10K +$12.3K +1,000 New
TF
205
Tompkins Financial
New York
$10K +$12.3K +1,000 New
APA
206
American Portfolios Advisors
New York
$9.96K +$196 +16 +2%
UB
207
UMB Bank
Missouri
$8K
PCG
208
Private Capital Group
Connecticut
$7K
QCG
209
Quadrant Capital Group
Ohio
$7K +$515 +42 +7%
Barrow, Hanley, Mewhinney & Strauss
210
Barrow, Hanley, Mewhinney & Strauss
Texas
$6K -$1.25K -102 -15%
BIA
211
Bell Investment Advisors
California
$6K +$7.03K +573 New
LC
212
Lindbrook Capital
California
$5K -$2.55K -208 -31%
OIA
213
Optimum Investment Advisors
Illinois
$5K
BWM
214
Baystate Wealth Management
Massachusetts
$5K +$159 +13 +3%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$5K +$822 +67 +16%
MCM
216
Manchester Capital Management
Vermont
$4K +$1.59K +130 +43%
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$3K
WBC
218
West Branch Capital
Massachusetts
$3K
EWA
219
EverSource Wealth Advisors
Alabama
$2K -$7.52K -613 -74%
SIS
220
Sound Income Strategies
Florida
$2K
CA
221
Crewe Advisors
Utah
$2K +$2.37K +193 New
BCWM
222
Bartlett & Co Wealth Management
Ohio
$1.35K
EC
223
Elequin Capital
New York
$1K -$687 -56 -44%
BC
224
Bartlett & Co
Ohio
$1K
FHA
225
First Horizon Advisors
Tennessee
$1K