ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

248 hedge funds and large institutions have $6.74B invested in Apollo Commercial Real Estate in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
87
Reduced
65
Closed
20
Calls
$4.76M
Puts
$43M
Net Calls
-$38.2M
Net Calls Change
-$20M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$5.91B
2
Millennium Management
Millennium Management
New York
$9.78M
3
BlackRock
BlackRock
New York
$253M
4
Vanguard Group
Vanguard Group
Pennsylvania
$168M
5
State Street
State Street
Massachusetts
$59.7M

Top Sellers

1
Invesco
Invesco
Georgia
$5.21M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
First Trust Advisors
First Trust Advisors
Illinois
$437K
4
Goldman Sachs
Goldman Sachs
New York
$12.1M
5
Citadel Advisors
Citadel Advisors
Florida
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
201
Allianz Asset Management
Germany
$13.5K +$882 +82 +7%
BAM
202
Byrne Asset Management
New Jersey
$11.8K – – –
IA
203
IFP Advisors
Florida
$11K -$41K -731 -79%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$11K – – –
TF
205
Tompkins Financial
New York
$11K – – –
BWP
206
Baldwin Wealth Partners
Massachusetts
$10.8K – – –
HS
207
Horan Securities
United States
$10.8K – – –
CA
208
CoreCap Advisors
Michigan
$10.8K +$10.8K +1,000 New
CT
209
Clearstead Trust
Maine
$10K – – –
TWM
210
Tradition Wealth Management
Minnesota
$10K – – –
CFGS
211
Concourse Financial Group Securities
Alabama
$10K +$10K +900 New
CAS
212
Coppell Advisory Solutions
Texas
$8.05K +$8.05K +748 New
CASC
213
Coppell Advisory Solutions Corp
Texas
$8.05K +$8.05K +748 New
CTC
214
Central Trust Company
Missouri
$7.79K +$7.79K +724 New
VF
215
VitalStone Financial
Texas
$7K +$7K +660 New
BIA
216
Bell Investment Advisors
California
$6.69K +$624 +58 +10%
BWM
217
Baystate Wealth Management
Massachusetts
$6K +$234 +22 +4%
OIA
218
Optimum Investment Advisors
Illinois
$5.38K – – –
Barrow, Hanley, Mewhinney & Strauss
219
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.23K – – –
QCG
220
Quadrant Capital Group
Ohio
$4.38K -$6.66K -619 -60%
MCM
221
Manchester Capital Management
Vermont
$4.32K – – –
First Manhattan
222
First Manhattan
New York
$3.39K +$3.39K +315 New
MSCM
223
McElhenny Sheffield Capital Management
Texas
$3.23K +$3.23K +300 New
LC
224
Lindbrook Capital
California
$2.97K -$1.8K -167 -38%
EWA
225
EverSource Wealth Advisors
Alabama
$2.94K -$3.86K -359 -57%
7 8
9
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