We are live on ! Find out more
ARI

Apollo Commercial Real Estate

248 hedge funds and large institutions have $747M invested in Apollo Commercial Real Estate in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 55.53%56.7% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 250248 (-2)

89% less capital invested

Capital invested by funds: $6.74B → $747M (-$6B)

93% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $49.8M

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
84
Reduced
78
Closed
30
Calls
$3.44M
Puts
$49.8M
Net Calls
-$46.3M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
201
Raleigh Capital Management
North Carolina
$10.5K +$12.4K +1,123 New
BAM
202
Byrne Asset Management
New Jersey
$10K
BWP
203
Baldwin Wealth Partners
Massachusetts
$9.31K
HS
204
Horan Securities
United States
$9.31K
TF
205
Tompkins Financial
New York
$9.31K
AIP
206
Ahrens Investment Partners
Louisiana
$9.31K +$11.1K +1,000 New
QL
207
Quarry LP
New York
$9.3K -$3.07K -277 -22%
BFEC
208
Benjamin F. Edwards & Company
Missouri
$9K
VF
209
VitalStone Financial
Texas
$9K
CFGS
210
Concourse Financial Group Securities
Alabama
$8.69K
CT
211
Clearstead Trust
Maine
$8.58K
TWM
212
Tradition Wealth Management
Minnesota
$8K -$1.66K -150 -15%
CG
213
Cutler Group
California
$6K +$7.75K +700 New
BWM
214
Baystate Wealth Management
Massachusetts
$5.41K +$188 +17 +3%
BIA
215
Bell Investment Advisors
California
$5.29K -$598 -54 -9%
OIA
216
Optimum Investment Advisors
Illinois
$4.66K
Barrow, Hanley, Mewhinney & Strauss
217
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.53K
BF
218
BOK Financial
Oklahoma
$3.68K +$4.37K +395 New
MCM
219
Manchester Capital Management
Vermont
$3.48K -$299 -27 -7%
AWM
220
Avior Wealth Management
Nebraska
$3.39K +$4.03K +364 New
QCG
221
Quadrant Capital Group
Ohio
$3.08K -$841 -76 -19%
LC
222
Lindbrook Capital
California
$2.57K
EWA
223
EverSource Wealth Advisors
Alabama
$2.54K
WBC
224
West Branch Capital
Massachusetts
$2.47K
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$2.34K -$34.3K -3,096 -93%

ARI Hedge Fund Activity: Q1 2023 in Review

248 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2023, worth a combined $747M — down 89% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARI positions and 30 closed out — a net gain of 2 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.97M. The largest seller was BlackRock, cutting an estimated $2.85M.

  • 248 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2023, down from 250 in Q4 2022.
  • Funds reported $747M of Apollo Commercial Real Estate stock for Q1 2023, down 89% quarter-over-quarter.
  • 32 funds opened new Apollo Commercial Real Estate positions in Q1 2023 and 30 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2023 was Vanguard Group, an estimated $3.97M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2023 was BlackRock, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2023.