ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

238 hedge funds and large institutions have $874M invested in Apollo Commercial Real Estate in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-8
Holders Change %
-3.25%
% of All Funds
3.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
85
Reduced
80
Closed
29
Calls
$3.57M
Puts
$21.1M
Net Calls
-$17.5M
Net Calls Change
+$28.8M

Top Buyers

1
Invesco
Invesco
Georgia
$11.4M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$8.41M
3
MFG
Merit Financial Group
Georgia
$3.45M
4
Morgan Stanley
Morgan Stanley
New York
$25.4M
5
VanEck Associates
VanEck Associates
New York
$7.98M

Top Sellers

1
Millennium Management
Millennium Management
New York
$643K
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$29M
3
BlackRock
BlackRock
New York
$259M
4
Vanguard Group
Vanguard Group
Pennsylvania
$177M
5
Goldman Sachs
Goldman Sachs
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
201
Raleigh Capital Management
North Carolina
$9.62K -$3.09K -273 -24%
CAS
202
Coppell Advisory Solutions
Texas
$9.03K +$9.03K +800 New
TWM
203
Tradition Wealth Management
Minnesota
$9K – – –
BIA
204
Bell Investment Advisors
California
$8.83K +$2.4K +212 +37%
CT
205
Clearstead Trust
Maine
$8.58K – – –
BWA
206
BDO Wealth Advisors
Florida
$7.74K -$37.4K -3,300 -83%
BWM
207
Baystate Wealth Management
Massachusetts
$6.83K +$249 +22 +4%
VF
208
VitalStone Financial
Texas
$6K – – –
OIA
209
Optimum Investment Advisors
Illinois
$5.66K – – –
Barrow, Hanley, Mewhinney & Strauss
210
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.5K – – –
CG
211
Cutler Group
California
$5K -$2K -200 -29%
LC
212
Lindbrook Capital
California
$4.88K +$1.76K +155 +56%
BF
213
BOK Financial
Oklahoma
$4.47K – – –
SIC
214
SJS Investment Consulting
Ohio
$4.39K +$4.39K +388 New
MCM
215
Manchester Capital Management
Vermont
$3.4K -$838 -74 -20%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$3.14K +$294 +26 +10%
WBC
217
West Branch Capital
Massachusetts
$3K – – –
Citadel Advisors
218
Citadel Advisors
Florida
$2.9K -$2.59M -228,593 -100%
SIS
219
Sound Income Strategies
Florida
$2.26K – – –
GWM
220
Geneos Wealth Management
Colorado
$2.26K – – –
CAM
221
ClariVest Asset Management
California
$2K +$718 +70 +56%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$1.93K – – –
HNB
223
Huntington National Bank
Ohio
$1.56K +$136 +12 +10%
2L
224
25 LLC
Missouri
$1.21K +$572 +49 +89%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$1.1K – – –
7 8
9
10 11