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ARI

Apollo Commercial Real Estate

228 hedge funds and large institutions have $771M invested in Apollo Commercial Real Estate in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 54.61%53.71% (-0.9%)

5% less funds holding

Funds holding: 240228 (-12)

12% less capital invested

Capital invested by funds: $875M → $771M (-$104M)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

72% less call options, than puts

Call options by funds: $3.91M | Put options by funds: $13.8M

Holders
228
Holders Change
-12
Holders Change %
-5%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
76
Reduced
88
Closed
27
Calls
$3.91M
Puts
$13.8M
Net Calls
-$9.86M
Net Calls Change
+$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
201
Baystate Wealth Management
Massachusetts
$6.29K +$196 +18 +3%
BF
202
BOK Financial
Oklahoma
$5.76K +$1.99K +183 +46%
OIA
203
Optimum Investment Advisors
Illinois
$5.07K
LC
204
Lindbrook Capital
California
$4.93K +$610 +56 +13%
Barrow, Hanley, Mewhinney & Strauss
205
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.92K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$3.17K +$392 +36 +13%
MCM
207
Manchester Capital Management
Vermont
$3.04K
Mitsubishi UFJ Asset Management
208
Mitsubishi UFJ Asset Management
Japan
$3.02K +$3.24K +298 New
NS
209
NBC Securities
Alabama
$3K +$3.36K +309 New
WBC
210
West Branch Capital
Massachusetts
$2.69K
GWM
211
Geneos Wealth Management
Colorado
$2.03K
SIS
212
Sound Income Strategies
Florida
$2.03K
PFBT
213
Parkside Financial Bank & Trust
Missouri
$1.71K -$11 -1 -0.6%
CAM
214
ClariVest Asset Management
California
$1K -$1.36K -125 -64%
CAL
215
Capital Advisors Ltd
Ohio
$1K
AF
216
Allworth Financial
California
$993 +$316 +29 +42%
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$983
UB
218
UMB Bank
Missouri
$912
FHA
219
First Horizon Advisors
Tennessee
$841
AAP
220
Arax Advisory Partners
Colorado
$679
TWP
221
TFO Wealth Partners
Ohio
$611 +$588 +54 New
FFA
222
Farther Finance Advisors
California
$588
MHR
223
Matthew Hamilton Rosenberg
$507
Russell Investments Group
224
Russell Investments Group
United Kingdom
$466
ECM
225
Everence Capital Management
Indiana
$208

ARI Hedge Fund Activity: Q3 2023 in Review

228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2023, worth a combined $771M — down 12% from $875M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ARI and 17 opened new positions — a net loss of 10 holders — while 88 trimmed existing stakes and 76 added.

The largest buyer was Citadel Advisors, adding an estimated $4.09M. The largest seller was Goldman Sachs, cutting an estimated $6.49M.

  • 228 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2023, down from 240 in Q2 2023.
  • Funds reported $771M of Apollo Commercial Real Estate stock for Q3 2023, down 12% quarter-over-quarter.
  • 17 funds opened new Apollo Commercial Real Estate positions in Q3 2023 and 27 closed out, a net change of -10 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2023 was Citadel Advisors, an estimated $4.09M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2023 was Goldman Sachs, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2023.