ARI

Apollo Commercial Real Estate
ARI

Overview Fund Activity

231 hedge funds and large institutions have $936M invested in Apollo Commercial Real Estate in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 16 closing their positions.

Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
76
Reduced
79
Closed
16
Calls
$5.12M
Puts
$14.4M
Net Calls
-$9.32M
Net Calls Change
+$542K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
BlackRock
2
BlackRock
New York
$271M
3
Invesco
3
Invesco
Georgia
$20.1M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$34.8M
5
Barclays
5
Barclays
United Kingdom
$3.41M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$25.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M
3
GCP
3
GSA Capital Partners
United Kingdom
$302K
4
Norges Bank
4
Norges Bank
Norway
$12M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
201
Russell Investments Group
United Kingdom
$7.76K 661 +615 +1,337%
BWM
202
Baystate Wealth Management
Massachusetts
$7.54K 641 +20 +3%
SSG
203
Summit Securities Group
New York
$7K 600 +600 New
BF
204
BOK Financial
Oklahoma
$6.79K 578 – –
OIA
205
Optimum Investment Advisors
Illinois
$5.87K 500 – –
Barrow, Hanley, Mewhinney & Strauss
206
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.71K 486 – –
Mitsubishi UFJ Asset Management
207
Mitsubishi UFJ Asset Management
Japan
$3.4K 298 – –
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$3.25K 277 -36 -12%
WBC
209
West Branch Capital
Massachusetts
$3.11K 265 – –
NS
210
NBC Securities
Alabama
$3K 319 +10 +3%
Bessemer Group
211
Bessemer Group
New Jersey
$3K 248 +248 New
GWM
212
Geneos Wealth Management
Colorado
$2.35K 200 – –
SIS
213
Sound Income Strategies
Florida
$2.35K 200 – –
NC
214
NewSquare Capital
Pennsylvania
$1.76K 150 +150 New
AF
215
Allworth Financial
California
$1.72K 146 +48 +49%
FFA
216
Farther Finance Advisors
California
$1.44K 123 +65 +112%
SA
217
Scarborough Advisors
Maryland
$1.31K 112 +112 New
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.14K 97 – –
CAL
219
Capital Advisors Ltd
Ohio
$1K 125 – –
FHA
220
First Horizon Advisors
Tennessee
$974 83 – –
CAM
221
ClariVest Asset Management
California
$822 70 – –
PFBT
222
Parkside Financial Bank & Trust
Missouri
$611 52 -117 -69%
MHR
223
Matthew Hamilton Rosenberg
$587 50 – –
GWS
224
Glassman Wealth Services
Virginia
$223 19 – –
AAP
225
Arax Advisory Partners
Colorado
$200 17 -50 -75%
7 8
9
10 11