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ARI

Apollo Commercial Real Estate
ARI

231 hedge funds and large institutions have $755M invested in Apollo Commercial Real Estate in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 79

0.09% more ownership

Funds ownership: 54.04% → 54.14% (+0.09%)

3% less funds holding

Funds holding: 239 → 231 (-8)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

12% less capital invested

Capital invested by funds: $855M → $755M (-$100M)

32% less call options, than puts

Call options by funds: $3.13M | Put options by funds: $4.63M

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
82
Reduced
79
Closed
27
Calls
$3.13M
Puts
$4.63M
Net Calls
-$1.49M
Net Calls Change
+$2.18M

Top Buyers

Rank Fund Capital Flow
1
LCG
Luxor Capital Group
New York
+$7.73M
2
VanEck Associates
VanEck Associates
New York
+$2.59M
3
UBS AM
UBS AM
Illinois
+$2.36M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.77M
5
Goldman Sachs
Goldman Sachs
New York
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.35M
2
GLA
Great Lakes Advisors
Illinois
-$4.33M
3
BlackRock
BlackRock
New York
-$3.81M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.81M
5
Ameriprise
Ameriprise
Minnesota
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
201
TD Waterhouse Canada
Ontario, Canada
$3.86K – – –
Russell Investments Group
202
Russell Investments Group
United Kingdom
$3.63K -$1.85K -179 -33%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$3.26K +$846 +82 +33%
FFA
204
Farther Finance Advisors
California
$3.07K +$1.75K +170 +115%
NS
205
NBC Securities
Alabama
$3K +$113 +11 +3%
GWSG
206
GPS Wealth Strategies Group
Colorado
$2.94K – – –
CFM
207
Catalyst Funds Management
Australia
$2.94K +$1.03K +100 +50%
Mitsubishi UFJ Asset Management
208
Mitsubishi UFJ Asset Management
Japan
$2.92K – – –
WBC
209
West Branch Capital
Massachusetts
$2.6K – – –
Bessemer Group
210
Bessemer Group
New Jersey
$2K – – –
GWM
211
Geneos Wealth Management
Colorado
$1.96K – – –
SIS
212
Sound Income Strategies
Florida
$1.96K – – –
UB
213
UMB Bank
Missouri
$1.52K +$773 +75 +94%
SA
214
Scarborough Advisors
Maryland
$1.17K +$41 +4 +3%
CAL
215
Capital Advisors Ltd
Ohio
$1K – – –
C
216
Covestor
United Kingdom
$1K +$217 +21 +55%
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$950 – – –
FHA
218
First Horizon Advisors
Tennessee
$813 – – –
AF
219
Allworth Financial
California
$808 -$742 -72 -49%
AAP
220
Arax Advisory Partners
Colorado
$803 +$846 +82 New
CAM
221
ClariVest Asset Management
California
$685 – – –
PFBT
222
Parkside Financial Bank & Trust
Missouri
$510 – – –
RIL
223
Rothschild Investment LLC
Illinois
$490 +$309 +30 +150%
IC
224
Innealta Capital
Texas
$480 +$505 +49 New
OP
225
ORG Partners
Indiana
$462 +$485 +47 New
7 8
9
10 11

ARI Hedge Fund Activity: Q2 2024 in Review

231 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q2 2024, worth a combined $755M — down 12% from $855M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ARI and 24 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 82 added.

The largest buyer was Luxor Capital Group, opening a new position worth an estimated $7.73M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.35M sold.

  • 231 institutional investors held Apollo Commercial Real Estate (ARI) as of Q2 2024, down from 239 in Q1 2024.
  • Funds reported $755M of Apollo Commercial Real Estate stock for Q2 2024, down 12% quarter-over-quarter.
  • 24 funds opened new Apollo Commercial Real Estate positions in Q2 2024 and 27 closed out, a net change of -3 holders.
  • The largest Apollo Commercial Real Estate buyer in Q2 2024 was Luxor Capital Group, an estimated $7.73M added.
  • The largest Apollo Commercial Real Estate seller in Q2 2024 was Mirae Asset Global Investments, an estimated $7.35M sold.

Based on aggregated 13F filings for Q2 2024.