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ARI

Apollo Commercial Real Estate

239 hedge funds and large institutions have $772M invested in Apollo Commercial Real Estate in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 83 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $700M → $772M (+$71.3M)

1.41% more ownership

Funds ownership: 54.99%56.4% (+1.4%)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

7% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.01M

0% less funds holding

Funds holding: 240239 (-1)

7% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 83

Holders
239
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
77
Reduced
83
Closed
34
Calls
$1.08M
Puts
$1.01M
Net Calls
+$74K
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
201
Brooklyn Investment Group
New York
$6.63K +$6.88K +765 New
FFWM
202
Future Financial Wealth Management
Ohio
$6.5K -$36.3K -4,033 -84%
HWA
203
Heritage Wealth Advisors
Virginia
$6.06K
ANBT
204
American National Bank & Trust
Texas
$5.63K +$5.84K +650 New
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.2K
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$5.08K +$5.27K +586 New
NWWA
207
New Wave Wealth Advisors
Arkansas
$4.56K +$4.74K +527 New
Optiver Holding
208
Optiver Holding
Netherlands
$4.5K +$1.55K +173 +50%
OIA
209
Optimum Investment Advisors
Illinois
$4.33K
SC
210
Swan Capital
Florida
$3.69K +$3.83K +426 New
AF
211
Allworth Financial
California
$3.58K +$1.41K +157 +64%
T
212
Transce3nd
Texas
$3.48K +$3.61K +402 New
TWC
213
TD Waterhouse Canada
Ontario, Canada
$3.46K
BF
214
BOK Financial
Oklahoma
$3.38K
QCG
215
Quadrant Capital Group
Ohio
$2.87K -$13.9K -1,541 -82%
Mitsubishi UFJ Asset Management
216
Mitsubishi UFJ Asset Management
Japan
$2.67K
LC
217
Lindbrook Capital
California
$2.4K -$144 -16 -5%
FFA
218
Farther Finance Advisors
California
$2.36K -$270 -30 -10%
WBC
219
West Branch Capital
Massachusetts
$2.29K
BIA
220
Bell Investment Advisors
California
$2.24K -$6.37K -709 -73%
GWM
221
Geneos Wealth Management
Colorado
$1.73K
SIS
222
Sound Income Strategies
Florida
$1.73K
RIL
223
Rothschild Investment LLC
Illinois
$1.3K +$135 +15 +11%
Bessemer Group
224
Bessemer Group
New Jersey
$1K -$2.23K -248 -74%
C
225
Covestor
United Kingdom
$1K +$99 +11 +20%