We are live on ! Find out more
ARI

Apollo Commercial Real Estate
ARI

115 hedge funds and large institutions have $340M invested in Apollo Commercial Real Estate in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.37% less ownership

Funds ownership: 60.8% → 60.43% (-0.37%)

5% less capital invested

Capital invested by funds: $356M → $340M (-$16.1M)

4% less funds holding

Funds holding: 120 → 115 (-5)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $11K

Holders
115
Holders Change
-5
Holders Change %
-4.17%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
46
Reduced
39
Closed
12
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
+$8K

Top Buyers

1
EC
EJF Capital
Virginia
+$12.6M
2
Morgan Stanley
Morgan Stanley
New York
+$4.26M
3
MCM
Moore Capital Management
New York
+$3.35M
4
BFA
BlackRock Fund Advisors
California
+$2.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$1.78M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$6.78M
2
CA
Commerzbank Aktiengesellschaft
Germany
-$3.9M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.41M
4
GC
Guggenheim Capital
Illinois
-$2.35M
5
YMRC
Yorktown Management & Research Company
Virginia
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
O
1
OppenheimerFunds
New York
$45.3M +$1.38M +88,518 +3%
Goldman Sachs
2
Goldman Sachs
New York
$44M +$629K +40,370 +1%
BFA
3
BlackRock Fund Advisors
California
$27.2M +$2.5M +160,142 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15M +$514K +32,975 +3%
BIT
5
BlackRock Institutional Trust
California
$13.2M +$1.14M +72,808 +9%
State Street
6
State Street
Massachusetts
$12.5M +$487K +31,259 +4%
EC
7
EJF Capital
Virginia
$12.3M +$12.6M +806,008 New
Renaissance Technologies
8
Renaissance Technologies
New York
$10.9M -$3.41M -218,400 -23%
American Century Companies
9
American Century Companies
Missouri
$8.13M -$1.28M -81,815 -13%
Northern Trust
10
Northern Trust
Illinois
$8.1M +$800K +51,287 +11%
WFI
11
West Family Investments
California
$7.86M +$1.19M +76,600 +17%
Morgan Stanley
12
Morgan Stanley
New York
$7.83M +$4.26M +273,236 +114%
CS
13
Credit Suisse
Switzerland
$6.96M +$860K +55,134 +14%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$6.48M +$133K +8,550 +2%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$5.68M +$1.78M +114,000 +44%
Bank of America
16
Bank of America
North Carolina
$5.55M -$435K -27,910 -7%
Citadel Advisors
17
Citadel Advisors
Florida
$5.44M -$1.58M -101,038 -22%
ECM
18
EII Capital Management
New York
$5.44M -$2.05M -131,700 -27%
RCAMU
19
Rothschild & Co Asset Management US
Connecticut
$5.33M -$581K -37,283 -10%
U
20
UBS
Switzerland
$5.12M +$1.38M +88,383 +36%
Lazard Asset Management
21
Lazard Asset Management
New York
$5.07M -$792K -50,800 -13%
WCM
22
Wesley Capital Management
New York
$4.47M +$669K +42,925 +17%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.04M +$1.12M +71,965 +37%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.72M +$528K +33,881 +16%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$3.53M +$1.45M +92,865 +67%
1
2 3 4 5

ARI Hedge Fund Activity: Q3 2013 in Review

115 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2013, worth a combined $340M — down 4.5% from $356M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ARI and 8 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was EJF Capital, opening a new position worth an estimated $12.6M. The largest seller was Toronto Dominion Bank, exiting entirely with an estimated $6.78M sold.

  • 115 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2013, down from 120 in Q2 2013.
  • Funds reported $340M of Apollo Commercial Real Estate stock for Q3 2013, down 4.5% quarter-over-quarter.
  • 8 funds opened new Apollo Commercial Real Estate positions in Q3 2013 and 12 closed out, a net change of -4 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2013 was EJF Capital, an estimated $12.6M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2013 was Toronto Dominion Bank, an estimated $6.78M sold.

Based on aggregated 13F filings for Q3 2013.