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ARI

Apollo Commercial Real Estate
ARI

124 hedge funds and large institutions have $373M invested in Apollo Commercial Real Estate in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $340M → $373M (+$32.8M)

8% more funds holding

Funds holding: 115 → 124 (+9)

1.44% more ownership

Funds ownership: 60.43% → 61.87% (+1.4%)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
44
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$10.8M
2
OCG
Opus Capital Group
Ohio
+$6.76M
3
Goldman Sachs
Goldman Sachs
New York
+$4.86M
4
DCM
Driehaus Capital Management
Illinois
+$3.84M
5
BIT
BlackRock Institutional Trust
California
+$2.89M

Top Sellers

1
EC
EJF Capital
Virginia
-$5.55M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.62M
3
Morgan Stanley
Morgan Stanley
New York
-$4.05M
4
ECM
EII Capital Management
New York
-$3.29M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$51.7M +$4.86M +299,620 +10%
O
2
OppenheimerFunds
New York
$48.7M +$475K +29,314 +1%
BFA
3
BlackRock Fund Advisors
California
$27.2M -$1.74M -107,331 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17M +$1.03M +63,406 +6%
BIT
5
BlackRock Institutional Trust
California
$16.9M +$2.89M +178,036 +21%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$14.5M +$10.8M +663,800 +287%
State Street
7
State Street
Massachusetts
$13.6M +$244K +15,031 +2%
Renaissance Technologies
8
Renaissance Technologies
New York
$9.51M -$2.08M -128,396 -18%
WFI
9
West Family Investments
California
$8.9M +$540K +33,314 +6%
Northern Trust
10
Northern Trust
Illinois
$8.76M +$135K +8,353 +2%
American Century Companies
11
American Century Companies
Missouri
$8.63M -$24.2K -1,490 -0.3%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$8.21M +$2.16M +133,400 +36%
EC
13
EJF Capital
Virginia
$7.54M -$5.55M -342,221 -42%
CS
14
Credit Suisse
Switzerland
$7.25M -$160K -9,893 -2%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$6.91M +$17K +1,050 +0.2%
OCG
16
Opus Capital Group
Ohio
$6.77M +$6.76M +416,700 New
U
17
UBS
Switzerland
$6.16M +$706K +43,533 +13%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$5.04M -$633K -39,058 -11%
WCM
19
Wesley Capital Management
New York
$4.88M +$115K +7,075 +2%
Morgan Stanley
20
Morgan Stanley
New York
$4.28M -$4.05M -249,986 -49%
Bank of America
21
Bank of America
North Carolina
$4.27M -$1.62M -100,216 -28%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$4.2M +$246K +15,169 +6%
DCM
23
Driehaus Capital Management
Illinois
$3.84M +$3.84M +236,548 New
JP Morgan Chase
24
JP Morgan Chase
New York
$3.62M -$676K -41,694 -16%
MCM
25
Moore Capital Management
New York
$3.49M – – –
1
2 3 4 5

ARI Hedge Fund Activity: Q4 2013 in Review

124 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2013, worth a combined $373M — up 9.6% from $340M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ARI positions and 9 closed out — a net gain of 11 holders — while 44 added to existing stakes and 43 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $10.8M. The largest seller was EJF Capital, cutting an estimated $5.55M.

  • 124 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2013, up from 115 in Q3 2013.
  • Funds reported $373M of Apollo Commercial Real Estate stock for Q4 2013, up 9.6% quarter-over-quarter.
  • 20 funds opened new Apollo Commercial Real Estate positions in Q4 2013 and 9 closed out, a net change of +11 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2013 was Schroder Investment Management Group, an estimated $10.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2013 was EJF Capital, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2013.