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, 43 increasing their positions, 44 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
8% more funds holding
Funds holding: 115 → 124 (+9)
2% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 44
3% less capital invested
Capital invested by funds: $386M → $373M (-$12.5M)
6.6% less ownership
Funds ownership: 68.47% → 61.87% (-6.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$10.8M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$6.76M |
| 3 |
Goldman Sachs
New York
|
+$4.86M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$3.84M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$47.6M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
-$5.55M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.62M |
| 4 |
Morgan Stanley
New York
|
-$4.05M |
| 5 |
ECM
EII Capital Management
New York
|
-$3.29M |
ARI Hedge Fund Activity: Q4 2013 in Review
124 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2013, worth a combined $373M — down 3.2% from $386M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ARI positions and 9 closed out — a net gain of 11 holders — while 43 added to existing stakes and 44 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $10.8M. The largest seller was OppenheimerFunds, cutting an estimated $47.6M.
- 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, down 3.2% 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 OppenheimerFunds, an estimated $47.6M sold.
Based on aggregated 13F filings for Q4 2013.