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ARI

Apollo Commercial Real Estate

129 hedge funds and large institutions have $413M invested in Apollo Commercial Real Estate in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $373M → $413M (+$40M)

5.07% more ownership

Funds ownership: 61.87%66.94% (+5.1%)

4% more funds holding

Funds holding: 124129 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
52
Reduced
31
Closed
17
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
+$277K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$56.8M +$3.98M +239,193 +8%
O
2
OppenheimerFunds
New York
$51.1M +$1.31M +78,732 +3%
BFA
3
BlackRock Fund Advisors
California
$29.6M +$1.83M +109,817 +7%
BIT
4
BlackRock Institutional Trust
California
$20.1M +$2.78M +166,839 +16%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.5M +$1.15M +69,118 +7%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$16.8M +$1.93M +116,257 +13%
State Street
7
State Street
Massachusetts
$14.3M +$405K +24,309 +3%
OCG
8
Opus Capital Group
Ohio
$12.7M +$5.79M +347,998 +84%
JP Morgan Chase
9
JP Morgan Chase
New York
$11.4M +$7.75M +465,631 +209%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$11.1M +$2.71M +163,100 +32%
Renaissance Technologies
11
Renaissance Technologies
New York
$9.8M +$68.2K +4,096 +0.7%
American Century Companies
12
American Century Companies
Missouri
$9.61M +$771K +46,329 +9%
Northern Trust
13
Northern Trust
Illinois
$8.48M -$483K -29,012 -5%
GXMC
14
Global X Management Company
New York
$8.24M +$8.25M +495,514 New
U
15
UBS
Switzerland
$7.38M +$1.08M +65,115 +17%
WFI
16
West Family Investments
California
$7.12M -$1.99M -119,836 -22%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$5.35M -$1.72M -103,375 -24%
N
18
Nuveen
North Carolina
$4.75M +$2.45M +147,243 +106%
RCAMU
19
Rothschild & Co Asset Management US
Connecticut
$4.69M -$465K -27,949 -9%
Two Sigma Investments
20
Two Sigma Investments
New York
$4.19M +$1.76M +105,566 +72%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.99M -$312K -18,748 -7%
AAMU
22
AEGON Asset Management (UK)
United Kingdom
$3.65M +$3.66M +219,664 New
MCM
23
Moore Capital Management
New York
$3.58M
TFMS
24
Trust & Fiduciary Management Services
Massachusetts
$3.52M +$406K +24,409 +13%
Barclays
25
Barclays
United Kingdom
$3.24M +$3.09M +185,724 +1,101%

ARI Hedge Fund Activity: Q1 2014 in Review

129 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2014, worth a combined $413M — up 11% from $373M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARI positions and 17 closed out — a net gain of 6 holders — while 52 added to existing stakes and 31 trimmed.

The largest buyer was Global X Management Company, opening a new position worth an estimated $8.25M. The largest seller was EJF Capital, exiting entirely with an estimated $7.54M sold.

  • 129 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2014, up from 124 in Q4 2013.
  • Funds reported $413M of Apollo Commercial Real Estate stock for Q1 2014, up 11% quarter-over-quarter.
  • 23 funds opened new Apollo Commercial Real Estate positions in Q1 2014 and 17 closed out, a net change of +6 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2014 was Global X Management Company, an estimated $8.25M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2014 was EJF Capital, an estimated $7.54M sold.

Based on aggregated 13F filings for Q1 2014.