Apollo Commercial Real Estate
ARI
144 hedge funds and large institutions have $519M invested in Apollo Commercial Real Estate in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 29 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
145% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 29
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
26% more capital invested
Capital invested by funds: $413M → $519M (+$106M)
12% more funds holding
Funds holding: 129 → 144 (+15)
2.02% more ownership
Funds ownership: 66.94% → 68.97% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$21.3M |
| 2 |
Millennium Management
New York
|
+$15.5M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$14.4M |
| 4 |
Two Sigma Advisers
New York
|
+$8.06M |
| 5 |
WCM
Wesley Capital Management
New York
|
+$6.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$16.6M |
| 2 |
MCM
Moore Capital Management
New York
|
-$2.86M |
| 3 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
-$1.79M |
| 4 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$1.13M |
| 5 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$845K |
ARI Hedge Fund Activity: Q2 2014 in Review
144 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q2 2014, worth a combined $519M — up 26% from $413M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ARI positions and 8 closed out — a net gain of 15 holders — while 71 added to existing stakes and 29 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $21.3M. The largest seller was Schroder Investment Management Group, cutting an estimated $16.6M.
- 144 institutional investors held Apollo Commercial Real Estate (ARI) as of Q2 2014, up from 129 in Q1 2014.
- Funds reported $519M of Apollo Commercial Real Estate stock for Q2 2014, up 26% quarter-over-quarter.
- 23 funds opened new Apollo Commercial Real Estate positions in Q2 2014 and 8 closed out, a net change of +15 holders.
- The largest Apollo Commercial Real Estate buyer in Q2 2014 was JP Morgan Chase, an estimated $21.3M added.
- The largest Apollo Commercial Real Estate seller in Q2 2014 was Schroder Investment Management Group, an estimated $16.6M sold.
Based on aggregated 13F filings for Q2 2014.