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ARI

Apollo Commercial Real Estate

204 hedge funds and large institutions have $1.35B invested in Apollo Commercial Real Estate in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 42

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

3% more funds holding

Funds holding: 199204 (+5)

0.76% more ownership

Funds ownership: 70.11%70.87% (+0.76%)

0% more capital invested

Capital invested by funds: $1.35B → $1.35B (+$6.17M)

36% less call options, than puts

Call options by funds: $863K | Put options by funds: $1.35M

Holders
204
Holders Change
+5
Holders Change %
+2.51%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
99
Reduced
42
Closed
14
Calls
$863K
Puts
$1.35M
Net Calls
-$488K
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$271M +$9.7M +535,790 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$171M +$40.7M +2,248,154 +31%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$82.4M +$412K +22,739 +0.5%
SOMRS
4
State of Michigan Retirement System
Michigan
$54M
State Street
5
State Street
Massachusetts
$48.4M +$4.72M +260,969 +11%
AMH
6
Apollo Management Holdings
New York
$40.5M -$26K -1,436 -0.1%
LSV Asset Management
7
LSV Asset Management
Illinois
$34.4M -$163K -8,993 -0.5%
Wells Fargo
8
Wells Fargo
California
$32.4M +$5.45M +301,052 +20%
Bank of America
9
Bank of America
North Carolina
$27.3M +$4.71M +260,377 +21%
UBS Group
10
UBS Group
Switzerland
$24.1M -$10.7M -592,461 -31%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$22.9M +$193K +10,672 +0.8%
Invesco
12
Invesco
Georgia
$22.7M +$2.28M +125,782 +11%
Northern Trust
13
Northern Trust
Illinois
$22.7M +$2.26M +124,616 +11%
Barclays
14
Barclays
United Kingdom
$21.8M +$15.5M +853,594 +243%
Norges Bank
15
Norges Bank
Norway
$21.2M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$20.6M -$634K -35,054 -3%
GXMC
17
Global X Management Company
New York
$19.8M +$979K +54,097 +5%
NSLI
18
Nan Shan Life Insurance
Taiwan
$19.8M -$36.9M -2,040,334 -65%
Allianz Asset Management
19
Allianz Asset Management
Germany
$17.7M +$814K +44,949 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$17.7M +$4.23M +233,529 +32%
Principal Financial Group
21
Principal Financial Group
Iowa
$15.2M +$103K +5,710 +0.7%
Morgan Stanley
22
Morgan Stanley
New York
$14.5M +$589K +32,514 +4%
N
23
Nuveen
North Carolina
$12.5M -$11.2M -618,583 -47%
APG Asset Management
24
APG Asset Management
Netherlands
$12.3M +$12.3M +680,400 New
First Trust Advisors
25
First Trust Advisors
Illinois
$11.6M +$560K +30,931 +5%

ARI Hedge Fund Activity: Q3 2017 in Review

204 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2017, worth a combined $1.35B — up 0.46% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARI positions and 14 closed out — a net gain of 9 holders — while 99 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $40.7M. The largest seller was Nan Shan Life Insurance, cutting an estimated $36.9M.

  • 204 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2017, up from 199 in Q2 2017.
  • Funds reported $1.35B of Apollo Commercial Real Estate stock for Q3 2017, up 0.46% quarter-over-quarter.
  • 23 funds opened new Apollo Commercial Real Estate positions in Q3 2017 and 14 closed out, a net change of +9 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2017 was Vanguard Group, an estimated $40.7M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2017 was Nan Shan Life Insurance, an estimated $36.9M sold.

Based on aggregated 13F filings for Q3 2017.