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ARI

Apollo Commercial Real Estate

243 hedge funds and large institutions have $1.88B invested in Apollo Commercial Real Estate in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 43 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 43

12% more capital invested

Capital invested by funds: $1.68B → $1.88B (+$202M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2.21% less ownership

Funds ownership: 68.74%66.53% (-2.2%)

2% less funds holding

Funds holding: 249243 (-6)

Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
116
Reduced
43
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$439M +$67.2M +3,610,585 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$305M +$34.9M +1,876,586 +13%
SOMRS
3
State of Michigan Retirement System
Michigan
$109M
State Street
4
State Street
Massachusetts
$91.3M +$13.5M +727,759 +18%
Wells Fargo
5
Wells Fargo
California
$49.3M +$6.53M +350,923 +15%
UBS Group
6
UBS Group
Switzerland
$41.7M +$6.27M +336,663 +17%
Invesco
7
Invesco
Georgia
$41.4M +$1.81M +97,480 +5%
AMH
8
Apollo Management Holdings
New York
$41.1M
Bessemer Group
9
Bessemer Group
New Jersey
$38.4M -$26.4M -1,415,781 -40%
NSLI
10
Nan Shan Life Insurance
Taiwan
$35.2M -$9.02M -484,886 -20%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$34.6M +$5.51M +295,823 +19%
Northern Trust
12
Northern Trust
Illinois
$33.6M +$5.67M +304,397 +20%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$32.1M +$8.1M +435,230 +33%
Norges Bank
14
Norges Bank
Norway
$31.1M +$2.61M +140,000 +9%
Morgan Stanley
15
Morgan Stanley
New York
$30.1M +$10.9M +586,164 +56%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$29.1M +$4.59M +246,727 +18%
LSV Asset Management
17
LSV Asset Management
Illinois
$27.3M -$5.99M -321,730 -18%
Bank of America
18
Bank of America
North Carolina
$23.7M +$1.49M +80,282 +7%
Principal Financial Group
19
Principal Financial Group
Iowa
$22.8M +$3.29M +176,723 +17%
Citadel Advisors
20
Citadel Advisors
Florida
$17.5M +$15.6M +837,027 +717%
Deutsche Bank
21
Deutsche Bank
Germany
$16.9M -$5.48M -294,383 -24%
Charles Schwab
22
Charles Schwab
California
$16.6M +$3.64M +195,357 +28%
N
23
Nuveen
North Carolina
$16.5M +$16.7M +896,406 New
FP
24
Foundry Partners
Minnesota
$16.2M +$1.62M +86,885 +11%
Ameriprise
25
Ameriprise
Minnesota
$14.3M +$2.32M +124,839 +19%