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ARI

Apollo Commercial Real Estate
ARI

266 hedge funds and large institutions have $1.91B invested in Apollo Commercial Real Estate in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

37% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 70

9% more funds holding

Funds holding: 243 → 266 (+23)

0.61% more ownership

Funds ownership: 67.35% → 67.96% (+0.61%)

4% less capital invested

Capital invested by funds: $1.98B → $1.91B (-$73.8M)

97% less call options, than puts

Call options by funds: $403K | Put options by funds: $12.6M

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
266
Holders Change
+23
Holders Change %
+9.47%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
48
Increased
96
Reduced
70
Closed
19
Calls
$403K
Puts
$12.6M
Net Calls
-$12.2M
Net Calls Change
-$12.2M

Top Buyers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
+$20M
2
BlackRock
BlackRock
New York
+$14M
3
Invesco
Invesco
Georgia
+$8.42M
4
Goldman Sachs
Goldman Sachs
New York
+$7.13M
5
Morgan Stanley
Morgan Stanley
New York
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$29.2M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$19.9M
3
LSV Asset Management
LSV Asset Management
Illinois
-$7.39M
4
First Trust Advisors
First Trust Advisors
Illinois
-$7.32M
5
RA
Resource America
New York
-$5.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$474M +$14M +759,477 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M +$3.14M +170,304 +1%
SOMRS
3
State of Michigan Retirement System
Michigan
$99.9M – – –
State Street
4
State Street
Massachusetts
$93.8M +$4.11M +222,719 +5%
UBS Group
5
UBS Group
Switzerland
$57.4M +$3.02M +163,846 +6%
Invesco
6
Invesco
Georgia
$52M +$8.42M +456,019 +19%
Wells Fargo
7
Wells Fargo
California
$51.9M +$1.62M +87,748 +3%
AMH
8
Apollo Management Holdings
New York
$40.2M – – –
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$37.4M +$5.19M +281,416 +16%
Northern Trust
10
Northern Trust
Illinois
$36.3M -$718K -38,890 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$34.7M +$334K +18,091 +1%
Norges Bank
12
Norges Bank
Norway
$34.7M +$1.69M +91,787 +5%
Morgan Stanley
13
Morgan Stanley
New York
$34.7M +$5.72M +309,960 +20%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$34.5M +$1.87M +101,392 +6%
WG
15
Winton Group
United Kingdom
$27.5M +$20M +1,084,542 +260%
Principal Financial Group
16
Principal Financial Group
Iowa
$23.2M -$393K -21,269 -2%
Bank of America
17
Bank of America
North Carolina
$21.9M -$2.71M -146,803 -11%
Charles Schwab
18
Charles Schwab
California
$19.4M +$1.18M +63,963 +6%
LSV Asset Management
19
LSV Asset Management
Illinois
$18M -$7.39M -400,300 -29%
N
20
Nuveen
North Carolina
$16.2M +$87.7K +4,752 +0.5%
Goldman Sachs
21
Goldman Sachs
New York
$14.4M +$7.13M +386,395 +97%
Ameriprise
22
Ameriprise
Minnesota
$14.3M -$49.3K -2,670 -0.3%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$14.2M +$4.37M +236,800 +44%
FP
24
Foundry Partners
Minnesota
$14.1M +$609K +32,976 +4%
Renaissance Technologies
25
Renaissance Technologies
New York
$12.3M -$1.66M -89,768 -12%
1
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ARI Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2019, worth a combined $1.91B — down 3.7% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ARI positions and 19 closed out — a net gain of 29 holders — while 96 added to existing stakes and 70 trimmed.

The largest buyer was Winton Group, adding an estimated $20M. The largest seller was Bessemer Group, cutting an estimated $29.2M.

  • 266 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2019, up from 243 in Q3 2019.
  • Funds reported $1.91B of Apollo Commercial Real Estate stock for Q4 2019, down 3.7% quarter-over-quarter.
  • 48 funds opened new Apollo Commercial Real Estate positions in Q4 2019 and 19 closed out, a net change of +29 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2019 was Winton Group, an estimated $20M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2019 was Bessemer Group, an estimated $29.2M sold.

Based on aggregated 13F filings for Q4 2019.