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ARI

Apollo Commercial Real Estate

225 hedge funds and large institutions have $1.2B invested in Apollo Commercial Real Estate in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $981M → $1.2B (+$224M)

13% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $3.22M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.64% less ownership

Funds ownership: 62.28%61.64% (-0.64%)

7% less funds holding

Funds holding: 241225 (-16)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

40% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 35

Holders
225
Holders Change
-16
Holders Change %
-6.64%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
70
Reduced
80
Closed
35
Calls
$3.63M
Puts
$3.22M
Net Calls
+$409K
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$347M +$14.8M +1,156,571 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$195M +$4.4M +342,800 +3%
SOMRS
3
State of Michigan Retirement System
Michigan
$76.3M
State Street
4
State Street
Massachusetts
$64M -$343K -26,699 -0.6%
Wells Fargo
5
Wells Fargo
California
$38.6M -$415K -32,338 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$30.3M +$2.37M +184,604 +9%
Invesco
7
Invesco
Georgia
$26M +$4.05M +315,958 +20%
MAC
8
Monarch Alternative Capital
New York
$25.4M +$5.85M +455,925 +34%
Northern Trust
9
Northern Trust
Illinois
$22.9M -$1.28M -99,545 -6%
Norges Bank
10
Norges Bank
Norway
$22.6M -$5.72M -445,779 -22%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$20.1M +$148K +11,544 +0.8%
Morgan Stanley
12
Morgan Stanley
New York
$19.4M +$1.18M +91,806 +7%
Charles Schwab
13
Charles Schwab
California
$17.3M +$809K +63,070 +5%
CS
14
Credit Suisse
Switzerland
$16.2M +$1.04M +81,087 +8%
Principal Financial Group
15
Principal Financial Group
Iowa
$12.6M +$138K +10,779 +1%
AAM
16
Advisors Asset Management
Colorado
$12.6M +$2.71M +211,299 +31%
JP Morgan Chase
17
JP Morgan Chase
New York
$10.8M -$705K -54,906 -7%
VanEck Associates
18
VanEck Associates
New York
$10.7M -$840K -65,469 -8%
N
19
Nuveen
North Carolina
$10.6M +$8.07K +629 +0.1%
NIG
20
NFJ Investment Group
Texas
$10.4M +$9.54M +743,828 New
LSV Asset Management
21
LSV Asset Management
Illinois
$9.98M -$585K -45,600 -6%
AMH
22
Apollo Management Holdings
New York
$9.83M
Ameriprise
23
Ameriprise
Minnesota
$9.24M +$357K +27,804 +4%
PPA
24
Parametric Portfolio Associates
Washington
$8.89M -$367K -28,633 -4%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$8.61M -$14.5M -1,128,086 -65%

ARI Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2021, worth a combined $1.2B — up 23% from $981M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ARI and 21 opened new positions — a net loss of 14 holders — while 80 trimmed existing stakes and 70 added.

The largest buyer was BlackRock, adding an estimated $14.8M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.5M.

  • 225 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2021, down from 241 in Q4 2020.
  • Funds reported $1.2B of Apollo Commercial Real Estate stock for Q1 2021, up 23% quarter-over-quarter.
  • 21 funds opened new Apollo Commercial Real Estate positions in Q1 2021 and 35 closed out, a net change of -14 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2021 was BlackRock, an estimated $14.8M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2021 was Mirae Asset Global Investments, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2021.