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ARI

Apollo Commercial Real Estate

218 hedge funds and large institutions have $1.34B invested in Apollo Commercial Real Estate in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $5.63M | Put options by funds: $2.44M

11% more capital invested

Capital invested by funds: $1.2B → $1.34B (+$134M)

7% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 69

1.55% less ownership

Funds ownership: 61.64%60.09% (-1.6%)

3% less funds holding

Funds holding: 225218 (-7)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
Holders Change
-7
Holders Change %
-3.11%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
74
Reduced
69
Closed
29
Calls
$5.63M
Puts
$2.44M
Net Calls
+$3.19M
Net Calls Change
+$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$389M -$6.27M -405,923 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$231M +$7.91M +512,404 +4%
SOMRS
3
State of Michigan Retirement System
Michigan
$87.1M
State Street
4
State Street
Massachusetts
$74.8M +$1.85M +119,623 +3%
Wells Fargo
5
Wells Fargo
California
$44.7M +$701K +45,374 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$36.8M +$2.12M +137,514 +6%
Invesco
7
Invesco
Georgia
$31.6M +$1.92M +124,136 +7%
Northern Trust
8
Northern Trust
Illinois
$26.4M +$204K +13,204 +0.8%
Morgan Stanley
9
Morgan Stanley
New York
$24.7M +$2.47M +159,858 +12%
Norges Bank
10
Norges Bank
Norway
$23.7M -$2.04M -132,139 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$20.8M -$2.09M -135,515 -9%
Charles Schwab
12
Charles Schwab
California
$20.2M +$437K +28,314 +2%
AAM
13
Advisors Asset Management
Colorado
$17.6M +$3.19M +206,732 +23%
CS
14
Credit Suisse
Switzerland
$16.8M -$1.51M -97,827 -8%
JP Morgan Chase
15
JP Morgan Chase
New York
$16.1M +$3.65M +236,565 +31%
VanEck Associates
16
VanEck Associates
New York
$14.8M +$2.49M +161,166 +21%
Principal Financial Group
17
Principal Financial Group
Iowa
$14.5M +$119K +7,738 +0.9%
LSV Asset Management
18
LSV Asset Management
Illinois
$11.4M -$13.9K -900 -0.1%
AMH
19
Apollo Management Holdings
New York
$10.7M -$546K -35,333 -5%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$10.6M +$695K +45,036 +7%
PPA
21
Parametric Portfolio Associates
Washington
$10.5M +$334K +21,616 +3%
Ameriprise
22
Ameriprise
Minnesota
$10.4M -$129K -8,381 -1%
NIG
23
NFJ Investment Group
Texas
$9.63M -$2.16M -140,007 -19%
N
24
Nuveen
North Carolina
$9.45M -$923K -59,806 -9%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$9.06M +$6.45M +417,478 +278%

ARI Hedge Fund Activity: Q2 2021 in Review

218 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q2 2021, worth a combined $1.34B — up 11% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ARI and 22 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 74 added.

The largest buyer was Vanguard Group, adding an estimated $7.91M. The largest seller was Monarch Alternative Capital, exiting entirely with an estimated $25.4M sold.

  • 218 institutional investors held Apollo Commercial Real Estate (ARI) as of Q2 2021, down from 225 in Q1 2021.
  • Funds reported $1.34B of Apollo Commercial Real Estate stock for Q2 2021, up 11% quarter-over-quarter.
  • 22 funds opened new Apollo Commercial Real Estate positions in Q2 2021 and 29 closed out, a net change of -7 holders.
  • The largest Apollo Commercial Real Estate buyer in Q2 2021 was Vanguard Group, an estimated $7.91M added.
  • The largest Apollo Commercial Real Estate seller in Q2 2021 was Monarch Alternative Capital, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2021.