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ARI

Apollo Commercial Real Estate
ARI

228 hedge funds and large institutions have $1.07B invested in Apollo Commercial Real Estate in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

9% more funds holding

Funds holding: 209 → 228 (+19)

1.28% less ownership

Funds ownership: 59.21% → 57.93% (-1.3%)

13% less capital invested

Capital invested by funds: $1.23B → $1.07B (-$161M)

28% less call options, than puts

Call options by funds: $5.09M | Put options by funds: $7.06M

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% of All Funds
3.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
73
Reduced
65
Closed
22
Calls
$5.09M
Puts
$7.06M
Net Calls
-$1.97M
Net Calls Change
-$1.21M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$15.8M
3
BlackRock
BlackRock
New York
+$4.69M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$3.57M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.31M

Top Sellers

1
SOMRS
State of Michigan Retirement System
Michigan
-$81M
2
Wells Fargo
Wells Fargo
California
-$38.4M
3
CS
Credit Suisse
Switzerland
-$11.6M
4
AAM
Advisors Asset Management
Colorado
-$2.35M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$323M +$4.69M +324,780 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$192M +$1.91M +132,566 +0.9%
State Street
3
State Street
Massachusetts
$64.6M +$2.11M +145,840 +3%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$35.2M +$38.6M +2,672,256 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$30.7M -$1.67M -115,393 -5%
Invesco
6
Invesco
Georgia
$28.7M +$3M +207,483 +11%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$23.7M +$15.8M +1,093,275 +155%
Morgan Stanley
8
Morgan Stanley
New York
$22.9M +$3.23M +223,592 +15%
Northern Trust
9
Northern Trust
Illinois
$21.5M -$374K -25,866 -2%
Norges Bank
10
Norges Bank
Norway
$19M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$18M +$306K +21,213 +2%
Charles Schwab
12
Charles Schwab
California
$17.9M +$732K +50,697 +4%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$16.2M +$17.8M +1,229,429 New
Principal Financial Group
14
Principal Financial Group
Iowa
$11.7M -$295K -20,442 -2%
AAM
15
Advisors Asset Management
Colorado
$11M -$2.35M -162,541 -16%
VanEck Associates
16
VanEck Associates
New York
$10.7M -$357K -24,708 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.77M -$398K -27,536 -4%
AMH
18
Apollo Management Holdings
New York
$8.75M -$46.9K -3,244 -0.5%
LSV Asset Management
19
LSV Asset Management
Illinois
$8.7M – – –
PPA
20
Parametric Portfolio Associates
Washington
$8.63M -$292K -20,236 -3%
Ameriprise
21
Ameriprise
Minnesota
$8.02M -$96.8K -6,704 -1%
Citigroup
22
Citigroup
New York
$7.04M +$541K +37,446 +8%
N
23
Nuveen
North Carolina
$6.66M -$638K -44,200 -8%
Bank of America
24
Bank of America
North Carolina
$5.84M +$756K +52,324 +13%
Prudential Financial
25
Prudential Financial
New Jersey
$5.68M -$31K -2,143 -0.6%
1
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ARI Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q4 2021, worth a combined $1.07B — down 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ARI positions and 22 closed out — a net gain of 21 holders — while 73 added to existing stakes and 65 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $17.8M. The largest seller was State of Michigan Retirement System, exiting entirely with an estimated $81M sold.

  • 228 institutional investors held Apollo Commercial Real Estate (ARI) as of Q4 2021, up from 209 in Q3 2021.
  • Funds reported $1.07B of Apollo Commercial Real Estate stock for Q4 2021, down 13% quarter-over-quarter.
  • 43 funds opened new Apollo Commercial Real Estate positions in Q4 2021 and 22 closed out, a net change of +21 holders.
  • The largest Apollo Commercial Real Estate buyer in Q4 2021 was Balyasny Asset Management, an estimated $17.8M added.
  • The largest Apollo Commercial Real Estate seller in Q4 2021 was State of Michigan Retirement System, an estimated $81M sold.

Based on aggregated 13F filings for Q4 2021.