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ARI

Apollo Commercial Real Estate

232 hedge funds and large institutions have $1.16B invested in Apollo Commercial Real Estate in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

24% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 68

8% more capital invested

Capital invested by funds: $1.07B → $1.16B (+$89.8M)

2% more funds holding

Funds holding: 228232 (+4)

0.51% more ownership

Funds ownership: 57.93%58.44% (+0.51%)

87% less call options, than puts

Call options by funds: $4.21M | Put options by funds: $32.7M

Holders
232
Holders Change
+4
Holders Change %
+1.75%
% of All Funds
3.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
84
Reduced
68
Closed
26
Calls
$4.21M
Puts
$32.7M
Net Calls
-$28.4M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$332M -$9.17M -680,755 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M +$5.87M +435,919 +3%
State Street
3
State Street
Massachusetts
$73.4M +$4.84M +359,672 +8%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$41.6M +$4.2M +311,689 +12%
Invesco
5
Invesco
Georgia
$37.8M +$7.22M +536,101 +25%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$34.6M +$2M +148,482 +6%
Morgan Stanley
7
Morgan Stanley
New York
$22.7M -$1.48M -109,823 -6%
Northern Trust
8
Northern Trust
Illinois
$22.3M -$396K -29,423 -2%
Parallax Volatility Advisers
9
Parallax Volatility Advisers
California
$22M +$4.77M +354,396 New
Norges Bank
10
Norges Bank
Norway
$20.1M
Charles Schwab
11
Charles Schwab
California
$19.8M +$872K +64,753 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$19.2M +$185K +13,735 +1%
Goldman Sachs
13
Goldman Sachs
New York
$12.8M +$9.34M +693,841 +304%
Principal Financial Group
14
Principal Financial Group
Iowa
$12.3M -$68K -5,051 -0.6%
First Trust Advisors
15
First Trust Advisors
Illinois
$10.8M +$7.12M +528,692 +215%
PPA
16
Parametric Portfolio Associates
Washington
$10.3M +$1.13M +83,917 +13%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$9.73M -$14.8M -1,101,949 -61%
VanEck Associates
18
VanEck Associates
New York
$9.46M -$1.76M -130,499 -16%
AMH
19
Apollo Management Holdings
New York
$9.28M +$16.6K +1,236 +0.2%
LSV Asset Management
20
LSV Asset Management
Illinois
$9.09M -$108K -8,000 -1%
AAM
21
Advisors Asset Management
Colorado
$8.68M -$2.83M -210,337 -25%
Ameriprise
22
Ameriprise
Minnesota
$8.45M -$47.6K -3,536 -0.6%
Renaissance Technologies
23
Renaissance Technologies
New York
$8.43M +$7.39M +549,100 +983%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$8.25M -$8.58M -637,461 -52%
N
25
Nuveen
North Carolina
$7.04M -$227K -16,883 -3%

ARI Hedge Fund Activity: Q1 2022 in Review

232 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2022, worth a combined $1.16B — up 8.4% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ARI positions and 26 closed out — a net gain of 8 holders — while 84 added to existing stakes and 68 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.34M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.8M.

  • 232 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2022, up from 228 in Q4 2021.
  • Funds reported $1.16B of Apollo Commercial Real Estate stock for Q1 2022, up 8.4% quarter-over-quarter.
  • 34 funds opened new Apollo Commercial Real Estate positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2022 was Goldman Sachs, an estimated $9.34M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2022 was Mirae Asset Global Investments, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2022.