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ARI

Apollo Commercial Real Estate

248 hedge funds and large institutions have $747M invested in Apollo Commercial Real Estate in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 55.53%56.7% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% less funds holding

Funds holding: 250248 (-2)

89% less capital invested

Capital invested by funds: $6.74B → $747M (-$6B)

93% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $49.8M

Holders
248
Holders Change
-2
Holders Change %
-0.8%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
84
Reduced
78
Closed
30
Calls
$3.44M
Puts
$49.8M
Net Calls
-$46.3M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$216M -$2.85M -257,508 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$148M +$3.97M +358,691 +2%
State Street
3
State Street
Massachusetts
$51.6M -$371K -33,522 -0.6%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$28.1M +$163K +14,741 +0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$24.1M +$1.19M +107,180 +4%
Morgan Stanley
6
Morgan Stanley
New York
$18.3M -$2.07M -186,976 -9%
Charles Schwab
7
Charles Schwab
California
$15.7M +$595K +53,746 +3%
Northern Trust
8
Northern Trust
Illinois
$14.8M -$278K -25,074 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.8M -$1.5M -135,107 -10%
Norges Bank
10
Norges Bank
Norway
$11.8M -$957K -86,417 -6%
Millennium Management
11
Millennium Management
New York
$11.5M +$3.58M +323,425 +36%
Goldman Sachs
12
Goldman Sachs
New York
$11M +$677K +61,196 +5%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$7.35M -$1.51M -136,445 -15%
Principal Financial Group
14
Principal Financial Group
Iowa
$7.33M -$40.7K -3,679 -0.5%
Ameriprise
15
Ameriprise
Minnesota
$6.32M +$60.4K +5,459 +0.8%
AMH
16
Apollo Management Holdings
New York
$6.2M -$5.97K -539 -0.1%
LSV Asset Management
17
LSV Asset Management
Illinois
$6.02M +$614K +55,500 +9%
VanEck Associates
18
VanEck Associates
New York
$5.58M +$383K +34,578 +6%
AWA
19
Arete Wealth Advisors
Illinois
$5.54M +$504K +45,554 +8%
Invesco
20
Invesco
Georgia
$5.1M +$703K +63,529 +13%
Bank of America
21
Bank of America
North Carolina
$4.72M +$929K +83,894 +20%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$4.2M +$254K +22,953 +5%
Prudential Financial
23
Prudential Financial
New Jersey
$3.97M -$90.2K -8,150 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.84M +$1.24M +111,701 +30%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.77M +$2.22M +200,748 +98%

ARI Hedge Fund Activity: Q1 2023 in Review

248 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q1 2023, worth a combined $747M — down 89% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ARI positions and 30 closed out — a net gain of 2 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.97M. The largest seller was BlackRock, cutting an estimated $2.85M.

  • 248 institutional investors held Apollo Commercial Real Estate (ARI) as of Q1 2023, down from 250 in Q4 2022.
  • Funds reported $747M of Apollo Commercial Real Estate stock for Q1 2023, down 89% quarter-over-quarter.
  • 32 funds opened new Apollo Commercial Real Estate positions in Q1 2023 and 30 closed out, a net change of +2 holders.
  • The largest Apollo Commercial Real Estate buyer in Q1 2023 was Vanguard Group, an estimated $3.97M added.
  • The largest Apollo Commercial Real Estate seller in Q1 2023 was BlackRock, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2023.