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ARI

Apollo Commercial Real Estate

240 hedge funds and large institutions have $875M invested in Apollo Commercial Real Estate in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $747M → $875M (+$128M)

6% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 81

2.09% less ownership

Funds ownership: 56.7%54.61% (-2.1%)

3% less funds holding

Funds holding: 248240 (-8)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

83% less call options, than puts

Call options by funds: $3.57M | Put options by funds: $21.1M

Holders
240
Holders Change
-8
Holders Change %
-3.23%
% of All Funds
3.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
86
Reduced
81
Closed
29
Calls
$3.57M
Puts
$21.1M
Net Calls
-$17.5M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$259M -$3.4M -337,153 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$177M -$3.4M -336,851 -2%
State Street
3
State Street
Massachusetts
$60.1M -$1.93M -190,881 -4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$30.4M +$1.02M +101,488 +4%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$29M -$4.57M -452,968 -15%
Morgan Stanley
6
Morgan Stanley
New York
$25.4M +$2.83M +280,075 +14%
Charles Schwab
7
Charles Schwab
California
$19.7M +$574K +56,844 +3%
Northern Trust
8
Northern Trust
Illinois
$18.2M +$219K +21,714 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.1M -$1.12M -110,909 -9%
Norges Bank
10
Norges Bank
Norway
$12.4M -$1.68M -166,145 -13%
Invesco
11
Invesco
Georgia
$11.4M +$4.63M +458,920 +84%
Goldman Sachs
12
Goldman Sachs
New York
$10.1M -$2.97M -294,703 -25%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$8.97M +$21.9K +2,169 +0.3%
N
14
Nuveen
North Carolina
$8.41M +$3.76M +372,724 +101%
Principal Financial Group
15
Principal Financial Group
Iowa
$8.39M -$462K -45,817 -6%
VanEck Associates
16
VanEck Associates
New York
$7.98M +$1.07M +105,825 +18%
AMH
17
Apollo Management Holdings
New York
$7.53M
Ameriprise
18
Ameriprise
Minnesota
$7.44M -$217K -21,457 -3%
LSV Asset Management
19
LSV Asset Management
Illinois
$7.39M +$68.6K +6,800 +1%
AWA
20
Arete Wealth Advisors
Illinois
$7.08M +$308K +30,496 +5%
JP Morgan Chase
21
JP Morgan Chase
New York
$5.19M +$539K +53,442 +13%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$5.1M -$6.92K -686 -0.2%
Bank of America
23
Bank of America
North Carolina
$4.99M -$677K -67,061 -13%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.74M -$662K -65,634 -14%
UBS Group
25
UBS Group
Switzerland
$4.6M +$445K +44,108 +12%

ARI Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q2 2023, worth a combined $875M — up 17% from $747M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ARI and 23 opened new positions — a net loss of 6 holders — while 81 trimmed existing stakes and 86 added.

The largest buyer was Invesco, adding an estimated $4.63M. The largest seller was Millennium Management, cutting an estimated $11.9M.

  • 240 institutional investors held Apollo Commercial Real Estate (ARI) as of Q2 2023, down from 248 in Q1 2023.
  • Funds reported $875M of Apollo Commercial Real Estate stock for Q2 2023, up 17% quarter-over-quarter.
  • 23 funds opened new Apollo Commercial Real Estate positions in Q2 2023 and 29 closed out, a net change of -6 holders.
  • The largest Apollo Commercial Real Estate buyer in Q2 2023 was Invesco, an estimated $4.63M added.
  • The largest Apollo Commercial Real Estate seller in Q2 2023 was Millennium Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2023.