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ARI

Apollo Commercial Real Estate

228 hedge funds and large institutions have $771M invested in Apollo Commercial Real Estate in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 54.61%53.71% (-0.9%)

5% less funds holding

Funds holding: 240228 (-12)

12% less capital invested

Capital invested by funds: $875M → $771M (-$104M)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

72% less call options, than puts

Call options by funds: $3.91M | Put options by funds: $13.8M

Holders
228
Holders Change
-12
Holders Change %
-5%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
76
Reduced
88
Closed
27
Calls
$3.91M
Puts
$13.8M
Net Calls
-$9.86M
Net Calls Change
+$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$227M -$5.5M -505,432 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M +$598K +54,938 +0.4%
State Street
3
State Street
Massachusetts
$53.6M -$330K -30,325 -0.6%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$28.4M +$1.22M +112,492 +4%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$25.1M -$949K -87,210 -3%
Morgan Stanley
6
Morgan Stanley
New York
$21.8M -$928K -85,200 -4%
Charles Schwab
7
Charles Schwab
California
$18.7M +$1.07M +98,053 +6%
Northern Trust
8
Northern Trust
Illinois
$16.1M -$260K -23,869 -1%
Norges Bank
9
Norges Bank
Norway
$11.4M +$331K +30,384 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$11.3M -$468K -43,027 -4%
Invesco
11
Invesco
Georgia
$10.3M +$92.5K +8,495 +0.8%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$7.8M -$237K -21,744 -3%
VanEck Associates
13
VanEck Associates
New York
$7.61M +$503K +46,215 +7%
N
14
Nuveen
North Carolina
$7.52M -$1.68K -154 -0%
Principal Financial Group
15
Principal Financial Group
Iowa
$7.13M -$406K -37,334 -5%
Ameriprise
16
Ameriprise
Minnesota
$6.84M +$197K +18,085 +3%
AMH
17
Apollo Management Holdings
New York
$6.74M
LSV Asset Management
18
LSV Asset Management
Illinois
$6.32M -$315K -28,918 -4%
AWA
19
Arete Wealth Advisors
Illinois
$6.31M -$30.5K -2,800 -0.4%
Bank of America
20
Bank of America
North Carolina
$5.09M +$673K +61,786 +14%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$5.06M +$2.83M +259,900 +108%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$4.52M -$50.2K -4,607 -1%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.11M -$580K -53,283 -12%
Prudential Financial
24
Prudential Financial
New Jersey
$3.83M -$199K -18,289 -5%
Citadel Advisors
25
Citadel Advisors
Florida
$3.81M +$4.09M +375,682 +146,751%

ARI Hedge Fund Activity: Q3 2023 in Review

228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Commercial Real Estate (ARI) for Q3 2023, worth a combined $771M — down 12% from $875M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ARI and 17 opened new positions — a net loss of 10 holders — while 88 trimmed existing stakes and 76 added.

The largest buyer was Citadel Advisors, adding an estimated $4.09M. The largest seller was Goldman Sachs, cutting an estimated $6.49M.

  • 228 institutional investors held Apollo Commercial Real Estate (ARI) as of Q3 2023, down from 240 in Q2 2023.
  • Funds reported $771M of Apollo Commercial Real Estate stock for Q3 2023, down 12% quarter-over-quarter.
  • 17 funds opened new Apollo Commercial Real Estate positions in Q3 2023 and 27 closed out, a net change of -10 holders.
  • The largest Apollo Commercial Real Estate buyer in Q3 2023 was Citadel Advisors, an estimated $4.09M added.
  • The largest Apollo Commercial Real Estate seller in Q3 2023 was Goldman Sachs, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2023.