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Apollo Global Management

399 hedge funds and large institutions have $8.29B invested in Apollo Global Management in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 152 increasing their positions, 108 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 45

41% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 108

12% more capital invested

Capital invested by funds: $7.43B → $8.29B (+$861M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 374399 (+25)

1.44% more ownership

Funds ownership: 72.44%73.88% (+1.4%)

43% less call options, than puts

Call options by funds: $91.6M | Put options by funds: $160M

Holders
399
Holders Change
+25
Holders Change %
+6.68%
% of All Funds
7.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
74
Increased
152
Reduced
108
Closed
45
Calls
$91.6M
Puts
$160M
Net Calls
-$68.3M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
226
TD Asset Management
Ontario, Canada
$707K +$60.8K +1,361 +10%
DCM
227
Dimension Capital Management
Florida
$702K +$7.95K +178 +1%
ProShare Advisors
228
ProShare Advisors
Maryland
$687K -$1.38K -31 -0.2%
BWP
229
Baldwin Wealth Partners
Massachusetts
$664K -$3.21K -72 -0.5%
KA
230
Kovack Advisors
Florida
$656K +$57.6K +1,291 +11%
QT
231
Quantbot Technologies
New York
$650K -$399K -8,934 -40%
CB
232
Commerce Bank
Missouri
$637K +$581K +13,015 New
SIC
233
Samalin Investment Counsel
New York
$618K +$5.67K +127 +1%
DC
234
Davenport & Co
Virginia
$613K -$54.6K -1,224 -9%
Comerica Bank
235
Comerica Bank
Texas
$601K -$22.5K -504 -4%
EMPI
236
Elo Mutual Pension Insurance
Finland
$598K +$545K +12,218 New
ASN
237
Advisory Services Network
Georgia
$589K +$89.9K +2,014 +20%
VNA
238
Valley National Advisers
Pennsylvania
$586K
WA
239
Wambolt & Associates
Colorado
$574K -$33.1K -742 -6%
IA
240
IFP Advisors
Florida
$566K +$28.6K +640 +6%
PAG
241
Private Advisor Group
New Jersey
$561K -$68.3K -1,530 -12%
ANRIA
242
American National Registered Investment Advisor
Texas
$558K
ANI
243
American National Insurance
Texas
$544K
GSWM
244
Golden State Wealth Management
California
$538K +$95.5K +2,138 +24%
Creative Planning
245
Creative Planning
Kansas
$536K +$61.8K +1,385 +14%
TG
246
TCW Group
California
$532K -$593K -13,282 -55%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$524K +$478K +10,705 New
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$519K +$68.2K +1,527 +17%
RIL
249
Rothschild Investment LLC
Illinois
$518K +$22.3K +500 +5%
SB
250
Strategic Blueprint
Georgia
$510K +$170K +3,812 +58%

APO Hedge Fund Activity: Q4 2020 in Review

399 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2020, worth a combined $8.29B — up 12% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new APO positions and 45 closed out — a net gain of 29 holders — while 152 added to existing stakes and 108 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $48.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $54.2M.

  • 399 institutional investors held Apollo Global Management (APO) as of Q4 2020, up from 374 in Q3 2020.
  • Funds reported $8.29B of Apollo Global Management stock for Q4 2020, up 12% quarter-over-quarter.
  • 74 funds opened new Apollo Global Management positions in Q4 2020 and 45 closed out, a net change of +29 holders.
  • The largest Apollo Global Management buyer in Q4 2020 was AllianceBernstein, an estimated $48.4M added.
  • The largest Apollo Global Management seller in Q4 2020 was Massachusetts Financial Services, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2020.