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Apollo Global Management

440 hedge funds and large institutions have $8.61B invested in Apollo Global Management in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 156 increasing their positions, 111 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

41% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 111

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

10% more funds holding

Funds holding: 399440 (+41)

5.06% more ownership

Funds ownership: 73.88%78.95% (+5.1%)

4% more capital invested

Capital invested by funds: $8.29B → $8.61B (+$322M)

20% less call options, than puts

Call options by funds: $139M | Put options by funds: $173M

Holders
440
Holders Change
+41
Holders Change %
+10.28%
% of All Funds
7.73%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
96
Increased
156
Reduced
111
Closed
49
Calls
$139M
Puts
$173M
Net Calls
-$33.7M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Purus Wealth Management
California
$890K +$10.8K +221 +1%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$889K -$70.4K -1,446 -7%
II
228
IFM Investors
Australia
$889K +$75.3K +1,548 +9%
XS
229
XR Securities
Illinois
$889K +$106K +2,169 +13%
TG
230
TCW Group
California
$872K +$374K +7,679 +71%
ECM
231
Engine Capital Management
New York
$853K
BI
232
Bramshill Investments
Florida
$841K +$871K +17,899 New
FNBSF
233
First National Bank Sioux Falls
South Dakota
$840K +$466K +9,571 +115%
DADC
234
D.A. Davidson & Co
Montana
$839K +$420K +8,639 +94%
NAM
235
Nissay Asset Management
Japan
$837K -$17.7K -363 -2%
CSIC
236
Clifford Swan Investment Counsel
California
$834K +$863K +17,743 New
RCAG
237
Rehmann Capital Advisory Group
Michigan
$831K
HT
238
HAP Trading
New York
$825K -$200K -4,110 -19%
CS
239
Candriam SCA
Luxembourg
$822K
ProShare Advisors
240
ProShare Advisors
Maryland
$821K +$167K +3,431 +24%
DekaBank Deutsche Girozentrale
241
DekaBank Deutsche Girozentrale
Germany
$816K +$125K +2,576 +17%
AT
242
Arden Trust
Delaware
$804K -$53.6K -1,102 -6%
MWNA
243
Marshall Wace North America
New York
$795K -$1.55M -31,815 -65%
BFM
244
Boothbay Fund Management
New York
$790K -$137K -2,825 -14%
QT
245
Quantbot Technologies
New York
$790K +$171K +3,514 +26%
QSS
246
Quantitative Systematic Strategies
Florida
$786K +$813K +16,720 New
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$762K -$33.7K -692 -4%
MPPW
248
Mitchell & Pahl Private Wealth
Oklahoma
$755K -$13.9K -286 -2%
EGM
249
Engineers Gate Manager
New York
$751K +$777K +15,965 New
BC
250
Bridgefront Capital
Texas
$741K +$767K +15,767 New

APO Hedge Fund Activity: Q1 2021 in Review

440 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2021, worth a combined $8.61B — up 3.9% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new APO positions and 49 closed out — a net gain of 47 holders — while 156 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $201M.

  • 440 institutional investors held Apollo Global Management (APO) as of Q1 2021, up from 399 in Q4 2020.
  • Funds reported $8.61B of Apollo Global Management stock for Q1 2021, up 3.9% quarter-over-quarter.
  • 96 funds opened new Apollo Global Management positions in Q1 2021 and 49 closed out, a net change of +47 holders.
  • The largest Apollo Global Management buyer in Q1 2021 was Charles Schwab, an estimated $80.5M added.
  • The largest Apollo Global Management seller in Q1 2021 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2021.