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Apollo Global Management
APO

674 hedge funds and large institutions have $21.2B invested in Apollo Global Management in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 243 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 51

40% more capital invested

Capital invested by funds: $15.1B → $21.2B (+$6.08B)

29% more funds holding in top 10

Funds holding in top 10: 34 → 44 (+10)

20% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 203

10% more funds holding

Funds holding: 610 → 674 (+64)

1.41% less ownership

Funds ownership: 57.19% → 55.78% (-1.4%)

40% less call options, than puts

Call options by funds: $246M | Put options by funds: $413M

Holders
674
Holders Change
+64
Holders Change %
+10.49%
% of All Funds
10.83%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.71%
New
126
Increased
243
Reduced
203
Closed
51
Calls
$246M
Puts
$413M
Net Calls
-$167M
Net Calls Change
-$148M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M
3
SC
Samlyn Capital
New York
+$105M
4
BlackRock
BlackRock
New York
+$74.4M
5
JCM
Junto Capital Management
New York
+$63.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$213M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$135M
3
Capital International Investors
Capital International Investors
California
-$127M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$107M
5
Citadel Advisors
Citadel Advisors
Florida
-$98.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
226
JP Morgan Private Wealth Advisors
California
$3.18M +$425K +7,161 +17%
MAM
227
Meeder Asset Management
Ohio
$3.13M +$2.85M +47,950 +4,134%
SC
228
Sierra Capital
Florida
$3.1M +$45.3K +762 +2%
CP
229
CenterBook Partners
Connecticut
$3.06M +$84.1K +1,416 +3%
WSCM
230
Wellington Shields Capital Management
New York
$3.02M +$9.44K +159 +0.3%
CG
231
Colony Group
Massachusetts
$2.99M +$766K +12,892 +38%
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$2.98M -$8.2K -138 -0.3%
CM
233
Crestline Management
Texas
$2.87M +$2.67M +45,000 New
MAM
234
Morse Asset Management
Connecticut
$2.86M -$42.5K -715 -2%
APF
235
Alaska Permanent Fund
Alaska
$2.79M – – –
NAM
236
Nissay Asset Management
Japan
$2.77M -$39.9K -672 -2%
Public Sector Pension Investment Board (PSP Investments)
237
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.75M +$335K +5,641 +15%
MTIM
238
Marathon Trading Investment Management
Pennsylvania
$2.75M +$178K +3,000 +7%
OC
239
Oppenheimer & Co
New York
$2.74M -$229K -3,857 -8%
CBA
240
Coastal Bridge Advisors
Connecticut
$2.72M -$193K -3,253 -7%
Lazard Asset Management
241
Lazard Asset Management
New York
$2.69M +$1.92M +32,363 +327%
NFC
242
Northeast Financial Consultants
Connecticut
$2.65M -$18.7K -315 -0.8%
CPA
243
Cowen Prime Advisors
New York
$2.61M -$38.3K -644 -2%
AWS
244
Atria Wealth Solutions
New York
$2.57M +$202K +3,397 +9%
PFO
245
Pathstone Family Office
New Jersey
$2.54M +$150K +2,531 +7%
NC
246
NinePointTwo Capital
California
$2.47M – – –
GWMI
247
Guardian Wealth Management (Illinois)
Illinois
$2.45M +$67.5K +1,137 +3%
MSRPS
248
Maryland State Retirement & Pension System
Maryland
$2.43M +$159K +2,671 +8%
BTWM
249
Baker Tilly Wealth Management
Wisconsin
$2.38M +$403K +6,787 +22%
SG Americas Securities
250
SG Americas Securities
New York
$2.35M +$503K +8,475 +30%
8 9
10
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APO Hedge Fund Activity: Q4 2022 in Review

674 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2022, worth a combined $21.2B — up 40% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new APO positions and 51 closed out — a net gain of 75 holders — while 243 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Janus Henderson Group, cutting an estimated $213M.

  • 674 institutional investors held Apollo Global Management (APO) as of Q4 2022, up from 610 in Q3 2022.
  • Funds reported $21.2B of Apollo Global Management stock for Q4 2022, up 40% quarter-over-quarter.
  • 126 funds opened new Apollo Global Management positions in Q4 2022 and 51 closed out, a net change of +75 holders.
  • The largest Apollo Global Management buyer in Q4 2022 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Apollo Global Management seller in Q4 2022 was Janus Henderson Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2022.