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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
251
First Manhattan
New York
$2.1M +$402K +6,000 +22%
AT
252
Arden Trust
Delaware
$2.1M -$164K -2,451 -7%
AWS
253
Atria Wealth Solutions
New York
$2.1M -$476K -7,103 -18%
PCM
254
Poehling Capital Management
Wisconsin
$2.08M -$603 -9 -0%
FNBSF
255
First National Bank Sioux Falls
South Dakota
$2.04M -$28.7K -428 -1%
EMPI
256
Elo Mutual Pension Insurance
Finland
$2.02M +$58K +866 +3%
TNA
257
True North Advisors
Texas
$2M -$170K -2,536 -7%
Swedbank
258
Swedbank
Sweden
$1.92M
TAM
259
Tealwood Asset Management
Minnesota
$1.91M +$570K +8,508 +39%
CCS
260
Concentric Capital Strategies
Connecticut
$1.87M +$1.99M +29,660 New
Creative Planning
261
Creative Planning
Kansas
$1.86M +$400K +5,972 +25%
Mirae Asset Global Investments
262
Mirae Asset Global Investments
South Korea
$1.86M -$216K -3,221 -10%
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$1.85M -$203K -3,026 -9%
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
$1.83M +$6.36K +95 +0.3%
VAS
265
Vestmark Advisory Solutions
Massachusetts
$1.77M -$81K -1,209 -4%
USCWA
266
U.S. Capital Wealth Advisors
Texas
$1.75M -$58.3K -870 -3%
WVP
267
Worth Venture Partners
New Jersey
$1.74M +$138K +2,064 +8%
Schroder Investment Management Group
268
Schroder Investment Management Group
United Kingdom
$1.73M -$67.4K -1,006 -4%
GLA
269
Great Lakes Advisors
Illinois
$1.72M +$1.82M +27,189 New
TI
270
Trexquant Investment
Connecticut
$1.67M +$1.77M +26,400 New
ORC
271
O'Rourke & Company
Massachusetts
$1.66M -$32.1K -480 -2%
NW
272
NewEdge Wealth
Pennsylvania
$1.64M -$211K -3,157 -11%
TI
273
Tidal Investments
Wisconsin
$1.63M +$98.8K +1,476 +6%
UM
274
Ulysses Management
New York
$1.61M +$1.71M +25,470 New
SPIA
275
Steward Partners Investment Advisory
New York
$1.6M +$72.4K +1,081 +4%

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.