We are live on ! Find out more
APO icon

Apollo Global Management

758 hedge funds and large institutions have $28.7B invested in Apollo Global Management in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 44

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.18B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

9% more funds holding

Funds holding: 694758 (+64)

5% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 247

0.09% more ownership

Funds ownership: 56.26%56.35% (+0.09%)

7% less call options, than puts

Call options by funds: $471M | Put options by funds: $504M

Holders
758
Holders Change
+64
Holders Change %
+9.22%
% of All Funds
12.03%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.71%
New
118
Increased
260
Reduced
247
Closed
44
Calls
$471M
Puts
$504M
Net Calls
-$33.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
251
Wellington Shields Capital Management
New York
$4.57M -$2.61K -31 -0.1%
SAM
252
Smithbridge Asset Management
Pennsylvania
$4.34M +$4.06M +48,324 New
BIMC
253
Benson Investment Management Company
Virginia
$4.34M +$4.06M +48,314 New
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$4.25M +$138K +1,639 +4%
TC
255
TownSquare Capital
Utah
$4.12M +$76.2K +907 +2%
GF
256
Gabelli Funds
New York
$4.03M -$681K -8,100 -15%
ASN
257
Advisory Services Network
Georgia
$4.01M +$675K +8,030 +22%
SC
258
Sierra Capital
Florida
$3.99M
PA
259
Procyon Advisors
Connecticut
$3.95M +$2.25M +26,736 +155%
Comerica Bank
260
Comerica Bank
Texas
$3.92M +$3.67M +43,653 New
WI
261
WBI Investments
New Jersey
$3.91M +$3.66M +43,520 New
NAM
262
Nissay Asset Management
Japan
$3.78M +$106K +1,265 +3%
NFC
263
Northeast Financial Consultants
Connecticut
$3.73M
RVPG
264
Relative Value Partners Group
$3.65M -$784K -9,327 -19%
GWMI
265
Guardian Wealth Management (Illinois)
Illinois
$3.61M -$41.4K -493 -1%
LCWP
266
Legacy Capital Wealth Partners
Arkansas
$3.58M +$473K +5,627 +16%
MSRPS
267
Maryland State Retirement & Pension System
Maryland
$3.58M
CBA
268
Coastal Bridge Advisors
Connecticut
$3.57M -$6.47K -77 -0.2%
OC
269
Oppenheimer & Co
New York
$3.54M -$41.2K -490 -1%
SC
270
Samjo Capital
New York
$3.52M +$3.3M +39,270 New
Allianz Asset Management
271
Allianz Asset Management
Germany
$3.52M -$528K -6,280 -14%
NC
272
NinePointTwo Capital
California
$3.48M
Swedbank
273
Swedbank
Sweden
$3.48M +$706K +8,400 +28%
MAM
274
Morse Asset Management
Connecticut
$3.31M -$738K -8,775 -19%
Mirae Asset Global Investments
275
Mirae Asset Global Investments
South Korea
$3.3M +$588K +6,993 +24%

APO Hedge Fund Activity: Q3 2023 in Review

758 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new APO positions and 44 closed out — a net gain of 74 holders — while 260 added to existing stakes and 247 trimmed.

The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 758 institutional investors held Apollo Global Management (APO) as of Q3 2023, up from 694 in Q2 2023.
  • Funds reported $28.7B of Apollo Global Management stock for Q3 2023, up 17% quarter-over-quarter.
  • 118 funds opened new Apollo Global Management positions in Q3 2023 and 44 closed out, a net change of +74 holders.
  • The largest Apollo Global Management buyer in Q3 2023 was Millennium Management, an estimated $160M added.
  • The largest Apollo Global Management seller in Q3 2023 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.