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Apollo Global Management

842 hedge funds and large institutions have $31.8B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 293 increasing their positions, 264 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

18% more call options, than puts

Call options by funds: $669M | Put options by funds: $569M

11% more funds holding

Funds holding: 758842 (+84)

11% more capital invested

Capital invested by funds: $28.7B → $31.8B (+$3.17B)

11% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 264

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3.86% more ownership

Funds ownership: 56.35%60.21% (+3.9%)

Holders
842
Holders Change
+84
Holders Change %
+11.08%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
147
Increased
293
Reduced
264
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
UM
251
Ulysses Management
New York
$5.13M
Toronto Dominion Bank
252
Toronto Dominion Bank
Ontario, Canada
$5.07M -$1.88M -21,321 -28%
AB
253
Amalgamated Bank
New York
$5.06M -$544K -6,159 -10%
AIS
254
AM Investment Strategies
Tennessee
$4.99M +$22.2K +251 +0.5%
Public Sector Pension Investment Board (PSP Investments)
255
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.94M -$1.96M -22,192 -30%
MCM
256
Moore Capital Management
New York
$4.92M -$21.3M -241,055 -82%
BNP Paribas Financial Markets
257
BNP Paribas Financial Markets
France
$4.9M +$4.65M +52,616 New
Cambridge Investment Research Advisors
258
Cambridge Investment Research Advisors
Iowa
$4.9M +$1.53M +17,361 +49%
JFG
259
Jefferies Financial Group
New York
$4.86M +$2.6M +29,393 +129%
SM
260
Scoggin Management
New York
$4.66M -$2.21M -25,000 -33%
CCA
261
Catalyst Capital Advisors
New York
$4.62M -$291K -3,300 -6%
BIMC
262
Benson Investment Management Company
Virginia
$4.52M +$18K +204 +0.4%
PA
263
Procyon Advisors
Connecticut
$4.51M +$393K +4,448 +10%
Pathstone Holdings
264
Pathstone Holdings
New Jersey
$4.5M +$4.26M +48,247 New
SAM
265
Smithbridge Asset Management
Pennsylvania
$4.49M -$16.8K -190 -0.4%
WSCM
266
Wellington Shields Capital Management
New York
$4.4M -$327K -3,704 -7%
SB
267
Strategic Blueprint
Georgia
$4.34M +$1.22M +13,870 +42%
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$4.31M -$94.8K -1,074 -2%
OC
269
Oppenheimer & Co
New York
$4.26M +$558K +6,322 +16%
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$4.26M +$855K +9,683 +27%
SC
271
Sierra Capital
Florida
$4.15M
NAM
272
Nissay Asset Management
Japan
$4.13M +$192K +2,174 +5%
Comerica Bank
273
Comerica Bank
Texas
$3.97M -$97K -1,099 -3%
MCB
274
Morton Community Bank
Illinois
$3.92M +$3.72M +42,090 New
NFC
275
Northeast Financial Consultants
Connecticut
$3.88M

APO Hedge Fund Activity: Q4 2023 in Review

842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2023, worth a combined $31.8B — up 11% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new APO positions and 53 closed out — a net gain of 94 holders — while 293 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $366M sold.

  • 842 institutional investors held Apollo Global Management (APO) as of Q4 2023, up from 758 in Q3 2023.
  • Funds reported $31.8B of Apollo Global Management stock for Q4 2023, up 11% quarter-over-quarter.
  • 147 funds opened new Apollo Global Management positions in Q4 2023 and 53 closed out, a net change of +94 holders.
  • The largest Apollo Global Management buyer in Q4 2023 was Morgan Stanley, an estimated $623M added.
  • The largest Apollo Global Management seller in Q4 2023 was EdgePoint Investment Group, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.