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Apollo Global Management

317 hedge funds and large institutions have $5.39B invested in Apollo Global Management in 2020 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 102 increasing their positions, 86 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 86

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

0% less funds holding

Funds holding: 318317 (-1)

2.77% less ownership

Funds ownership: 72.36%69.58% (-2.8%)

24% less call options, than puts

Call options by funds: $59.6M | Put options by funds: $78.9M

30% less capital invested

Capital invested by funds: $7.71B → $5.39B (-$2.32B)

Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
6.99%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.29%
New
75
Increased
102
Reduced
86
Closed
71
Calls
$59.6M
Puts
$78.9M
Net Calls
-$19.3M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
276
NumerixS Investment Technologies
British Columbia, Canada
$47K +$60.1K +1,400 New
GRP
277
Global Retirement Partners
California
$44K +$2.62K +61 +5%
TRCT
278
Tower Research Capital (TRC)
New York
$41K +$53.1K +1,236 New
CBT
279
Capital Bank & Trust
California
$35K
MWA
280
Moser Wealth Advisors
Washington
$34K
HWA
281
Heritage Wealth Advisors
Virginia
$33.5K
Walleye Trading
282
Walleye Trading
New York
$27K +$34.5K +803 New
BWA
283
Burt Wealth Advisors
Maryland
$22K
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$22K
SF
285
Synovus Financial
Georgia
$22K +$28.5K +663 New
BC
286
Barnett & Company
Tennessee
$21K
AIM
287
Anchor Investment Management
South Carolina
$19.3K -$26.8K -623 -52%
CCM
288
Covington Capital Management
California
$18K
PA
289
Parallel Advisors
California
$17K
WTC
290
WhitTier Trust Company
Nevada
$17K +$21.5K +500 New
WQ
291
Wealth Quarterback
New Jersey
$14.9K +$429 +10 +2%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$14K -$17.7K -412 -51%
AC
293
AlphaCore Capital
California
$14K +$18.3K +425 New
CWP
294
CFM Wealth Partners
Texas
$11K
BBHC
295
Brown Brothers Harriman & Co
New York
$10K
CFA
296
Carroll Financial Associates
North Carolina
$10K +$1.07K +25 +9%
CLOS
297
Compagnie Lombard Odier SCmA
Switzerland
$10K +$12.9K +300 New
PFO
298
Pathstone Family Office
New Jersey
$7K -$3.64M -84,790 -100%
PCG
299
Private Capital Group
Connecticut
$7K
VCP
300
Verus Capital Partners
Arizona
$7K

APO Hedge Fund Activity: Q1 2020 in Review

317 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2020, worth a combined $5.39B — down 30% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new APO positions and 71 closed out — a net gain of 4 holders — while 102 added to existing stakes and 86 trimmed.

The largest buyer was Invesco, adding an estimated $127M. The largest seller was Tiger Global Management, cutting an estimated $161M.

  • 317 institutional investors held Apollo Global Management (APO) as of Q1 2020, down from 318 in Q4 2019.
  • Funds reported $5.39B of Apollo Global Management stock for Q1 2020, down 30% quarter-over-quarter.
  • 75 funds opened new Apollo Global Management positions in Q1 2020 and 71 closed out, a net change of +4 holders.
  • The largest Apollo Global Management buyer in Q1 2020 was Invesco, an estimated $127M added.
  • The largest Apollo Global Management seller in Q1 2020 was Tiger Global Management, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2020.