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Apollo Global Management

399 hedge funds and large institutions have $8.29B invested in Apollo Global Management in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 152 increasing their positions, 108 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 45

41% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 108

12% more capital invested

Capital invested by funds: $7.43B → $8.29B (+$861M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 374399 (+25)

1.44% more ownership

Funds ownership: 72.44%73.88% (+1.4%)

43% less call options, than puts

Call options by funds: $91.6M | Put options by funds: $160M

Holders
399
Holders Change
+25
Holders Change %
+6.68%
% of All Funds
7.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
74
Increased
152
Reduced
108
Closed
45
Calls
$91.6M
Puts
$160M
Net Calls
-$68.3M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
276
M&T Bank
New York
$383K +$10.9K +244 +3%
NGA
277
Naples Global Advisors
Florida
$382K +$13.4K +300 +4%
WG
278
Winton Group
United Kingdom
$382K +$348K +7,790 New
RCA
279
Reitz Capital Advisors
Michigan
$363K +$11.7K +263 +4%
SAM
280
Seelaus Asset Management
New Jersey
$359K
FA
281
FDx Advisors
Illinois
$357K +$48.3K +1,082 +17%
Fidelity International
282
Fidelity International
Bermuda
$356K -$7.5K -168 -2%
CCM
283
Compton Capital Management
Rhode Island
$348K
CG
284
Cutler Group
California
$346K -$483K -10,818 -60%
SFPG
285
Stonebridge Financial Planning Group
Florida
$343K
MIM
286
Merrion Investment Management
New Jersey
$338K +$308K +6,900 New
SRCM
287
Swift Run Capital Management
Virginia
$333K
MYLI
288
Meiji Yasuda Life Insurance
Japan
$333K +$304K +6,805 New
BAM
289
Belpointe Asset Management
Nevada
$330K +$55K +1,233 +22%
AWS
290
AJ Wealth Strategies
New York
$328K -$22.3K -500 -7%
EVM
291
Eaton Vance Management
Massachusetts
$324K -$2.24M -50,268 -88%
RJT
292
Raymond James Trust
Florida
$321K +$34K +761 +13%
WSC
293
Wellington Shields & Co
New York
$317K
HIIFS
294
Harel Insurance Investments & Financial Services
Israel
$315K +$89.3K +2,000 New
SWP
295
Stratos Wealth Partners
Ohio
$313K +$6.96K +156 +3%
IRF
296
IBM Retirement Fund
New York
$312K +$37.1K +832 +15%
AA
297
Ancora Advisors
Ohio
$312K +$56.2K +1,258 +25%
LNWWM
298
Laird Norton Wetherby Wealth Management
California
$302K +$275K +6,168 New
BFEC
299
Benjamin F. Edwards & Company
Missouri
$300K +$61K +1,367 +29%
S
300
SignatureFD
Georgia
$294K

APO Hedge Fund Activity: Q4 2020 in Review

399 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2020, worth a combined $8.29B — up 12% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new APO positions and 45 closed out — a net gain of 29 holders — while 152 added to existing stakes and 108 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $48.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $54.2M.

  • 399 institutional investors held Apollo Global Management (APO) as of Q4 2020, up from 374 in Q3 2020.
  • Funds reported $8.29B of Apollo Global Management stock for Q4 2020, up 12% quarter-over-quarter.
  • 74 funds opened new Apollo Global Management positions in Q4 2020 and 45 closed out, a net change of +29 holders.
  • The largest Apollo Global Management buyer in Q4 2020 was AllianceBernstein, an estimated $48.4M added.
  • The largest Apollo Global Management seller in Q4 2020 was Massachusetts Financial Services, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2020.