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Apollo Global Management

674 hedge funds and large institutions have $21.2B invested in Apollo Global Management in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 243 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 51

40% more capital invested

Capital invested by funds: $15.1B → $21.2B (+$6.08B)

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

20% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 203

10% more funds holding

Funds holding: 610674 (+64)

1.41% less ownership

Funds ownership: 57.19%55.78% (-1.4%)

40% less call options, than puts

Call options by funds: $246M | Put options by funds: $413M

Holders
674
Holders Change
+64
Holders Change %
+10.49%
% of All Funds
10.83%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.71%
New
126
Increased
243
Reduced
203
Closed
51
Calls
$246M
Puts
$413M
Net Calls
-$167M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
276
Seven Eight Capital
New York
$1.67M +$1.1M +18,565 +243%
TC
277
TwinBeech Capital
New York
$1.65M -$13.6M -228,875 -90%
WVP
278
Worth Venture Partners
New Jersey
$1.62M
AIM
279
Achmea Investment Management
Netherlands
$1.61M +$798K +13,433 +100%
CAN
280
Cetera Advisor Networks
California
$1.6M +$430K +7,233 +41%
KS
281
Karpas Strategies
Connecticut
$1.59M
RC
282
RBF Capital
California
$1.59M
MIM
283
MetLife Investment Management
New Jersey
$1.57M +$41.3K +696 +3%
VM
284
Venator Management
Pennsylvania
$1.56M -$5.01M -84,403 -78%
TI
285
Tidal Investments
Wisconsin
$1.56M +$63.6K +1,070 +5%
SPIA
286
Steward Partners Investment Advisory
New York
$1.54M -$43.5K -732 -3%
PFPT
287
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.54M +$891 +15 +0.1%
Nordea Investment Management
288
Nordea Investment Management
Sweden
$1.53M +$75K +1,263 +5%
Creative Planning
289
Creative Planning
Kansas
$1.5M +$173K +2,921 +14%
TC
290
TownSquare Capital
Utah
$1.49M +$270K +4,551 +24%
EC
291
Estate Counselors
Wisconsin
$1.48M +$5.05K +85 +0.4%
HCA
292
Harbour Capital Advisors
Virginia
$1.47M -$33.6K -566 -2%
DAC
293
Dividend Assets Capital
South Carolina
$1.46M
TCM
294
Teza Capital Management
Illinois
$1.43M +$1.33M +22,473 New
PFS
295
Prospera Financial Services
Texas
$1.42M +$212K +3,569 +19%
Daiwa Securities Group
296
Daiwa Securities Group
Japan
$1.42M +$35.6K +600 +3%
CCM
297
Corsair Capital Management
New York
$1.42M +$1.32M +22,219 New
TAM
298
Tealwood Asset Management
Minnesota
$1.39M -$120K -2,013 -8%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$1.38M +$170K +2,859 +15%
YWP
300
YorkBridge Wealth Partners
New York
$1.36M -$31K -522 -2%

APO Hedge Fund Activity: Q4 2022 in Review

674 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2022, worth a combined $21.2B — up 40% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new APO positions and 51 closed out — a net gain of 75 holders — while 243 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Janus Henderson Group, cutting an estimated $213M.

  • 674 institutional investors held Apollo Global Management (APO) as of Q4 2022, up from 610 in Q3 2022.
  • Funds reported $21.2B of Apollo Global Management stock for Q4 2022, up 40% quarter-over-quarter.
  • 126 funds opened new Apollo Global Management positions in Q4 2022 and 51 closed out, a net change of +75 holders.
  • The largest Apollo Global Management buyer in Q4 2022 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Apollo Global Management seller in Q4 2022 was Janus Henderson Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2022.