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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
KS
276
Karpas Strategies
Connecticut
$1.58M
RC
277
RBF Capital
California
$1.58M
CAN
278
Cetera Advisor Networks
California
$1.57M -$17.1K -255 -1%
MIM
279
MetLife Investment Management
New Jersey
$1.56M +$3.88K +58 +0.2%
CP
280
CenterBook Partners
Connecticut
$1.52M -$1.6M -23,863 -50%
PFPT
281
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.52M -$2.34K -35 -0.1%
CG
282
Colony Group
Massachusetts
$1.5M -$1.54M -23,015 -49%
TC
283
TownSquare Capital
Utah
$1.48M -$1.27K -19 -0.1%
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$1.47M +$67K +1,000 +4%
DAC
285
Dividend Assets Capital
South Carolina
$1.46M
EC
286
Estate Counselors
Wisconsin
$1.45M -$13.4K -200 -0.9%
Nordea Investment Management
287
Nordea Investment Management
Sweden
$1.42M -$102K -1,526 -6%
KAS
288
Kestra Advisory Services
Texas
$1.41M -$384K -5,740 -20%
M&T Bank
289
M&T Bank
New York
$1.4M +$348K +5,196 +31%
N
290
Natixis
France
$1.39M +$1.48M +22,083 New
PFS
291
Prospera Financial Services
Texas
$1.38M -$28.5K -425 -2%
HH
292
Hilltop Holdings
Texas
$1.38M +$57.5K +859 +4%
HCA
293
Harbour Capital Advisors
Virginia
$1.37M -$116K -1,730 -7%
VM
294
Venator Management
Pennsylvania
$1.36M -$194K -2,904 -12%
PFO
295
Pathstone Family Office
New Jersey
$1.33M -$1.36M -20,254 -49%
FFS
296
Founders Financial Securities
Maryland
$1.32M +$115K +1,724 +9%
PWM
297
Purus Wealth Management
California
$1.31M +$3.62K +54 +0.3%
OAM
298
Oppenheimer Asset Management
New York
$1.3M +$130K +1,934 +10%
National Bank of Canada
299
National Bank of Canada
Quebec, Canada
$1.25M +$12.9K +192 +1%
Acadian Asset Management
300
Acadian Asset Management
Massachusetts
$1.24M +$438K +6,542 +50%

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.