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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
Schroder Investment Management Group
276
Schroder Investment Management Group
United Kingdom
$3.8M +$1.25M +14,114 +53%
RVPG
277
Relative Value Partners Group
$3.79M +$618 +7 +0%
MSRPS
278
Maryland State Retirement & Pension System
Maryland
$3.78M +$67.1K +760 +2%
GWMI
279
Guardian Wealth Management (Illinois)
Illinois
$3.77M +$29K +329 +0.8%
CM
280
CastleKnight Management
New York
$3.7M +$2.8M +31,700 +396%
SM
281
Samjo Management
New York
$3.64M +$3.45M +39,070 New
NC
282
NinePointTwo Capital
California
$3.61M
Swedbank
283
Swedbank
Sweden
$3.61M
HCM
284
Hilton Capital Management
New York
$3.59M +$3.41M +38,569 New
Mirae Asset Global Investments
285
Mirae Asset Global Investments
South Korea
$3.58M +$149K +1,685 +5%
CBA
286
Coastal Bridge Advisors
Connecticut
$3.56M -$135K -1,534 -4%
American Century Companies
287
American Century Companies
Missouri
$3.56M +$327K +3,702 +11%
GF
288
Gabelli Funds
New York
$3.49M -$662K -7,500 -17%
Parallax Volatility Advisers
289
Parallax Volatility Advisers
California
$3.48M +$2.87M +32,453 +666%
MAM
290
Morse Asset Management
Connecticut
$3.43M -$12.6K -143 -0.4%
ASN
291
Advisory Services Network
Georgia
$3.35M -$772K -8,745 -20%
CC
292
Cannell & Co
New York
$3.32M -$19.9K -225 -0.6%
EMPI
293
Elo Mutual Pension Insurance
Finland
$3.23M +$114K +1,288 +4%
AC
294
AMS Capital
Brazil
$3.21M +$427K +4,839 +16%
NA
295
NewEdge Advisors
Louisiana
$3.21M -$122K -1,379 -4%
SIC
296
Schwartz Investment Counsel
Michigan
$3.18M
AGA
297
Accuvest Global Advisors
Utah
$3.1M +$1.16M +13,124 +65%
Allianz Asset Management
298
Allianz Asset Management
Germany
$3.04M -$589K -6,673 -17%
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$3.01M
MIM
300
MetLife Investment Management
New Jersey
$2.95M -$38.3K -434 -1%

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.