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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
TGAM
301
TBH Global Asset Management
Tennessee
$294K
DA
302
Doliver Advisors
Texas
$289K +$263K +5,900 New
AG
303
Aperio Group
California
$284K +$7.46K +167 +3%
BIAS
304
Beacon Investment Advisory Services
New Jersey
$282K
MHIC
305
Marble Harbor Investment Counsel
Massachusetts
$279K
CM
306
Castleark Management
Illinois
$272K
CI
307
Conning Inc
Connecticut
$270K +$446K +10,000 New
S
308
Seeyond
France
$267K -$1.38K -31 -0.6%
SDWIA
309
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K +$243K +5,452 New
AFM
310
Abbot Financial Management
Massachusetts
$264K +$17.9K +400 +8%
Lido Advisors
311
Lido Advisors
California
$263K -$7.77K -174 -3%
MC
312
Moors & Cabot
Massachusetts
$252K +$6.7K +150 +3%
IF
313
Intrua Financial
Texas
$250K
Vontobel Holding
314
Vontobel Holding
Switzerland
$248K +$217K +4,871 New
JF
315
Jump Financial
Illinois
$241K -$541K -12,108 -71%
PMG
316
ProVise Management Group
Florida
$241K -$6.7K -150 -3%
MTIM
317
Marathon Trading Investment Management
Pennsylvania
$240K +$219K +4,901 New
ICM
318
Islay Capital Management
Texas
$238K
GT
319
Glenmede Trust
Pennsylvania
$226K
FC
320
Fulcrum Capital
Washington
$225K +$205K +4,588 New
MYAM
321
Meiji Yasuda Asset Management
Japan
$224K +$204K +4,570 New
PTP
322
Platform Technology Partners
New York
$221K +$2.63K +59 +1%
AIM
323
Allen Investment Management
New York
$220K
WLPWM
324
Walled Lake Planning & Wealth Management
Illinois
$220K +$4.46K +100 +2%
GRP
325
Global Retirement Partners
California
$216K +$27.9K +624 +17%

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.