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Apollo Global Management

494 hedge funds and large institutions have $12.4B invested in Apollo Global Management in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 114 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 114

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

10% more funds holding

Funds holding: 448494 (+46)

1.31% more ownership

Funds ownership: 84.19%85.5% (+1.3%)

2% more capital invested

Capital invested by funds: $12.2B → $12.4B (+$244M)

2% less call options, than puts

Call options by funds: $222M | Put options by funds: $226M

Holders
494
Holders Change
+46
Holders Change %
+10.27%
% of All Funds
8.65%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.46%
New
98
Increased
180
Reduced
114
Closed
47
Calls
$222M
Puts
$226M
Net Calls
-$4.4M
Net Calls Change
+$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
301
RBF Capital
California
$616K
NP
302
NorthRock Partners
Minnesota
$616K +$601K +10,000 New
Creative Planning
303
Creative Planning
Kansas
$614K +$599K +9,963 New
SWA
304
SFMG Wealth Advisors
Texas
$611K +$3.06K +51 +0.5%
APP
305
Alpha Paradigm Partners
Illinois
$609K +$594K +9,886 New
CSPAM
306
Cary Street Partners Asset Management
Virginia
$607K +$592K +9,854 New
CAM
307
Cresset Asset Management
Illinois
$594K
Russell Investments Group
308
Russell Investments Group
United Kingdom
$592K -$21.4M -355,410 -97%
RJT
309
Raymond James Trust
Florida
$584K +$57.7K +960 +11%
BFEC
310
Benjamin F. Edwards & Company
Missouri
$568K +$12.9K +215 +2%
HIA
311
Harbor Investment Advisory
Maryland
$567K +$21.8K +363 +4%
AWS
312
AJ Wealth Strategies
New York
$541K
KPWS
313
Kestra Private Wealth Services
Texas
$540K +$111K +1,853 +27%
JIP
314
Jaffetilchin Investment Partners
Florida
$534K +$57.3K +954 +12%
Nordea Investment Management
315
Nordea Investment Management
Sweden
$533K
Daiwa Securities Group
316
Daiwa Securities Group
Japan
$530K +$30K +500 +6%
AF
317
Advisornet Financial
Minnesota
$522K -$120K -1,989 -19%
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$509K -$3.79K -63 -0.8%
VCS
319
Vaughan & Co Securities
New Jersey
$501K
EWM
320
Evercore Wealth Management
New York
$492K
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$492K +$19.4K +323 +4%
BAM
322
Brave Asset Management
New Jersey
$489K
MC
323
Moors & Cabot
Massachusetts
$469K +$39.1K +650 +9%
M&T Bank
324
M&T Bank
New York
$467K +$111K +1,848 +32%
PCA
325
Pallas Capital Advisors
Massachusetts
$464K -$48.3K -804 -12%