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Apollo Global Management

758 hedge funds and large institutions have $28.7B invested in Apollo Global Management in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 44

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.18B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

9% more funds holding

Funds holding: 694758 (+64)

5% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 247

0.09% more ownership

Funds ownership: 56.26%56.35% (+0.09%)

7% less call options, than puts

Call options by funds: $471M | Put options by funds: $504M

Holders
758
Holders Change
+64
Holders Change %
+9.22%
% of All Funds
12.03%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.71%
New
118
Increased
260
Reduced
247
Closed
44
Calls
$471M
Puts
$504M
Net Calls
-$33.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
301
Pathstone Family Office
New Jersey
$2.42M +$504K +6,000 +29%
Schroder Investment Management Group
302
Schroder Investment Management Group
United Kingdom
$2.39M -$172K -2,049 -7%
ORC
303
O'Rourke & Company
Massachusetts
$2.36M -$14.6K -174 -0.7%
USCWA
304
U.S. Capital Wealth Advisors
Texas
$2.32M -$123K -1,468 -5%
CII
305
Capital International Inc
California
$2.3M +$401K +4,772 +23%
NW
306
NewEdge Wealth
Pennsylvania
$2.3M +$1.68K +20 +0.1%
CG
307
Colony Group
Massachusetts
$2.25M -$47.6K -566 -2%
GT
308
Glenmede Trust
Pennsylvania
$2.24M +$1.13M +13,452 +116%
KS
309
Karpas Strategies
Connecticut
$2.24M
RC
310
RBF Capital
California
$2.24M
CAN
311
Cetera Advisor Networks
California
$2.24M +$101K +1,206 +5%
EI
312
Ethic Inc
New York
$2.19M +$373K +4,432 +22%
Daiwa Securities Group
313
Daiwa Securities Group
Japan
$2.18M +$50.4K +600 +3%
CP
314
Cumberland Partners
Ontario, Canada
$2.15M +$588K +7,000 +41%
FFS
315
Founders Financial Securities
Maryland
$2.15M +$119K +1,412 +6%
Two Sigma Investments
316
Two Sigma Investments
New York
$2.11M +$738K +8,781 +60%
BFG
317
Bleakley Financial Group
New Jersey
$2.1M -$110K -1,307 -5%
SS
318
Simplicity Solutions
Minnesota
$2.1M -$110K -1,306 -5%
AWS
319
Atria Wealth Solutions
New York
$2.09M -$277K -3,292 -12%
RCG
320
Resource Consulting Group
Florida
$2.08M
DAC
321
Dividend Assets Capital
South Carolina
$2.07M +$9.67K +115 +0.5%
BAMCO Inc
322
BAMCO Inc
New York
$2.06M +$126K +1,500 +7%
EC
323
Estate Counselors
Wisconsin
$2.05M -$8.41K -100 -0.4%
JFG
324
Jefferies Financial Group
New York
$2.05M +$1.92M +22,805 New
Creative Planning
325
Creative Planning
Kansas
$1.93M -$687K -8,170 -28%

APO Hedge Fund Activity: Q3 2023 in Review

758 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new APO positions and 44 closed out — a net gain of 74 holders — while 260 added to existing stakes and 247 trimmed.

The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 758 institutional investors held Apollo Global Management (APO) as of Q3 2023, up from 694 in Q2 2023.
  • Funds reported $28.7B of Apollo Global Management stock for Q3 2023, up 17% quarter-over-quarter.
  • 118 funds opened new Apollo Global Management positions in Q3 2023 and 44 closed out, a net change of +74 holders.
  • The largest Apollo Global Management buyer in Q3 2023 was Millennium Management, an estimated $160M added.
  • The largest Apollo Global Management seller in Q3 2023 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.