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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
TNA
301
True North Advisors
Texas
$2.9M +$2.75M +31,125 New
SLAM
302
Swiss Life Asset Management
$2.77M -$3.6M -40,813 -58%
RA
303
Rational Advisors
New York
$2.77M +$1.15M +13,000 +78%
LCWP
304
Legacy Capital Wealth Partners
Arkansas
$2.69M -$971K -11,003 -28%
CCM
305
Cinctive Capital Management
New York
$2.69M -$3.93M -44,541 -61%
FNBSF
306
First National Bank Sioux Falls
South Dakota
$2.63M -$328K -3,717 -12%
FFA
307
Fortune Financial Advisors
Kansas
$2.63M -$88 -1 -0%
TAM
308
Tealwood Asset Management
Minnesota
$2.59M -$68K -770 -3%
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$2.59M +$10.3K +117 +0.4%
GT
310
Glenmede Trust
Pennsylvania
$2.56M +$220K +2,489 +10%
CAN
311
Cetera Advisor Networks
California
$2.54M +$200K +2,266 +9%
EI
312
Ethic Inc
New York
$2.47M +$186K +2,106 +9%
ORC
313
O'Rourke & Company
Massachusetts
$2.44M -$15.2K -172 -0.7%
NW
314
NewEdge Wealth
Pennsylvania
$2.38M -$1.77K -20 -0.1%
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$2.34M +$70.6K +800 +3%
BNP Paribas Asset Management
316
BNP Paribas Asset Management
France
$2.33M +$731K +8,277 +49%
KS
317
Karpas Strategies
Connecticut
$2.33M
RC
318
RBF Capital
California
$2.33M
Creative Planning
319
Creative Planning
Kansas
$2.31M +$289K +3,273 +15%
Focus Partners Wealth
320
Focus Partners Wealth
Massachusetts
$2.31M +$2.19M +24,749 New
Man Group
321
Man Group
United Kingdom
$2.3M +$2.18M +24,682 New
FFS
322
Founders Financial Securities
Maryland
$2.29M +$54K +612 +3%
CP
323
Cumberland Partners
Ontario, Canada
$2.24M
VMPIC
324
Varma Mutual Pension Insurance Co
Finland
$2.23M +$2.11M +23,900 New
Credit Agricole
325
Credit Agricole
France
$2.19M +$2.08M +23,507 New

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.