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Apollo Global Management

440 hedge funds and large institutions have $8.61B invested in Apollo Global Management in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 156 increasing their positions, 111 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

41% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 111

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

10% more funds holding

Funds holding: 399440 (+41)

5.06% more ownership

Funds ownership: 73.88%78.95% (+5.1%)

4% more capital invested

Capital invested by funds: $8.29B → $8.61B (+$322M)

20% less call options, than puts

Call options by funds: $139M | Put options by funds: $173M

Holders
440
Holders Change
+41
Holders Change %
+10.28%
% of All Funds
7.73%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
96
Increased
156
Reduced
111
Closed
49
Calls
$139M
Puts
$173M
Net Calls
-$33.7M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
326
Fidelity International
Bermuda
$298K -$45.1K -928 -13%
KWM
327
Kingsview Wealth Management
Oregon
$297K +$301K +6,194 New
FBB
328
Fulton Breakefield Broenniman
Maryland
$297K +$308K +6,321 New
Chevy Chase Trust
329
Chevy Chase Trust
Maryland
$296K -$200K -4,107 -39%
NGA
330
Naples Global Advisors
Florida
$296K -$73K -1,500 -19%
BCM
331
Becker Capital Management
Oregon
$294K +$304K +6,250 New
AA
332
Ancora Advisors
Ohio
$293K -$6.76K -139 -2%
MC
333
Moors & Cabot
Massachusetts
$289K +$48.7K +1,000 +19%
RCA
334
Reitz Capital Advisors
Michigan
$284K -$65.8K -1,353 -18%
SWP
335
Stratos Wealth Partners
Ohio
$283K -$18.5K -380 -6%
IF
336
Intrua Financial
Texas
$282K
TGAM
337
TBH Global Asset Management
Tennessee
$282K
MTIM
338
Marathon Trading Investment Management
Pennsylvania
$277K +$48.7K +1,000 +20%
IRF
339
IBM Retirement Fund
New York
$273K -$27.9K -574 -9%
BIAS
340
Beacon Investment Advisory Services
New Jersey
$268K -$2.43K -50 -0.9%
MHIC
341
Marble Harbor Investment Counsel
Massachusetts
$268K
M&T Bank
342
M&T Bank
New York
$267K -$105K -2,165 -28%
GSWM
343
Golden State Wealth Management
California
$261K -$264K -5,426 -49%
Acadian Asset Management
344
Acadian Asset Management
Massachusetts
$260K +$77.4K +1,590 +40%
MML Investors Services
345
MML Investors Services
Massachusetts
$259K +$268K +5,510 New
SDWIA
346
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$256K
WI
347
Wintrust Investments
Illinois
$256K +$265K +5,445 New
AFM
348
Abbot Financial Management
Massachusetts
$254K
Lido Advisors
349
Lido Advisors
California
$253K
MYAM
350
Meiji Yasuda Asset Management
Japan
$243K +$29.2K +601 +13%

APO Hedge Fund Activity: Q1 2021 in Review

440 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2021, worth a combined $8.61B — up 3.9% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new APO positions and 49 closed out — a net gain of 47 holders — while 156 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $201M.

  • 440 institutional investors held Apollo Global Management (APO) as of Q1 2021, up from 399 in Q4 2020.
  • Funds reported $8.61B of Apollo Global Management stock for Q1 2021, up 3.9% quarter-over-quarter.
  • 96 funds opened new Apollo Global Management positions in Q1 2021 and 49 closed out, a net change of +47 holders.
  • The largest Apollo Global Management buyer in Q1 2021 was Charles Schwab, an estimated $80.5M added.
  • The largest Apollo Global Management seller in Q1 2021 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2021.