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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
326
Prudential plc
United Kingdom
$995K -$135K -2,011 -11%
AWA
327
Arete Wealth Advisors
Illinois
$966K +$11.3K +168 +1%
AWM
328
Apollon Wealth Management
South Carolina
$958K +$91.1K +1,360 +10%
Twin Tree Management
329
Twin Tree Management
Texas
$948K -$11.9M -177,201 -92%
MCM
330
Moore Capital Management
New York
$947K +$1M +15,000 New
KFA
331
Kelleher Financial Advisors
New York
$910K
RJT
332
Raymond James Trust
Florida
$886K -$201K -2,996 -18%
SCA
333
SMH Capital Advisors
Texas
$881K -$39.4K -589 -4%
IMC Chicago
334
IMC Chicago
Illinois
$872K +$925K +13,809 New
OWP
335
Old Well Partners
North Carolina
$872K
MPPW
336
Mitchell & Pahl Private Wealth
Oklahoma
$866K -$30.5K -456 -3%
Cetera Investment Advisers
337
Cetera Investment Advisers
Illinois
$864K +$42.7K +638 +5%
PPC
338
Park Place Capital
Alabama
$857K -$63.7K -951 -7%
Manulife (Manufacturers Life Insurance)
339
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$856K +$4.82K +72 +0.5%
CIBC Asset Management
340
CIBC Asset Management
Ontario, Canada
$848K -$279K -4,172 -24%
BWP
341
Baldwin Wealth Partners
Massachusetts
$830K
EDRH
342
Edmond de Rothschild Holding
Switzerland
$821K +$16.8K +251 +2%
RB
343
Renasant Bank
Mississippi
$795K -$47.3K -707 -5%
JFG
344
Jefferies Financial Group
New York
$786K +$833K +12,443 New
Prudential Financial
345
Prudential Financial
New Jersey
$779K -$20.1M -299,903 -95%
William Blair & Company
346
William Blair & Company
Illinois
$778K -$184K -2,751 -18%
MC
347
Moors & Cabot
Massachusetts
$771K +$13.2K +197 +2%
VNA
348
Valley National Advisers
Pennsylvania
$767K
AIMCA
349
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$765K +$811K +12,114 New
IA
350
IFP Advisors
Florida
$757K -$129K -1,921 -15%

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.