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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
First Manhattan
326
First Manhattan
New York
$1.88M +$3.36K +40 +0.2%
M&T Bank
327
M&T Bank
New York
$1.87M -$99.1K -1,179 -5%
PWM
328
Purus Wealth Management
California
$1.87M +$2.35K +28 +0.1%
OAM
329
Oppenheimer Asset Management
New York
$1.86M -$16.1K -191 -0.9%
Wealthfront Advisers
330
Wealthfront Advisers
California
$1.86M +$287K +3,412 +20%
SEC
331
Seven Eight Capital
New York
$1.84M +$1.72M +20,473 New
API
332
Advisor Partners II
California
$1.82M -$46.4K -552 -3%
AGA
333
Accuvest Global Advisors
Utah
$1.8M +$695K +8,267 +70%
HH
334
Hilltop Holdings
Texas
$1.8M -$27.6K -328 -2%
National Bank of Canada
335
National Bank of Canada
Quebec, Canada
$1.79M -$17.7K -210 -1%
VM
336
Venator Management
Pennsylvania
$1.73M -$132K -1,575 -8%
EOJOAM
337
E. Ohman J:or Asset Management
Sweden
$1.69M
CCP
338
Carmel Capital Partners
California
$1.65M -$9.84K -117 -0.6%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$1.64M
PFS
340
Prospera Financial Services
Texas
$1.63M -$405K -4,822 -21%
PCIG
341
Partners Capital Investment Group
Massachusetts
$1.61M +$841K +10,000 +126%
BA
342
Bellwether Advisors
Nebraska
$1.6M +$1.5M +17,809 New
VPIM
343
Vanguard Personalized Indexing Management
California
$1.59M -$30.7K -365 -2%
AT
344
Arden Trust
Delaware
$1.59M -$467K -5,553 -24%
Vontobel Holding
345
Vontobel Holding
Switzerland
$1.59M +$1.01M +12,000 +212%
LTAS
346
Linden Thomas Advisory Services
North Carolina
$1.58M +$1.48M +17,646 New
IMRF
347
Illinois Municipal Retirement Fund
Illinois
$1.57M
RIL
348
Rothschild Investment LLC
Illinois
$1.56M -$29.3K -348 -2%
CCM
349
Corsair Capital Management
New York
$1.54M -$84 -1 -0%
Acadian Asset Management
350
Acadian Asset Management
Massachusetts
$1.52M +$1.16M +13,767 +423%

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.