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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
AWM
326
Axxcess Wealth Management
California
$2.18M +$1.25M +14,168 +154%
RCG
327
Resource Consulting Group
Florida
$2.16M
BAMCO Inc
328
BAMCO Inc
New York
$2.14M
EC
329
Estate Counselors
Wisconsin
$2.13M
RL
330
Retireful LLC
Michigan
$2.13M -$429K -4,864 -18%
USCWA
331
U.S. Capital Wealth Advisors
Texas
$2.12M -$272K -3,085 -12%
Wealthfront Advisers
332
Wealthfront Advisers
California
$2.04M +$107K +1,207 +6%
AWM
333
AE Wealth Management
Kansas
$2.03M +$1.3M +14,756 +271%
Macquarie Group
334
Macquarie Group
Australia
$1.99M +$474K +5,365 +34%
HH
335
Hilltop Holdings
Texas
$1.96M +$89K +1,008 +5%
First Manhattan
336
First Manhattan
New York
$1.95M +$353 +4 +0%
PWM
337
Purus Wealth Management
California
$1.95M +$7.86K +89 +0.4%
OAM
338
Oppenheimer Asset Management
New York
$1.94M +$3.88K +44 +0.2%
CP
339
CenterBook Partners
Connecticut
$1.93M +$686K +7,769 +60%
ECU
340
Eisler Capital (UK)
United Kingdom
$1.91M -$1.06M -12,060 -37%
WVP
341
Worth Venture Partners
New Jersey
$1.86M -$662K -7,501 -27%
QCM
342
QRG Capital Management
Illinois
$1.82M +$246K +2,787 +17%
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$1.81M +$1.71M +19,400 New
VM
344
Venator Management
Pennsylvania
$1.77M -$30K -340 -2%
Vontobel Holding
345
Vontobel Holding
Switzerland
$1.75M +$101K +1,146 +6%
LTAS
346
Linden Thomas Advisory Services
North Carolina
$1.74M +$95.1K +1,077 +6%
M&T Bank
347
M&T Bank
New York
$1.73M -$199K -2,250 -11%
CCP
348
Carmel Capital Partners
California
$1.71M -$3.35K -38 -0.2%
AWS
349
Atria Wealth Solutions
New York
$1.71M -$439K -4,971 -21%
RCAG
350
Rehmann Capital Advisory Group
Michigan
$1.7M +$177 +2 +0%

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.