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Apollo Global Management

399 hedge funds and large institutions have $8.29B invested in Apollo Global Management in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 152 increasing their positions, 108 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 45

41% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 108

12% more capital invested

Capital invested by funds: $7.43B → $8.29B (+$861M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 374399 (+25)

1.44% more ownership

Funds ownership: 72.44%73.88% (+1.4%)

43% less call options, than puts

Call options by funds: $91.6M | Put options by funds: $160M

Holders
399
Holders Change
+25
Holders Change %
+6.68%
% of All Funds
7.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
74
Increased
152
Reduced
108
Closed
45
Calls
$91.6M
Puts
$160M
Net Calls
-$68.3M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
351
Heritage Wealth Advisors
Virginia
$49K
MWA
352
Moser Wealth Advisors
Washington
$49K
MA
353
Montag & Associates
Georgia
$39K +$35.7K +800 New
NIM
354
NuWave Investment Management
New Jersey
$35K +$23.5K +527 +286%
CWM
355
Cranbrook Wealth Management
Michigan
$35K +$31.6K +707 New
BWA
356
Burt Wealth Advisors
Maryland
$33K
APA
357
American Portfolios Advisors
New York
$31.6K +$28.8K +645 New
PA
358
Parallel Advisors
California
$31K -$4.69K -105 -14%
CCM
359
Covington Capital Management
California
$27K
TWM
360
Tradition Wealth Management
Minnesota
$27K +$24.9K +558 New
NFSG
361
Newbridge Financial Services Group
Florida
$25K
HCP
362
Hexagon Capital Partners
Arkansas
$24K
WTC
363
WhitTier Trust Company
Nevada
$24K
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$22K
CFA
365
Carroll Financial Associates
North Carolina
$19K +$3.66K +82 +26%
HPC
366
HM Payson & Co
Maine
$19K +$17.5K +393 New
BSG
367
Black Swift Group
Colorado
$18K
EIP
368
Ellis Investment Partners
Pennsylvania
$17K -$15.7K -351 -50%
EWM
369
Edge Wealth Management
New York
$17K
FAM
370
Fred Alger Management
New York
$15K
CWP
371
Concord Wealth Partners
Virginia
$15K +$13.4K +300 New
GAM
372
Gemmer Asset Management
California
$15K +$13.4K +300 New
IFAM
373
Institutional & Family Asset Management
Colorado
$10K -$1.29K -29 -13%
PFO
374
Pathstone Family Office
New Jersey
$10K
WWM
375
Wolff Wiese Magana
California
$10K +$9.24K +207 New

APO Hedge Fund Activity: Q4 2020 in Review

399 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2020, worth a combined $8.29B — up 12% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new APO positions and 45 closed out — a net gain of 29 holders — while 152 added to existing stakes and 108 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $48.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $54.2M.

  • 399 institutional investors held Apollo Global Management (APO) as of Q4 2020, up from 374 in Q3 2020.
  • Funds reported $8.29B of Apollo Global Management stock for Q4 2020, up 12% quarter-over-quarter.
  • 74 funds opened new Apollo Global Management positions in Q4 2020 and 45 closed out, a net change of +29 holders.
  • The largest Apollo Global Management buyer in Q4 2020 was AllianceBernstein, an estimated $48.4M added.
  • The largest Apollo Global Management seller in Q4 2020 was Massachusetts Financial Services, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2020.