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Apollo Global Management
APO

448 hedge funds and large institutions have $12.2B invested in Apollo Global Management in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 176 increasing their positions, 103 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 103

41% more capital invested

Capital invested by funds: $8.61B → $12.2B (+$3.55B)

15% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 72

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

5.24% more ownership

Funds ownership: 78.95% → 84.19% (+5.2%)

2% more funds holding

Funds holding: 440 → 448 (+8)

15% less call options, than puts

Call options by funds: $177M | Put options by funds: $209M

Holders
448
Holders Change
+8
Holders Change %
+1.82%
% of All Funds
7.8%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.31%
New
83
Increased
176
Reduced
103
Closed
72
Calls
$177M
Puts
$209M
Net Calls
-$31.5M
Net Calls Change
+$2.18M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$233M
2
BlackRock
BlackRock
New York
+$205M
3
Invesco
Invesco
Georgia
+$196M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$168M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$138M

Top Sellers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
-$214M
2
Citadel Advisors
Citadel Advisors
Florida
-$58.1M
3
RCMNY
Rubric Capital Management (New York)
New York
-$53.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$52.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$50.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
351
ProVise Management Group
Florida
$294K – – –
RIA
352
Realta Investment Advisors
Delaware
$289K +$10.1K +183 +4%
WI
353
Wintrust Investments
Illinois
$280K -$52.2K -941 -17%
AIM
354
Allen Investment Management
New York
$280K – – –
MWM
355
Midwest Wealth Management
Indiana
$277K +$247K +4,456 New
FG
356
Fiduciary Group
Georgia
$276K +$40.2K +725 +19%
HCM
357
Hollencrest Capital Management
California
$275K +$4.55K +82 +2%
PG
358
Proffitt & Goodson
Tennessee
$267K – – –
JWCA
359
J.W. Cole Advisors
Florida
$266K +$237K +4,271 New
4WM
360
44 Wealth Management
Oregon
$259K +$231K +4,164 New
CAI
361
Capital Advisors Inc
Oklahoma
$249K +$222K +4,000 New
FFWM
362
Future Financial Wealth Management
Ohio
$249K +$222K +4,000 New
HNB
363
Huntington National Bank
Ohio
$249K +$222K +4,000 New
Baird Financial Group
364
Baird Financial Group
Wisconsin
$248K +$221K +3,982 New
Macquarie Group
365
Macquarie Group
Australia
$247K – – –
SFPG
366
Stonebridge Financial Planning Group
Florida
$245K -$166K -3,000 -43%
MYAM
367
Meiji Yasuda Asset Management
Japan
$245K -$68.3K -1,231 -24%
Prudential Financial
368
Prudential Financial
New Jersey
$234K +$209K +3,760 New
Boston Partners
369
Boston Partners
Massachusetts
$227K +$202K +3,643 New
HCM
370
Hodges Capital Management
Texas
$224K +$200K +3,600 New
SM
371
SG3 Management
Puerto Rico
$218K -$3.69M -66,500 -95%
RIG
372
Roosevelt Investment Group
New York
$217K +$193K +3,481 New
AIC
373
Ameritas Investment Company
Nebraska
$208K +$175K +3,157 +1,744%
CAMG
374
CWA Asset Management Group
Florida
$208K +$183K +3,300 New
CCA
375
Catalyst Capital Advisors
New York
$205K +$183K +3,300 New
13 14
15
16 17

APO Hedge Fund Activity: Q2 2021 in Review

448 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q2 2021, worth a combined $12.2B — up 41% from $8.61B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new APO positions and 72 closed out — a net gain of 11 holders — while 176 added to existing stakes and 103 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $233M. The largest seller was Tiger Global Management, cutting an estimated $214M.

  • 448 institutional investors held Apollo Global Management (APO) as of Q2 2021, up from 440 in Q1 2021.
  • Funds reported $12.2B of Apollo Global Management stock for Q2 2021, up 41% quarter-over-quarter.
  • 83 funds opened new Apollo Global Management positions in Q2 2021 and 72 closed out, a net change of +11 holders.
  • The largest Apollo Global Management buyer in Q2 2021 was T. Rowe Price Associates, an estimated $233M added.
  • The largest Apollo Global Management seller in Q2 2021 was Tiger Global Management, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2021.