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Apollo Global Management

674 hedge funds and large institutions have $21.2B invested in Apollo Global Management in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 243 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 51

40% more capital invested

Capital invested by funds: $15.1B → $21.2B (+$6.08B)

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

20% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 203

10% more funds holding

Funds holding: 610674 (+64)

1.41% less ownership

Funds ownership: 57.19%55.78% (-1.4%)

40% less call options, than puts

Call options by funds: $246M | Put options by funds: $413M

Holders
674
Holders Change
+64
Holders Change %
+10.49%
% of All Funds
10.83%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.71%
New
126
Increased
243
Reduced
203
Closed
51
Calls
$246M
Puts
$413M
Net Calls
-$167M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
RB
351
Renasant Bank
Mississippi
$848K +$89.3K +1,504 +13%
Acadian Asset Management
352
Acadian Asset Management
Massachusetts
$841K +$517K +8,704 +194%
BWP
353
Baldwin Wealth Partners
Massachusetts
$839K
Cetera Investment Advisers
354
Cetera Investment Advisers
Illinois
$832K +$466K +7,844 +151%
PP
355
Paloma Partners
Connecticut
$829K +$772K +12,991 New
VNA
356
Valley National Advisers
Pennsylvania
$820K
EDRH
357
Edmond de Rothschild Holding
Switzerland
$813K
DC
358
Davenport & Co
Virginia
$806K -$48.6K -818 -6%
SIG
359
Stonegate Investment Group
Alabama
$805K -$28.4K -478 -4%
TPCW
360
TD Private Client Wealth
New York
$786K +$139K +2,334 +23%
Bank of Nova Scotia
361
Bank of Nova Scotia
Ontario, Canada
$771K +$199K +3,344 +38%
MC
362
Moors & Cabot
Massachusetts
$766K +$38.4K +647 +6%
HA
363
Harbor Advisors
Florida
$762K +$59 +1 +0%
BRWA
364
B. Riley Wealth Advisors
Florida
$746K -$42.6K -717 -6%
GT
365
Glenmede Trust
Pennsylvania
$738K +$417K +7,018 +154%
MNBTD
366
Moody National Bank Trust Division
Texas
$727K
GC
367
Guggenheim Capital
Illinois
$723K +$11K +186 +2%
VanEck Associates
368
VanEck Associates
New York
$718K +$3.09K +52 +0.5%
CAM
369
Cresset Asset Management
Illinois
$700K +$39.9K +672 +7%
BIAS
370
Beacon Investment Advisory Services
New Jersey
$698K +$233K +3,925 +56%
SAM
371
Seelaus Asset Management
New Jersey
$691K +$255K +4,300 +66%
WT
372
Whittier Trust
California
$687K -$27.4K -461 -4%
MCCA
373
Mill Creek Capital Advisors
Pennsylvania
$685K +$638K +10,738 New
NSIM
374
North Star Investment Management
Illinois
$684K
FANJ
375
Financial Architects (New Jersey)
New Jersey
$684K

APO Hedge Fund Activity: Q4 2022 in Review

674 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2022, worth a combined $21.2B — up 40% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new APO positions and 51 closed out — a net gain of 75 holders — while 243 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Janus Henderson Group, cutting an estimated $213M.

  • 674 institutional investors held Apollo Global Management (APO) as of Q4 2022, up from 610 in Q3 2022.
  • Funds reported $21.2B of Apollo Global Management stock for Q4 2022, up 40% quarter-over-quarter.
  • 126 funds opened new Apollo Global Management positions in Q4 2022 and 51 closed out, a net change of +75 holders.
  • The largest Apollo Global Management buyer in Q4 2022 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Apollo Global Management seller in Q4 2022 was Janus Henderson Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2022.