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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
351
Harbor Advisors
Florida
$755K
ZF
352
Zhang Financial
Michigan
$752K -$137K -2,040 -15%
CMANY
353
Capital Management Associates (New York)
New York
$745K -$243K -3,625 -24%
GT
354
Glenmede Trust
Pennsylvania
$729K -$1.07K -16 -0.1%
Allspring Global Investments
355
Allspring Global Investments
North Carolina
$727K -$574K -8,574 -43%
MNBTD
356
Moody National Bank Trust Division
Texas
$720K
LCS
357
Levin Capital Strategies
New York
$720K +$763K +11,400 New
SIG
358
Stonegate Investment Group
Alabama
$717K -$84.4K -1,260 -10%
CP
359
Cumberland Partners
Ontario, Canada
$711K +$753K +11,250 New
Man Group
360
Man Group
United Kingdom
$700K -$6.57M -98,082 Closed
MML Investors Services
361
MML Investors Services
Massachusetts
$695K -$229K -3,423 -24%
PAG
362
Private Advisor Group
New Jersey
$681K -$2.08K -31 -0.3%
MCCA
363
Mill Creek Capital Advisors
Pennsylvania
$678K
NSIM
364
North Star Investment Management
Illinois
$678K
BRWA
365
B. Riley Wealth Advisors
Florida
$675K -$67.8K -1,012 -9%
CAM
366
Cresset Asset Management
Illinois
$670K -$23.6K -353 -3%
CW
367
CIC Wealth
Maryland
$663K +$6.76K +101 +1%
WANY
368
Wealthspire Advisors (New York)
New York
$652K +$97.4K +1,454 +16%
DADC
369
D.A. Davidson & Co
Montana
$649K -$6.7K -100 -1%
FPCP
370
Fort Point Capital Partners
California
$632K +$670K +10,000 New
AWM
371
Axxcess Wealth Management
California
$625K +$2.34K +35 +0.4%
SIC
372
Samalin Investment Counsel
New York
$624K -$16.7K -250 -2%
CC
373
Cipher Capital
New York
$614K +$652K +9,729 New
WI
374
Wintrust Investments
Illinois
$607K
WSC
375
Wellington Shields & Co
New York
$604K

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.