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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
GPGA
351
Grandeur Peak Global Advisors
Utah
$1.69M +$1.6M +18,092 New
BWCS
352
Beirne Wealth Consulting Services
Connecticut
$1.68M +$37.6K +426 +2%
PCIG
353
Partners Capital Investment Group
Massachusetts
$1.67M +$3.35K +38 +0.2%
CC
354
Centiva Capital
New York
$1.67M +$1.58M +17,942 New
ZF
355
Zhang Financial
Michigan
$1.64M +$558K +6,319 +56%
IMRF
356
Illinois Municipal Retirement Fund
Illinois
$1.63M
AT
357
Arden Trust
Delaware
$1.63M -$20.5K -232 -1%
EF
358
Empowered Funds
Pennsylvania
$1.63M +$1.23M +13,953 +399%
BFG
359
Bleakley Financial Group
New Jersey
$1.6M -$545K -6,176 -26%
SS
360
Simplicity Solutions
Minnesota
$1.6M -$545K -6,176 -26%
CCM
361
Corsair Capital Management
New York
$1.6M
GCA
362
Genesee Capital Advisors
New York
$1.58M +$113K +1,278 +8%
PFS
363
Prospera Financial Services
Texas
$1.56M -$123K -1,395 -8%
AWM
364
Apollon Wealth Management
South Carolina
$1.56M +$37K +419 +3%
AA
365
ALPS Advisors
Colorado
$1.54M +$119K +1,350 +9%
RFA
366
Register Financial Advisors
Georgia
$1.53M -$8.83K -100 -0.6%
MIA
367
MMBG Investment Advisors
Florida
$1.52M
DA
368
Doliver Advisors
Texas
$1.52M -$5.83K -66 -0.4%
PP
369
Prudential plc
United Kingdom
$1.51M -$2.74K -31 -0.2%
CSS
370
Cubist Systematic Strategies
Connecticut
$1.48M +$1.4M +15,869 New
HIA
371
Harbor Investment Advisory
Maryland
$1.45M -$30.9K -350 -2%
FHWM
372
Fox Hill Wealth Management
Massachusetts
$1.43M +$1.36M +15,381 New
EOJOAM
373
E. Ohman J:or Asset Management
Sweden
$1.41M -$327K -3,700 -20%
LAM
374
LECAP Asset Management
United Kingdom
$1.41M +$1.33M +15,085 New
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$1.41M +$256K +2,902 +24%

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.