Apollo Global Management
317 hedge funds and large institutions have $5.39B invested in Apollo Global Management in 2020 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 102 increasing their positions, 86 reducing their positions, and 71 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 86
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
6% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 71
0% less funds holding
Funds holding: 318 → 317 (-1)
2.77% less ownership
Funds ownership: 72.36% → 69.58% (-2.8%)
24% less call options, than puts
Call options by funds: $59.6M | Put options by funds: $78.9M
30% less capital invested
Capital invested by funds: $7.71B → $5.39B (-$2.32B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$127M |
| 2 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$115M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$109M |
| 4 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$57.5M |
| 5 |
LCM
Lakewood Capital Management
New York
|
+$55.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
-$161M |
| 2 |
JP Morgan Chase
New York
|
-$117M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$93.6M |
| 4 |
Citigroup
New York
|
-$78.7M |
| 5 |
SC
Samlyn Capital
New York
|
-$68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$91K | -1,918 | Closed |
|
|
CG
377
Cutler Group
San Francisco,
California
| – | -$65.2K | -1,518 | Closed |
|
|
RIA
378
Realta Investment Advisors
Wilmington,
Delaware
| – | -$43K | -975 | Closed |
|
|
HIM
379
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$24K | -500 | Closed |
|
|
SL
380
Salomon & Ludwin
Richmond,
Virginia
| – | -$21K | -437 | Closed |
|
|
PGAM
381
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$14 | -300 | Closed |
|
|
APA
382
American Portfolios Advisors
Holbrook,
New York
| – | -$10.9K | -228 | Closed |
|
383
Simplex Trading
Chicago,
Illinois
| – | -$7.99K | -186 | Closed |
|
|
ACM
384
Allred Capital Management
Dallas,
Texas
| – | -$7.87K | -165 | Closed |
|
|
HNB
385
Huntington National Bank
Columbus,
Ohio
| – | -$3K | -71 | Closed |
|
|
GWM
386
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -35 | Closed |
|
|
GDP
387
Great Diamond Partners
Portland,
Maine
| – | -$1K | -27 | Closed |
|
|
CFB
388
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$1K | -15 | Closed |
|
APO Hedge Fund Activity: Q1 2020 in Review
317 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2020, worth a combined $5.39B — down 30% from $7.71B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new APO positions and 71 closed out — a net gain of 4 holders — while 102 added to existing stakes and 86 trimmed.
The largest buyer was Invesco, adding an estimated $127M. The largest seller was Tiger Global Management, cutting an estimated $161M.
- 317 institutional investors held Apollo Global Management (APO) as of Q1 2020, down from 318 in Q4 2019.
- Funds reported $5.39B of Apollo Global Management stock for Q1 2020, down 30% quarter-over-quarter.
- 75 funds opened new Apollo Global Management positions in Q1 2020 and 71 closed out, a net change of +4 holders.
- The largest Apollo Global Management buyer in Q1 2020 was Invesco, an estimated $127M added.
- The largest Apollo Global Management seller in Q1 2020 was Tiger Global Management, an estimated $161M sold.
Based on aggregated 13F filings for Q1 2020.