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Apollo Global Management

440 hedge funds and large institutions have $8.61B invested in Apollo Global Management in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 156 increasing their positions, 111 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

41% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 111

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

10% more funds holding

Funds holding: 399440 (+41)

5.06% more ownership

Funds ownership: 73.88%78.95% (+5.1%)

4% more capital invested

Capital invested by funds: $8.29B → $8.61B (+$322M)

20% less call options, than puts

Call options by funds: $139M | Put options by funds: $173M

Holders
440
Holders Change
+41
Holders Change %
+10.28%
% of All Funds
7.73%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
96
Increased
156
Reduced
111
Closed
49
Calls
$139M
Puts
$173M
Net Calls
-$33.7M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
376
First Manhattan
New York
$130K
PAM
377
Panagora Asset Management
Massachusetts
$118K +$122K +2,513 New
CAPTRUST Financial Advisors
378
CAPTRUST Financial Advisors
North Carolina
$111K +$27.8K +571 +32%
LS
379
Livforsakringsbolaget Skandia
Sweden
$103K
CM
380
Castleark Management
Illinois
$100K -$167K -3,425 -62%
AWA
381
Arkadios Wealth Advisors
Georgia
$96K +$1.17K +24 +1%
SO
382
STRS Ohio
Ohio
$92K
US Bancorp
383
US Bancorp
Minnesota
$90K +$16K +329 +21%
S
384
SignatureFD
Georgia
$76K -$213K -4,380 -73%
NIM
385
NuWave Investment Management
New Jersey
$73K +$40.9K +840 +118%
TH
386
TCTC Holdings
Texas
$59K +$61.3K +1,259 New
SAM
387
Shell Asset Management
Netherlands
$57K
MWC
388
MBM Wealth Consultants
Missouri
$56K -$16.1K -330 -22%
HI
389
Harbour Investments
Wisconsin
$54K +$55.4K +1,138 New
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$51K +$2.09K +43 +4%
SWA
391
SOA Wealth Advisors
New York
$50K +$52.4K +1,077 New
HWA
392
Heritage Wealth Advisors
Virginia
$47K
MWA
393
Moser Wealth Advisors
Washington
$47K
APA
394
American Portfolios Advisors
New York
$43.6K +$13.7K +282 +44%
SOW
395
State of Wyoming
Wyoming
$43K +$44.6K +916 New
MA
396
Montag & Associates
Georgia
$38K
CWM
397
Cranbrook Wealth Management
Michigan
$33K
AIL
398
AGF Investments LLC
Ontario, Canada
$31K +$32.1K +660 New
PA
399
Parallel Advisors
California
$30K
TWM
400
Tradition Wealth Management
Minnesota
$27K +$292 +6 +1%

APO Hedge Fund Activity: Q1 2021 in Review

440 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2021, worth a combined $8.61B — up 3.9% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new APO positions and 49 closed out — a net gain of 47 holders — while 156 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $201M.

  • 440 institutional investors held Apollo Global Management (APO) as of Q1 2021, up from 399 in Q4 2020.
  • Funds reported $8.61B of Apollo Global Management stock for Q1 2021, up 3.9% quarter-over-quarter.
  • 96 funds opened new Apollo Global Management positions in Q1 2021 and 49 closed out, a net change of +47 holders.
  • The largest Apollo Global Management buyer in Q1 2021 was Charles Schwab, an estimated $80.5M added.
  • The largest Apollo Global Management seller in Q1 2021 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2021.