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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
VCS
376
Vaughan & Co Securities
New Jersey
$671K -$15.4K -259 -2%
DADC
377
D.A. Davidson & Co
Montana
$663K -$247K -4,152 -29%
CW
378
CIC Wealth
Maryland
$663K +$617K +10,390 New
SIC
379
Samalin Investment Counsel
New York
$646K -$54.6K -919 -8%
WCP
380
Welch Capital Partners
New York
$638K
AWM
381
Axxcess Wealth Management
California
$629K -$1.78K -30 -0.3%
WI
382
Wintrust Investments
Illinois
$613K
WSC
383
Wellington Shields & Co
New York
$610K +$5.94K +100 +1%
EGM
384
Engineers Gate Manager
New York
$607K -$2.4M -40,388 -81%
VI
385
Vestcor Inc
New Brunswick, Canada
$604K
UA
386
Unison Advisors
District of Columbia
$602K +$3.5K +59 +0.6%
IIM
387
InTrack Investment Management
Vermont
$582K +$46.3K +780 +9%
4WM
388
44 Wealth Management
Oregon
$582K +$86.8K +1,461 +19%
BCM
389
Basso Capital Management
Connecticut
$580K +$541K +9,100 New
IAIM
390
Industrial Alliance Investment Management
Quebec, Canada
$575K
JIP
391
Jaffetilchin Investment Partners
Florida
$574K -$49.1K -826 -8%
GI
392
GAMCO Investors
Connecticut
$568K -$65.3K -1,100 -11%
WANY
393
Wealthspire Advisors (New York)
New York
$566K +$527K +8,875 New
PFC
394
Poplar Forest Capital
California
$561K +$245K +4,129 +89%
SPC
395
Sigma Planning Corp
Michigan
$543K +$535 +9 +0.1%
NIMI
396
Natixis Investment Managers International
France
$541K +$197K +3,315 +64%
MP
397
McDonald Partners
Ohio
$536K +$5.94K +100 +1%
WW
398
Waterfront Wealth
Kansas
$528K
SWM
399
SeaCrest Wealth Management
New York
$525K +$416 +7 +0.1%
APG Asset Management
400
APG Asset Management
Netherlands
$524K

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.