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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
UA
376
Unison Advisors
District of Columbia
$601K +$4.89K +73 +0.8%
VI
377
Vestcor Inc
New Brunswick, Canada
$595K -$3.15K -47 -0.5%
IIM
378
InTrack Investment Management
Vermont
$595K +$30.1K +450 +5%
TMAM
379
Tokio Marine Asset Management
Japan
$589K +$95.9K +1,432 +18%
VanEck Associates
380
VanEck Associates
New York
$577K -$142K -2,126 -19%
BCM
381
Basso Capital Management
Connecticut
$575K
TPCW
382
TD Private Client Wealth
New York
$571K -$221K -3,294 -27%
JIP
383
Jaffetilchin Investment Partners
Florida
$569K +$603 +9 +0.1%
BAMCO Inc
384
BAMCO Inc
New York
$568K +$603K +9,000 New
MGP
385
Metis Global Partners
California
$554K +$258K +3,851 +78%
API
386
Advisor Partners II
California
$551K +$584K +8,716 New
MP
387
McDonald Partners
Ohio
$542K +$11.7K +175 +2%
SWM
388
SeaCrest Wealth Management
New York
$538K +$19.6K +292 +4%
SG
389
Stonnington Group
California
$535K +$100K +1,500 +22%
SPC
390
Sigma Planning Corp
Michigan
$534K -$3.01K -45 -0.5%
AWM
391
Avitas Wealth Management
California
$506K +$58.5K +874 +12%
Bank of Nova Scotia
392
Bank of Nova Scotia
Ontario, Canada
$505K -$273K -4,075 -34%
BIAS
393
Beacon Investment Advisory Services
New Jersey
$502K -$201K -3,000 -27%
BAM
394
Brave Asset Management
New Jersey
$501K
BMSSC
395
B. Metzler seel. Sohn & Co
Germany
$500K
FG
396
Fiduciary Group
Georgia
$497K +$18.1K +271 +4%
CSPAM
397
Cary Street Partners Asset Management
Virginia
$496K
APG Asset Management
398
APG Asset Management
Netherlands
$477K
GRP
399
Global Retirement Partners
California
$475K +$148K +2,215 +40%
US Bancorp
400
US Bancorp
Minnesota
$472K +$31.3K +467 +7%

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.