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Apollo Global Management

758 hedge funds and large institutions have $28.7B invested in Apollo Global Management in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 44

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.18B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

9% more funds holding

Funds holding: 694758 (+64)

5% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 247

0.09% more ownership

Funds ownership: 56.26%56.35% (+0.09%)

7% less call options, than puts

Call options by funds: $471M | Put options by funds: $504M

Holders
758
Holders Change
+64
Holders Change %
+9.22%
% of All Funds
12.03%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.71%
New
118
Increased
260
Reduced
247
Closed
44
Calls
$471M
Puts
$504M
Net Calls
-$33.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
376
Old Well Partners
North Carolina
$1.24M
BWP
377
Baldwin Wealth Partners
Massachusetts
$1.18M
SO
378
STRS Ohio
Ohio
$1.18M +$1.1M +13,132 New
EDRH
379
Edmond de Rothschild Holding
Switzerland
$1.17M
HCA
380
Harbour Capital Advisors
Virginia
$1.17M
CP
381
CenterBook Partners
Connecticut
$1.16M -$103K -1,230 -9%
NSIM
382
North Star Investment Management
Illinois
$1.14M +$168K +2,000 +19%
MC
383
Moors & Cabot
Massachusetts
$1.14M +$8.07K +96 +0.8%
MPPW
384
Mitchell & Pahl Private Wealth
Oklahoma
$1.14M -$37.1K -441 -3%
SCA
385
SMH Capital Advisors
Texas
$1.1M -$136K -1,620 -12%
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$1.09M +$373K +4,437 +57%
William Blair & Company
387
William Blair & Company
Illinois
$1.09M +$24.3K +289 +2%
BTWM
388
Baker Tilly Wealth Management
Wisconsin
$1.08M -$2.52M -29,980 -71%
HA
389
Harbor Advisors
Florida
$1.07M -$84 -1 -0%
Cetera Investment Advisers
390
Cetera Investment Advisers
Illinois
$1.07M -$65.6K -781 -6%
AWA
391
Arete Wealth Advisors
Illinois
$1.07M -$299K -3,558 -23%
CMANY
392
Capital Management Associates (New York)
New York
$1.06M -$168 -2 -0%
RJT
393
Raymond James Trust
Florida
$1.06M -$206K -2,445 -17%
O
394
Ossiam
France
$1.05M +$360K +4,278 +58%
PI
395
PFG Investments
New York
$1.04M +$428K +5,086 +78%
MCCA
396
Mill Creek Capital Advisors
Pennsylvania
$1.04M +$14.8K +176 +2%
BRWA
397
B. Riley Wealth Advisors
Florida
$1.04M +$97.4K +1,159 +11%
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
$1.04M -$400K -4,758 -29%
MNBTD
399
Moody National Bank Trust Division
Texas
$1.02M
ZF
400
Zhang Financial
Michigan
$1.01M -$19.1K -227 -2%

APO Hedge Fund Activity: Q3 2023 in Review

758 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new APO positions and 44 closed out — a net gain of 74 holders — while 260 added to existing stakes and 247 trimmed.

The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 758 institutional investors held Apollo Global Management (APO) as of Q3 2023, up from 694 in Q2 2023.
  • Funds reported $28.7B of Apollo Global Management stock for Q3 2023, up 17% quarter-over-quarter.
  • 118 funds opened new Apollo Global Management positions in Q3 2023 and 44 closed out, a net change of +74 holders.
  • The largest Apollo Global Management buyer in Q3 2023 was Millennium Management, an estimated $160M added.
  • The largest Apollo Global Management seller in Q3 2023 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.