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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
CCM
401
Covington Capital Management
California
$26K
NFSG
402
Newbridge Financial Services Group
Florida
$25K +$1.22K +25 +5%
WTC
403
WhitTier Trust Company
Nevada
$24K
OCM
404
Orion Capital Management
California
$24K +$24.3K +500 New
HCP
405
Hexagon Capital Partners
Arkansas
$23K
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$22K
CFA
407
Carroll Financial Associates
North Carolina
$18K
HPC
408
HM Payson & Co
Maine
$18K
MWP
409
Meridian Wealth Partners
Pennsylvania
$18K +$18.2K +375 New
EIP
410
Ellis Investment Partners
Pennsylvania
$17K +$195 +4 +1%
EWM
411
Edge Wealth Management
New York
$16K
NFG
412
Next Financial Group
Texas
$16K +$12K +246 +280%
CWP
413
Concord Wealth Partners
Virginia
$14K
EP
414
Eudaimonia Partners
Tennessee
$13K +$13.8K +283 New
WWM
415
Wolff Wiese Magana
California
$10K
RWB
416
RMR Wealth Builders
New Jersey
$10K +$5.06K +104 +90%
ACM
417
Allred Capital Management
Texas
$9.73K +$10.1K +207 New
AIM
418
Anchor Investment Management
South Carolina
$9.4K
POIA
419
Pin Oak Investment Advisors
Texas
$9K -$1.74M -35,675 -99%
IFAM
420
Institutional & Family Asset Management
Colorado
$9K
AIC
421
Ameritas Investment Company
Nebraska
$8.52K +$8.81K +181 New
GI
422
Gradient Investments
Minnesota
$8K -$11M -227,103 -100%
LC
423
Lindbrook Capital
California
$8K +$8.13K +167 New
EWA
424
Evolution Wealth Advisors
Florida
$7K +$6.91K +142 New
ETC
425
Exchange Traded Concepts
Oklahoma
$7K +$7.49K +154 New

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.