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Apollo Global Management

616 hedge funds and large institutions have $19B invested in Apollo Global Management in 2022 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 225 increasing their positions, 87 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 87

120% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 104

37% more capital invested

Capital invested by funds: $13.8B → $19B (+$5.17B)

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

24% more funds holding

Funds holding: 496616 (+120)

3% less call options, than puts

Call options by funds: $317M | Put options by funds: $327M

23.88% less ownership

Funds ownership: 77.69%53.81% (-24%)

Holders
616
Holders Change
+120
Holders Change %
+24.19%
% of All Funds
9.72%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.52%
New
229
Increased
225
Reduced
87
Closed
104
Calls
$317M
Puts
$327M
Net Calls
-$10.1M
Net Calls Change
-$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
401
BBR Partners
New York
$428K
MIM
402
Merrion Investment Management
New Jersey
$427K
AAS
403
Ameritas Advisory Services
Nebraska
$427K +$127K +1,936 +39%
BAM
404
Belpointe Asset Management
Nevada
$426K +$592 +9 +0.1%
WA
405
Wambolt & Associates
Colorado
$422K +$445K +6,763 New
WW
406
Waterfront Wealth
Kansas
$421K
VCM
407
Vivaldi Capital Management
Illinois
$421K +$511K +7,769 New
Baird Financial Group
408
Baird Financial Group
Wisconsin
$420K +$245K +3,730 +122%
CG
409
Cutler Group
California
$414K -$738K -11,222 -63%
PSUF
410
People's United Financial
Connecticut
$410K +$435K +6,611 New
LCS
411
Levin Capital Strategies
New York
$406K -$65.8K -1,000 -13%
SF
412
Synovus Financial
Georgia
$405K +$434K +6,592 New
CCM
413
Compton Capital Management
Rhode Island
$403K
NGA
414
Naples Global Advisors
Florida
$403K
TSS
415
Two Sigma Securities
New York
$403K +$428K +6,505 New
BMSSC
416
B. Metzler seel. Sohn & Co
Germany
$395K +$195K +2,971 +87%
US Bancorp
417
US Bancorp
Minnesota
$390K +$262K +3,989 +174%
SWA
418
SFMG Wealth Advisors
Texas
$390K +$414K +6,298 New
BCM
419
Becker Capital Management
Oregon
$387K +$411K +6,250 New
FG
420
Fiduciary Group
Georgia
$384K +$169K +2,574 +52%
HCM
421
Hollencrest Capital Management
California
$377K +$6.58K +100 +2%
FI
422
Fractal Investments
Connecticut
$375K +$397K +6,042 New
ECM
423
Engine Capital Management
New York
$374K -$10.6M -161,100 -96%
VI
424
Vestcor Inc
New Brunswick, Canada
$374K +$254K +3,861 +177%
LIA
425
LSP Investment Advisors
New York
$372K

APO Hedge Fund Activity: Q1 2022 in Review

616 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2022, worth a combined $19B — up 37% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new APO positions and 104 closed out — a net gain of 125 holders — while 225 added to existing stakes and 87 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Tiger Global Management, cutting an estimated $370M.

  • 616 institutional investors held Apollo Global Management (APO) as of Q1 2022, up from 496 in Q4 2021.
  • Funds reported $19B of Apollo Global Management stock for Q1 2022, up 37% quarter-over-quarter.
  • 229 funds opened new Apollo Global Management positions in Q1 2022 and 104 closed out, a net change of +125 holders.
  • The largest Apollo Global Management buyer in Q1 2022 was Capital World Investors, an estimated $1.23B added.
  • The largest Apollo Global Management seller in Q1 2022 was Tiger Global Management, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2022.