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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
VCM
401
Vivaldi Capital Management
Illinois
$507K
BAM
402
Brave Asset Management
New Jersey
$506K
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$505K
TMAM
404
Tokio Marine Asset Management
Japan
$504K +$38.7K +651 +9%
CM
405
Capula Management
Cayman Islands
$502K -$57.4K -966 -11%
BAM
406
Belpointe Asset Management
Nevada
$501K -$150K -2,531 -24%
CSPAM
407
Cary Street Partners Asset Management
Virginia
$501K
Squarepoint
408
Squarepoint
New York
$499K +$464K +7,819 New
CAPTRUST Financial Advisors
409
CAPTRUST Financial Advisors
North Carolina
$489K -$625K -10,529 -58%
FG
410
Fiduciary Group
Georgia
$485K -$4.63K -78 -1%
EWM
411
Evercore Wealth Management
New York
$484K
SC
412
Slow Capital
California
$475K -$2.38K -40 -0.5%
GFS
413
GYL Financial Synergies
Connecticut
$475K -$15.3K -257 -3%
BP
414
BBR Partners
New York
$467K
V
415
Veritable
Delaware
$463K -$22.2K -374 -5%
Baird Financial Group
416
Baird Financial Group
Wisconsin
$460K -$30.6K -515 -7%
AWM
417
Avitas Wealth Management
California
$456K +$424K +7,142 New
MMA
418
Miracle Mile Advisors
California
$455K
SG
419
Stonnington Group
California
$449K +$401K +6,750 New
US Bancorp
420
US Bancorp
Minnesota
$447K +$17.6K +297 +4%
NGA
421
Naples Global Advisors
Florida
$447K +$59.4K +1,000 +17%
MIM
422
Merrion Investment Management
New Jersey
$440K
FIM
423
Freedom Investment Management
Connecticut
$436K -$62.1K -1,045 -13%
AIG
424
American International Group
New York
$436K +$11.8K +198 +3%
QC
425
Quent Capital
New York
$431K +$17.5K +295 +5%

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.