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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
WW
401
Waterfront Wealth
Kansas
$471K
BP
402
BBR Partners
New York
$463K
EWM
403
Evercore Wealth Management
New York
$456K -$24.4K -364 -5%
GFS
404
GYL Financial Synergies
Connecticut
$456K -$14.3K -214 -3%
Baird Financial Group
405
Baird Financial Group
Wisconsin
$456K -$201 -3 -0%
V
406
Veritable
Delaware
$455K -$2.75K -41 -0.6%
GI
407
GAMCO Investors
Connecticut
$455K -$114K -1,700 -19%
MMA
408
Miracle Mile Advisors
California
$450K
BFG
409
Bleakley Financial Group
New Jersey
$450K +$101K +1,515 +27%
SS
410
Simplicity Solutions
Minnesota
$450K +$225K +3,355 +89%
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$450K -$35.8K -535 -7%
LCWP
412
Legacy Capital Wealth Partners
Arkansas
$449K +$476K +7,115 New
S
413
SignatureFD
Georgia
$444K +$94K +1,403 +25%
NGA
414
Naples Global Advisors
Florida
$442K
TGAM
415
TBH Global Asset Management
Tennessee
$442K +$67K +1,000 +17%
MIM
416
Merrion Investment Management
New Jersey
$436K
WT
417
Whittier Trust
California
$435K -$261K -3,893 -36%
QC
418
Quent Capital
New York
$430K +$4.35K +65 +1%
KSCM
419
Kamunting Street Capital Management
Florida
$427K +$453K +6,765 New
AIG
420
American International Group
New York
$419K -$12.5K -187 -3%
DC
421
Davenport & Co
Virginia
$418K -$403K -6,021 -48%
D.E. Shaw & Co
422
D.E. Shaw & Co
New York
$415K +$440K +6,569 New
SWA
423
SFMG Wealth Advisors
Texas
$408K +$2.34K +35 +0.5%
BAM
424
Belpointe Asset Management
Nevada
$407K -$94.6K -1,413 -18%
VCS
425
Vaughan & Co Securities
New Jersey
$404K -$276K -4,122 -39%

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.