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Apollo Global Management

694 hedge funds and large institutions have $24.5B invested in Apollo Global Management in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 213 increasing their positions, 241 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

48% more call options, than puts

Call options by funds: $429M | Put options by funds: $289M

25% more capital invested

Capital invested by funds: $19.6B → $24.5B (+$4.87B)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

6% more funds holding

Funds holding: 655694 (+39)

1.81% more ownership

Funds ownership: 54.45%56.26% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 241

Holders
694
Holders Change
+39
Holders Change %
+5.95%
% of All Funds
10.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.64%
New
109
Increased
213
Reduced
241
Closed
66
Calls
$429M
Puts
$289M
Net Calls
+$140M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
401
TD Private Client Wealth
New York
$689K -$4.41K -66 -0.7%
FF
402
Friedenthal Financial
New Jersey
$686K +$597K +8,931 New
JIP
403
Jaffetilchin Investment Partners
Florida
$685K -$6.55K -98 -1%
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$683K +$416K +6,227 +233%
PCM
405
Poehling Capital Management
Wisconsin
$671K -$1.61M -24,146 -73%
RDWM
406
Red Door Wealth Management
Tennessee
$662K +$576K +8,617 New
MP
407
McDonald Partners
Ohio
$656K -$2.34K -35 -0.4%
SWM
408
SeaCrest Wealth Management
New York
$652K -$2.41K -36 -0.4%
MLM
409
Mount Lucas Management
Pennsylvania
$612K +$533K +7,964 New
BAM
410
Brave Asset Management
New Jersey
$610K
PCIG
411
Partners Capital Investment Group
Massachusetts
$609K +$530K +7,925 New
PRC
412
Pearl River Capital
Michigan
$608K +$529K +7,912 New
AWM
413
Avitas Wealth Management
California
$608K -$7.02K -105 -1%
WW
414
Waterfront Wealth
Kansas
$607K
PTC
415
Petrus Trust Company
Texas
$603K +$217K +3,245 +70%
CSPAM
416
Cary Street Partners Asset Management
Virginia
$603K
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$594K +$104K +1,557 +25%
LCS
418
Levin Capital Strategies
New York
$588K -$251K -3,748 -33%
CAM
419
CenterStar Asset Management
Illinois
$588K +$511K +7,647 New
AIMCA
420
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$584K -$302K -4,514 -37%
APG Asset Management
421
APG Asset Management
Netherlands
$578K
O
422
Ossiam
France
$569K +$277K +4,146 +127%
FG
423
Fiduciary Group
Georgia
$568K -$32.1K -480 -6%
BP
424
BBR Partners
New York
$563K
Baird Financial Group
425
Baird Financial Group
Wisconsin
$557K +$2.41K +36 +0.5%