We are live on ! Find out more
APO icon

Apollo Global Management

758 hedge funds and large institutions have $28.7B invested in Apollo Global Management in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 44

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.18B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

9% more funds holding

Funds holding: 694758 (+64)

5% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 247

0.09% more ownership

Funds ownership: 56.26%56.35% (+0.09%)

7% less call options, than puts

Call options by funds: $471M | Put options by funds: $504M

Holders
758
Holders Change
+64
Holders Change %
+9.22%
% of All Funds
12.03%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.71%
New
118
Increased
260
Reduced
247
Closed
44
Calls
$471M
Puts
$504M
Net Calls
-$33.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
401
U.S. Global Investors (USGI)
Texas
$992K -$206K -2,450 -18%
MWM
402
Madison Wealth Management
Ohio
$992K +$651K +7,748 +235%
CW
403
CIC Wealth
Maryland
$982K +$37.4K +445 +4%
WS
404
Wedbush Securities
California
$975K -$303K -3,599 -25%
VNA
405
Valley National Advisers
Pennsylvania
$975K -$105K -1,252 -10%
WANY
406
Wealthspire Advisors (New York)
New York
$973K +$45.5K +541 +5%
DS
407
DRW Securities
Illinois
$951K +$891K +10,600 New
BAM
408
Belpointe Asset Management
Nevada
$931K +$872K +10,375 New
MML Investors Services
409
MML Investors Services
Massachusetts
$911K -$83.4K -992 -9%
IA
410
IFP Advisors
Florida
$905K -$19.8K -236 -2%
FPCP
411
Fort Point Capital Partners
California
$898K
MGP
412
Metis Global Partners
California
$895K +$37.2K +443 +5%
SIG
413
Stonegate Investment Group
Alabama
$891K -$11.1K -132 -1%
BS
414
Banco Santander
Spain
$890K -$220K -2,620 -21%
TMAM
415
Tokio Marine Asset Management
Japan
$889K +$38.7K +460 +5%
NCM
416
Next Capital Management
New York
$882K
AT
417
American Trust
Kentucky
$873K +$817K +9,723 New
SG Americas Securities
418
SG Americas Securities
New York
$861K +$287K +3,415 +55%
WSC
419
Wellington Shields & Co
New York
$858K
BBL
420
Beck Bode LLC
Massachusetts
$845K +$791K +9,413 New
BIAS
421
Beacon Investment Advisory Services
New Jersey
$839K -$4.2K -50 -0.5%
WI
422
Wintrust Investments
Illinois
$832K -$28.8K -343 -4%
SIC
423
Samalin Investment Counsel
New York
$825K -$42.6K -507 -5%
AWM
424
Axxcess Wealth Management
California
$824K -$47.7K -567 -6%
QCM
425
Quantinno Capital Management
New York
$823K +$8.41K +100 +1%

APO Hedge Fund Activity: Q3 2023 in Review

758 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new APO positions and 44 closed out — a net gain of 74 holders — while 260 added to existing stakes and 247 trimmed.

The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 758 institutional investors held Apollo Global Management (APO) as of Q3 2023, up from 694 in Q2 2023.
  • Funds reported $28.7B of Apollo Global Management stock for Q3 2023, up 17% quarter-over-quarter.
  • 118 funds opened new Apollo Global Management positions in Q3 2023 and 44 closed out, a net change of +74 holders.
  • The largest Apollo Global Management buyer in Q3 2023 was Millennium Management, an estimated $160M added.
  • The largest Apollo Global Management seller in Q3 2023 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.