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Apollo Global Management

842 hedge funds and large institutions have $31.8B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 293 increasing their positions, 264 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

18% more call options, than puts

Call options by funds: $669M | Put options by funds: $569M

11% more funds holding

Funds holding: 758842 (+84)

11% more capital invested

Capital invested by funds: $28.7B → $31.8B (+$3.17B)

11% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 264

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3.86% more ownership

Funds ownership: 56.35%60.21% (+3.9%)

Holders
842
Holders Change
+84
Holders Change %
+11.08%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
147
Increased
293
Reduced
264
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
O
401
Ossiam
France
$1.2M +$101K +1,145 +10%
NSIM
402
North Star Investment Management
Illinois
$1.19M
MPPW
403
Mitchell & Pahl Private Wealth
Oklahoma
$1.18M -$5.47K -62 -0.5%
WANY
404
Wealthspire Advisors (New York)
New York
$1.18M +$157K +1,778 +16%
AWA
405
Arete Wealth Advisors
Illinois
$1.17M +$58.3K +660 +6%
Mercer Global Advisors
406
Mercer Global Advisors
Colorado
$1.15M +$67.2K +761 +7%
ET
407
Entropy Technologies
New York
$1.13M +$1.08M +12,178 New
SCA
408
SMH Capital Advisors
Texas
$1.12M -$12.8K -145 -1%
YIH
409
Y-Intercept (HK)
Hong Kong
$1.12M +$1.06M +11,996 New
HA
410
Harbor Advisors
Florida
$1.11M +$88 +1 +0%
HHGC
411
Hunting Hill Global Capital
New York
$1.1M +$1.04M +11,808 New
William Blair & Company
412
William Blair & Company
Illinois
$1.1M -$31.2K -353 -3%
CW
413
CIC Wealth
Maryland
$1.09M +$71.5K +810 +7%
WS
414
Wedbush Securities
California
$1.08M +$68.8K +779 +7%
NG
415
NWK Group
California
$1.08M +$1.02M +11,567 New
VNA
416
Valley National Advisers
Pennsylvania
$1.06M +$48.6K +551 +5%
MNBTD
417
Moody National Bank Trust Division
Texas
$1.06M
CWM
418
CIBC World Markets
New York
$1.03M +$976K +11,055 New
TC
419
TownSquare Capital
Utah
$1.03M -$3.08M -34,884 -76%
VanEck Associates
420
VanEck Associates
New York
$1.02M +$186K +2,110 +24%
RJT
421
Raymond James Trust
Florida
$991K -$99.6K -1,128 -10%
TMAM
422
Tokio Marine Asset Management
Japan
$980K +$54K +612 +6%
TPCM
423
Templeton & Phillips Capital Management
Tennessee
$962K +$912K +10,328 New
MML Investors Services
424
MML Investors Services
Massachusetts
$953K +$6.36K +72 +0.7%
FPCP
425
Fort Point Capital Partners
California
$932K +$441 +5 +0.1%

APO Hedge Fund Activity: Q4 2023 in Review

842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2023, worth a combined $31.8B — up 11% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new APO positions and 53 closed out — a net gain of 94 holders — while 293 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $366M sold.

  • 842 institutional investors held Apollo Global Management (APO) as of Q4 2023, up from 758 in Q3 2023.
  • Funds reported $31.8B of Apollo Global Management stock for Q4 2023, up 11% quarter-over-quarter.
  • 147 funds opened new Apollo Global Management positions in Q4 2023 and 53 closed out, a net change of +94 holders.
  • The largest Apollo Global Management buyer in Q4 2023 was Morgan Stanley, an estimated $623M added.
  • The largest Apollo Global Management seller in Q4 2023 was EdgePoint Investment Group, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.