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Apollo Global Management

440 hedge funds and large institutions have $8.61B invested in Apollo Global Management in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 156 increasing their positions, 111 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

41% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 111

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

10% more funds holding

Funds holding: 399440 (+41)

5.06% more ownership

Funds ownership: 73.88%78.95% (+5.1%)

4% more capital invested

Capital invested by funds: $8.29B → $8.61B (+$322M)

20% less call options, than puts

Call options by funds: $139M | Put options by funds: $173M

Holders
440
Holders Change
+41
Holders Change %
+10.28%
% of All Funds
7.73%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
96
Increased
156
Reduced
111
Closed
49
Calls
$139M
Puts
$173M
Net Calls
-$33.7M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
426
Meeder Asset Management
Ohio
$6K +$3.99K +82 +195%
SFS
427
Sowell Financial Services
Arkansas
$5K
LCM
428
Logan Capital Management
Pennsylvania
$5K +$5.45K +112 New
CFO
429
CVA Family Office
Colorado
$4K +$4.14K +85 New
BCA
430
Berman Capital Advisors
Georgia
$4K +$4.87K +100 New
TAIM
431
TD Ameritrade Investment Management
Nebraska
$3K
SMG
432
Spectrum Management Group
Indiana
$2K
TWA
433
TCI Wealth Advisors
Arizona
$1K
RWM
434
RBA Wealth Management
California
$470 +$487 +10 New
AIG
435
American International Group
New York
$138 -$15.2K -312 -10%
Nisa Investment Advisors
436
Nisa Investment Advisors
Missouri
$94
FGAM
437
Financial Gravity Asset Management
Texas
$32 +$49 +1 New
WIM
438
Westside Investment Management
California
$4
MMH
439
Menora Mivtachim Holdings
Israel
-$73.5M -1,501,011 Closed
AAM
440
Anglepoint Asset Management
Cayman Islands
-$34.7M -708,818 Closed
GAM
441
GVO Asset Management
Switzerland
-$20.2M -413,316 Closed
Bank of Nova Scotia
442
Bank of Nova Scotia
Ontario, Canada
-$13.7M -279,359 Closed
Alyeska Investment Group
443
Alyeska Investment Group
Illinois
-$11.5M -235,057 Closed
Point72 Asset Management
444
Point72 Asset Management
Connecticut
-$9.15M -186,800 Closed
Janney Montgomery Scott
445
Janney Montgomery Scott
Pennsylvania
-$8.51M -173,720 Closed
Mackenzie Financial
446
Mackenzie Financial
Ontario, Canada
-$7.65M -157,239 Closed
CCM
447
Callodine Capital Management
Massachusetts
-$5.98M -122,000 Closed
AWM
448
AE Wealth Management
Kansas
-$4.75M -96,970 Closed
SS
449
Simplicity Solutions
Minnesota
-$4.6M -93,860 Closed
CC
450
Carlson Capital
Texas
-$2.43M -49,614 Closed

APO Hedge Fund Activity: Q1 2021 in Review

440 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2021, worth a combined $8.61B — up 3.9% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new APO positions and 49 closed out — a net gain of 47 holders — while 156 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $201M.

  • 440 institutional investors held Apollo Global Management (APO) as of Q1 2021, up from 399 in Q4 2020.
  • Funds reported $8.61B of Apollo Global Management stock for Q1 2021, up 3.9% quarter-over-quarter.
  • 96 funds opened new Apollo Global Management positions in Q1 2021 and 49 closed out, a net change of +47 holders.
  • The largest Apollo Global Management buyer in Q1 2021 was Charles Schwab, an estimated $80.5M added.
  • The largest Apollo Global Management seller in Q1 2021 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2021.