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Apollo Global Management

494 hedge funds and large institutions have $12.4B invested in Apollo Global Management in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 114 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 114

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

10% more funds holding

Funds holding: 448494 (+46)

1.31% more ownership

Funds ownership: 84.19%85.5% (+1.3%)

2% more capital invested

Capital invested by funds: $12.2B → $12.4B (+$244M)

2% less call options, than puts

Call options by funds: $222M | Put options by funds: $226M

Holders
494
Holders Change
+46
Holders Change %
+10.27%
% of All Funds
8.65%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.46%
New
98
Increased
180
Reduced
114
Closed
47
Calls
$222M
Puts
$226M
Net Calls
-$4.4M
Net Calls Change
+$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Selective Wealth Management
Virginia
$83K +$81.1K +1,350 New
IWA
427
IBEX Wealth Advisors
New Jersey
$82K +$79.6K +1,324 New
TH
428
TCTC Holdings
Texas
$78K
FAM
429
Fred Alger Management
New York
$75K +$48.5K +807 +198%
MWC
430
MBM Wealth Consultants
Missouri
$73K
SWA
431
SOA Wealth Advisors
New York
$66K
FGAM
432
Financial Gravity Asset Management
Texas
$62K
MWA
433
Moser Wealth Advisors
Washington
$62K
HWA
434
Heritage Wealth Advisors
Virginia
$61.6K
SOW
435
State of Wyoming
Wyoming
$60K -$35K -583 -37%
MA
436
MUFG Americas
New York
$59K
MA
437
Montag & Associates
Georgia
$49K
BCA
438
Berman Capital Advisors
Georgia
$42K +$16.9K +281 +69%
HI
439
Harbour Investments
Wisconsin
$41K -$50.6K -842 -56%
MAM
440
Meeder Asset Management
Ohio
$40K +$4.75K +79 +14%
PA
441
Parallel Advisors
California
$39K +$120 +2 +0.3%
CWC
442
Carolinas Wealth Consulting
North Carolina
$36K +$35.3K +587 New
NFSG
443
Newbridge Financial Services Group
Florida
$35K +$1.98K +33 +6%
CCM
444
Covington Capital Management
California
$34K
CFA
445
Carroll Financial Associates
North Carolina
$34K +$1.14K +19 +4%
BDWM
446
Brewin Dolphin Wealth Management
Ireland
$33.9K +$33.1K +550 New
TWM
447
Tradition Wealth Management
Minnesota
$33K -$2.28K -38 -7%
HFM
448
Harvest Fund Management
China
$33K +$33.1K +550 New
OCM
449
Orion Capital Management
California
$31K
Bessemer Group
450
Bessemer Group
New Jersey
$31K +$30K +500 New