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Apollo Global Management

674 hedge funds and large institutions have $21.2B invested in Apollo Global Management in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 243 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 51

40% more capital invested

Capital invested by funds: $15.1B → $21.2B (+$6.08B)

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

20% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 203

10% more funds holding

Funds holding: 610674 (+64)

1.41% less ownership

Funds ownership: 57.19%55.78% (-1.4%)

40% less call options, than puts

Call options by funds: $246M | Put options by funds: $413M

Holders
674
Holders Change
+64
Holders Change %
+10.49%
% of All Funds
10.83%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.71%
New
126
Increased
243
Reduced
203
Closed
51
Calls
$246M
Puts
$413M
Net Calls
-$167M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
NIG
426
NFJ Investment Group
Texas
$426K -$2.99M -50,389 -88%
NFG
427
Nations Financial Group
Iowa
$420K -$26.6K -448 -6%
CCM
428
Compton Capital Management
Rhode Island
$415K
SWP
429
Stratos Wealth Partners
Ohio
$412K +$12.9K +218 +3%
CIBC World Market
430
CIBC World Market
Ontario, Canada
$411K -$100K -1,684 -1%
SWA
431
SFMG Wealth Advisors
Texas
$410K +$2.2K +37 +0.6%
Calamos Advisors
432
Calamos Advisors
Illinois
$410K -$6.05M -101,826 -94%
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$405K +$94.8K +1,596 +34%
BCM
434
Becker Capital Management
Oregon
$399K
Vontobel Holding
435
Vontobel Holding
Switzerland
$388K +$369K +6,207 New
AAS
436
Ameritas Advisory Services
Nebraska
$384K +$357K +6,016 New
FPA
437
First Pacific Advisors
California
$383K -$214K -3,600 -38%
LIA
438
LSP Investment Advisors
New York
$383K
TGAM
439
TBH Global Asset Management
Tennessee
$383K
WA
440
Wambolt & Associates
Colorado
$372K -$47.9K -807 -12%
KPWS
441
Kestra Private Wealth Services
Texas
$367K -$275K -4,624 -45%
SOADOR
442
State of Alaska Department of Revenue
Alaska
$367K -$18.1K -305 -5%
AA
443
Ancora Advisors
Ohio
$366K -$9.98K -168 -3%
PWM
444
Perigon Wealth Management
California
$363K +$26K +438 +8%
Lido Advisors
445
Lido Advisors
California
$359K -$3.8K -64 -1%
CA
446
Carson Advisory
Georgia
$359K -$17.8K -300 -5%
S
447
SignatureFD
Georgia
$359K +$99.4K +1,673 +42%
BFG
448
Bleakley Financial Group
New Jersey
$358K +$333K +5,611 New
QCM
449
Qsemble Capital Management
New York
$357K +$333K +5,600 New
CC
450
Chicago Capital
Illinois
$357K -$8.73K -147 -3%

APO Hedge Fund Activity: Q4 2022 in Review

674 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2022, worth a combined $21.2B — up 40% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new APO positions and 51 closed out — a net gain of 75 holders — while 243 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Janus Henderson Group, cutting an estimated $213M.

  • 674 institutional investors held Apollo Global Management (APO) as of Q4 2022, up from 610 in Q3 2022.
  • Funds reported $21.2B of Apollo Global Management stock for Q4 2022, up 40% quarter-over-quarter.
  • 126 funds opened new Apollo Global Management positions in Q4 2022 and 51 closed out, a net change of +75 holders.
  • The largest Apollo Global Management buyer in Q4 2022 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Apollo Global Management seller in Q4 2022 was Janus Henderson Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2022.