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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
426
IEQ Capital
California
$404K +$106K +1,578 +33%
Balyasny Asset Management
427
Balyasny Asset Management
Illinois
$398K +$422K +6,296 New
FIM
428
Freedom Investment Management
Connecticut
$393K -$41.3K -617 -9%
Vontobel Holding
429
Vontobel Holding
Switzerland
$392K
OSAM
430
O'Shaughnessy Asset Management
Connecticut
$390K -$11.5K -171 -3%
4WM
431
44 Wealth Management
Oregon
$384K -$203K -3,038 -33%
CA
432
Carson Advisory
Georgia
$381K +$26.9K +401 +7%
FPA
433
First Pacific Advisors
California
$379K
LIA
434
LSP Investment Advisors
New York
$379K
PFC
435
Poplar Forest Capital
California
$378K -$188K -2,802 -32%
PI
436
PFG Investments
New York
$375K +$397K +5,934 New
YCM
437
Yousif Capital Management
Michigan
$374K +$46.2K +690 +13%
RA
438
Rational Advisors
New York
$366K +$337K +5,028 +650%
SC
439
Slow Capital
California
$366K -$110K -1,643 -22%
MAS
440
Meeder Advisory Services
Ohio
$365K +$174K +2,599 +82%
LSA
441
Leonteq Securities AG
Switzerland
$364K +$145K +2,160 +60%
SOADOR
442
State of Alaska Department of Revenue
Alaska
$363K
WA
443
Wambolt & Associates
Colorado
$362K -$1K -15 -0.3%
CC
444
Chicago Capital
Illinois
$359K +$6.29K +94 +2%
GC
445
Gilbert & Cook
Iowa
$357K +$379K +5,660 New
CF
446
Centaurus Financial
California
$354K +$240K +3,581 +177%
MYAM
447
Meiji Yasuda Asset Management
Japan
$348K -$13.4K -200 -4%
PCM
448
Prelude Capital Management
New York
$347K +$368K +5,489 New
PWM
449
Perigon Wealth Management
California
$346K -$14.2K -212 -4%
DC
450
Diametric Capital
Massachusetts
$346K +$367K +5,484 New

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.