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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
AI
426
AXS Investments
New York
$932K -$377K -4,265 -30%
CCM
427
Cobalt Capital Management
New Jersey
$932K +$883K +10,000 New
BS
428
Banco Santander
Spain
$920K -$3.53K -40 -0.4%
Cetera Investment Advisers
429
Cetera Investment Advisers
Illinois
$916K -$186K -2,110 -18%
NCM
430
Next Capital Management
New York
$915K
SIG
431
Stonegate Investment Group
Alabama
$915K -$9.62K -109 -1%
Envestnet Portfolio Solutions
432
Envestnet Portfolio Solutions
Illinois
$914K +$236K +2,668 +37%
QCM
433
Quantinno Capital Management
New York
$902K +$44.5K +504 +5%
WSC
434
Wellington Shields & Co
New York
$891K
BAM
435
Belpointe Asset Management
Nevada
$879K -$83.3K -943 -9%
MGP
436
Metis Global Partners
California
$867K -$59.2K -670 -7%
BIAS
437
Beacon Investment Advisory Services
New Jersey
$866K -$4.42K -50 -0.5%
IMCOOI
438
Investment Management Corp of Ontario (IMCO)
Canada
$859K +$814K +9,222 New
SIC
439
Samalin Investment Counsel
New York
$856K -$883 -10 -0.1%
BTWM
440
Baker Tilly Wealth Management
Wisconsin
$848K -$256K -2,900 -24%
BMSSC
441
B. Metzler seel. Sohn & Co
Germany
$843K -$618K -7,000 -44%
PCIA
442
Prime Capital Investment Advisors
Kansas
$842K +$227K +2,575 +40%
CAPTRUST Financial Advisors
443
CAPTRUST Financial Advisors
North Carolina
$836K +$148K +1,681 +23%
WI
444
Wintrust Investments
Illinois
$831K -$30.4K -344 -4%
JIP
445
Jaffetilchin Investment Partners
Florida
$827K +$353 +4 +0%
AIG
446
American International Group
New York
$823K -$21.3K -241 -3%
CMANY
447
Capital Management Associates (New York)
New York
$822K -$263K -2,977 -25%
DC
448
Dantai Capital
Hong Kong
$813K +$770K +8,720 New
RDWM
449
Red Door Wealth Management
Tennessee
$803K
PPC
450
Park Place Capital
Alabama
$802K +$15.3K +173 +2%

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.