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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
WTC
451
WhitTier Trust Company
Nevada
$31K +$30K +500 New
PFBT
452
Parkside Financial Bank & Trust
Missouri
$30K
WQ
453
Wealth Quarterback
New Jersey
$30K +$240 +4 +0.9%
NFG
454
Next Financial Group
Texas
$29K -$324K -5,386 -92%
PWM
455
Prentice Wealth Management
New York
$27K +$26.1K +434 New
HCP
456
Hexagon Capital Partners
Arkansas
$25K -$6.01K -100 -20%
WT
457
Washington Trust
Rhode Island
$25K
HPC
458
HM Payson & Co
Maine
$24K
EIP
459
Ellis Investment Partners
Pennsylvania
$22K +$180 +3 +0.8%
EWM
460
Edge Wealth Management
New York
$21K
AIM
461
Achmea Investment Management
Netherlands
$19K +$17.7K +295 New
CWP
462
Concord Wealth Partners
Virginia
$18K
MRCM
463
M&R Capital Management
New Jersey
$18K +$18K +300 New
DSC
464
Duncker Streett & Co
Missouri
$17K +$180 +3 +1%
WWM
465
Wolff Wiese Magana
California
$13K
IFAM
466
Institutional & Family Asset Management
Colorado
$13K +$601 +10 +5%
AIM
467
Anchor Investment Management
South Carolina
$12.3K
GEA
468
Glen Eagle Advisors
New Jersey
$10.2K +$9.92K +165 New
LC
469
Lindbrook Capital
California
$10K +$60 +1 +0.6%
AssetMark Inc
470
AssetMark Inc
California
$10K +$10K +167 New
SAI
471
Systematic Alpha Investments
New Jersey
$9K +$6.97K +116 New
LCM
472
Logan Capital Management
Pennsylvania
$7K
PFGIA
473
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$5.59K +93 New
GI
474
Gradient Investments
Minnesota
$4K -$2.1K -35 -34%
APWA
475
Atlas Private Wealth Advisors
New Jersey
$4K +$60 +1 +2%