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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
GRP
451
Global Retirement Partners
California
$356K +$238 +4 +0.1%
PAS
452
Park Avenue Securities
New York
$355K +$52.3K +881 +19%
SDWIA
453
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$348K
SSG
454
Summit Securities Group
New York
$346K +$280K +4,720 +674%
IAN
455
Integrated Advisors Network
Texas
$339K +$56.5K +951 +22%
GTCM
456
Gyon Technologies Capital Management
New Jersey
$336K +$313K +5,262 New
SW
457
SVB Wealth
Massachusetts
$335K +$312K +5,259 New
WG
458
Winton Group
United Kingdom
$334K +$311K +5,241 New
Comerica Bank
459
Comerica Bank
Texas
$334K -$110K -1,851 -28%
YCM
460
Yousif Capital Management
Michigan
$334K +$311K +5,229 New
CI
461
Cigna Investments
Connecticut
$332K +$14.7K +248 +5%
AFM
462
Abbot Financial Management
Massachusetts
$332K
WP
463
Westmount Partners
California
$319K +$297K +5,000 New
FFM
464
Forum Financial Management
Illinois
$319K -$9.8K -165 -3%
EPA
465
Element Pointe Advisors
Florida
$315K +$293K +4,934 New
MGP
466
Metis Global Partners
California
$314K +$32.5K +547 +12%
TSS
467
Two Sigma Securities
New York
$309K +$288K +4,850 New
CAM
468
Crestone Asset Management
Colorado
$307K -$5.94K -100 -2%
IC
469
IEQ Capital
California
$307K -$188K -3,164 -40%
PCP
470
Proficio Capital Partners
Massachusetts
$306K +$252K +4,237 +758%
FMAEN1
471
Fund Management at Engine No 1
California
$305K +$284K +4,788 New
PMG
472
ProVise Management Group
Florida
$304K -$148K -2,500 -34%
EI
473
Ethic Inc
New York
$298K -$6.65K -112 -2%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$298K +$50.1K +844 +22%
JWCA
475
J.W. Cole Advisors
Florida
$296K -$14.4K -242 -5%

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.