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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
SDWIA
451
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$344K
SWP
452
Stratos Wealth Partners
Ohio
$341K -$71.1K -1,062 -16%
SW
453
SVB Wealth
Massachusetts
$337K +$5.42K +81 +2%
FMAEN1
454
Fund Management at Engine No 1
California
$333K +$32.7K +488 +10%
AFM
455
Abbot Financial Management
Massachusetts
$328K
FFM
456
Forum Financial Management
Illinois
$325K +$9.78K +146 +3%
PP
457
Paloma Partners
Connecticut
$323K -$528K -7,882 -61%
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$320K +$26.2K +391 +8%
CI
459
Cigna Investments
Connecticut
$319K -$9.51K -142 -3%
AGA
460
Accuvest Global Advisors
Utah
$318K +$337K +5,035 New
WP
461
Westmount Partners
California
$316K
EPA
462
Element Pointe Advisors
Florida
$312K
CAM
463
Crestone Asset Management
Colorado
$304K
RCA
464
Reitz Capital Advisors
Michigan
$303K +$35.8K +535 +13%
PCP
465
Proficio Capital Partners
Massachusetts
$299K -$4.22K -63 -1%
PMG
466
ProVise Management Group
Florida
$299K -$2.68K -40 -0.8%
IAN
467
Integrated Advisors Network
Texas
$298K -$39.8K -595 -11%
PTC
468
Petrus Trust Company
Texas
$291K +$309K +4,612 New
Wealthfront Advisers
469
Wealthfront Advisers
California
$289K +$87K +1,299 +40%
FC
470
FORA Capital
Florida
$286K +$303K +4,524 New
KPWS
471
Kestra Private Wealth Services
Texas
$284K -$84.4K -1,260 -22%
FNBT
472
FineMark National Bank & Trust
Florida
$272K +$288K +4,301 New
PSP
473
Principal Street Partners
Tennessee
$266K
CC
474
Corton Capital
Ontario, Canada
$263K +$30.3K +453 +12%
SAM
475
Seelaus Asset Management
New Jersey
$260K -$459K -6,850 -63%

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.