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Apollo Global Management

694 hedge funds and large institutions have $24.5B invested in Apollo Global Management in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 213 increasing their positions, 241 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

48% more call options, than puts

Call options by funds: $429M | Put options by funds: $289M

25% more capital invested

Capital invested by funds: $19.6B → $24.5B (+$4.87B)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

6% more funds holding

Funds holding: 655694 (+39)

1.81% more ownership

Funds ownership: 54.45%56.26% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 241

Holders
694
Holders Change
+39
Holders Change %
+5.95%
% of All Funds
10.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.64%
New
109
Increased
213
Reduced
241
Closed
66
Calls
$429M
Puts
$289M
Net Calls
+$140M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Evercore Wealth Management
New York
$462K -$81.1K -1,213 -17%
4WM
452
44 Wealth Management
Oregon
$461K -$5.15K -77 -1%
FPA
453
First Pacific Advisors
California
$461K
LIA
454
LSP Investment Advisors
New York
$461K
BHCM
455
Boulder Hill Capital Management
New York
$461K +$401K +6,000 New
MAS
456
Meeder Advisory Services
Ohio
$454K +$8.43K +126 +2%
WA
457
Wambolt & Associates
Colorado
$441K -$4.21K -63 -1%
CC
458
Chicago Capital
Illinois
$440K +$2.47K +37 +0.7%
SWP
459
Stratos Wealth Partners
Ohio
$438K +$20.2K +302 +6%
Vontobel Holding
460
Vontobel Holding
Switzerland
$435K -$36K -538 -9%
GC
461
Gilbert & Cook
Iowa
$435K
FMAEN1
462
Fund Management at Engine No 1
California
$431K +$22.7K +339 +6%
MYAM
463
Meiji Yasuda Asset Management
Japan
$428K +$4.01K +60 +1%
MC
464
Machina Capital
France
$423K +$368K +5,501 New
CAM
465
Close Asset Management
United Kingdom
$422K +$334K +5,000 +1,000%
SW
466
SVB Wealth
Massachusetts
$421K +$9.09K +136 +3%
SDWIA
467
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$419K
QT
468
Quantamental Technologies
New York
$416K +$362K +5,412 New
SPC
469
Sigma Planning Corp
Michigan
$415K -$204K -3,052 -36%
CI
470
Cigna Investments
Connecticut
$413K +$21.6K +323 +6%
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$410K +$18.3K +274 +5%
SAM
472
Seelaus Asset Management
New Jersey
$408K +$88.6K +1,325 +33%
AFM
473
Abbot Financial Management
Massachusetts
$399K
FFM
474
Forum Financial Management
Illinois
$395K -$134 -2 -0%
IC
475
IEQ Capital
California
$393K -$85.1K -1,273 -20%