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Apollo Global Management

758 hedge funds and large institutions have $28.7B invested in Apollo Global Management in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 44

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.18B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

9% more funds holding

Funds holding: 694758 (+64)

5% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 247

0.09% more ownership

Funds ownership: 56.26%56.35% (+0.09%)

7% less call options, than puts

Call options by funds: $471M | Put options by funds: $504M

Holders
758
Holders Change
+64
Holders Change %
+9.22%
% of All Funds
12.03%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.71%
New
118
Increased
260
Reduced
247
Closed
44
Calls
$471M
Puts
$504M
Net Calls
-$33.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
451
Quent Capital
New York
$659K +$43.1K +513 +8%
BP
452
BBR Partners
New York
$658K
DC
453
Davenport & Co
Virginia
$655K +$18.4K +219 +3%
CAPTRUST Financial Advisors
454
CAPTRUST Financial Advisors
North Carolina
$654K +$30K +357 +5%
Calamos Advisors
455
Calamos Advisors
Illinois
$646K +$605K +7,200 New
Envestnet Portfolio Solutions
456
Envestnet Portfolio Solutions
Illinois
$641K +$600K +7,141 New
YCM
457
Yousif Capital Management
Michigan
$640K +$65.6K +780 +12%
CCS
458
Concentric Capital Strategies
Connecticut
$638K +$597K +7,108 New
MLM
459
Mount Lucas Management
Pennsylvania
$636K -$73.4K -873 -11%
TGAM
460
TBH Global Asset Management
Tennessee
$628K
PAG
461
Private Advisor Group
New Jersey
$625K -$341K -4,052 -37%
WT
462
Whittier Trust
California
$619K +$757 +9 +0.1%
SWP
463
Stratos Wealth Partners
Ohio
$617K +$98.3K +1,170 +21%
TRCT
464
Tower Research Capital (TRC)
New York
$617K -$4.3M -51,100 -88%
WW
465
Waterfront Wealth
Kansas
$615K
MIM
466
Merrion Investment Management
New Jersey
$615K -$3.78K -45 -0.7%
LCS
467
Levin Capital Strategies
New York
$611K -$70.6K -840 -11%
GFS
468
GYL Financial Synergies
Connecticut
$610K -$24.3K -289 -4%
MMA
469
Miracle Mile Advisors
California
$609K
IC
470
IEQ Capital
California
$605K +$136K +1,618 +32%
GRP
471
Global Retirement Partners
California
$604K +$3.7K +44 +0.6%
US Bancorp
472
US Bancorp
Minnesota
$597K -$39.9K -475 -7%
BCV
473
Banque Cantonale Vaudoise
Switzerland
$595K +$314K +3,733 +129%
TSS
474
Two Sigma Securities
New York
$589K -$701K -8,344 -56%
GLR
475
Great Lakes Retirement
Ohio
$583K -$17.5K -208 -3%

APO Hedge Fund Activity: Q3 2023 in Review

758 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new APO positions and 44 closed out — a net gain of 74 holders — while 260 added to existing stakes and 247 trimmed.

The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 758 institutional investors held Apollo Global Management (APO) as of Q3 2023, up from 694 in Q2 2023.
  • Funds reported $28.7B of Apollo Global Management stock for Q3 2023, up 17% quarter-over-quarter.
  • 118 funds opened new Apollo Global Management positions in Q3 2023 and 44 closed out, a net change of +74 holders.
  • The largest Apollo Global Management buyer in Q3 2023 was Millennium Management, an estimated $160M added.
  • The largest Apollo Global Management seller in Q3 2023 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.