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Apollo Global Management

150 hedge funds and large institutions have $2.13B invested in Apollo Global Management in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

4% more funds holding

Funds holding: 144150 (+6)

2.86% more ownership

Funds ownership: 59.56%62.42% (+2.9%)

2% less capital invested

Capital invested by funds: $2.17B → $2.13B (-$38.9M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

46% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $20.6M

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
29
Increased
49
Reduced
40
Closed
22
Calls
$11.1M
Puts
$20.6M
Net Calls
-$9.53M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CGC
26
Cloud Gate Capital
Illinois
$13.2M +$8.06M +345,652 +130%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$13.2M +$4.39M +188,208 +45%
Invesco
28
Invesco
Georgia
$10.5M -$907K -38,934 -7%
AII
29
AGF Investments Inc
Ontario, Canada
$9.74M +$10.5M +451,000 New
JP Morgan Chase
30
JP Morgan Chase
New York
$9.09M +$3.65M +156,471 +59%
TFMS
31
Trust & Fiduciary Management Services
Massachusetts
$8.6M -$43.1K -1,849 -0.5%
HCM
32
Highfields Capital Management
Massachusetts
$8.6M +$9.28M +398,000 New
O
33
OppenheimerFunds
New York
$8.19M +$562K +24,110 +7%
CA
34
Commerzbank Aktiengesellschaft
Germany
$8.16M +$8.81M +377,941 New
Select Equity Group
35
Select Equity Group
New York
$7.6M +$192K +8,234 +2%
MG
36
Markel Group
Virginia
$7.26M +$723K +31,000 +10%
MWAN
37
Mariner Wealth Advisors (NYC)
Kansas
$6.98M +$7.53M +323,068 New
TD Asset Management
38
TD Asset Management
Ontario, Canada
$6.25M +$515K +22,100 +8%
RIM
39
Ranger International Management
Illinois
$5.86M -$6.48M -278,070 -51%
Brown Advisory
40
Brown Advisory
Maryland
$5.4M
DA
41
DSC Advisors
Illinois
$5.4M +$5.83M +250,000 New
GEM
42
Global Endowment Management
North Carolina
$4.91M +$5.3M +227,450 New
MDSL
43
M.D. Sass LLC
New York
$4.51M +$270K +11,565 +6%
WA
44
Whitebox Advisors
Minnesota
$4.37M +$3.74M +160,634 +385%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$4.15M -$18.7M -801,793 -81%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$4.04M -$15.3M -656,396 -78%
Legal & General Group
47
Legal & General Group
United Kingdom
$3.7M -$331K -14,221 -8%
PGH
48
Partners Group Holding
Switzerland
$3.43M
KJHP
49
K.J. Harrison & Partners
Ontario, Canada
$2.87M +$1.58M +67,750 +104%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.46M +$56.7K +2,433 +2%