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Apollo Global Management

145 hedge funds and large institutions have $2.27B invested in Apollo Global Management in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

6% more capital invested

Capital invested by funds: $2.13B → $2.27B (+$139M)

0.43% more ownership

Funds ownership: 62.42%62.85% (+0.43%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 150145 (-5)

30% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $35M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
20
Increased
49
Reduced
43
Closed
22
Calls
$24.4M
Puts
$35M
Net Calls
-$10.5M
Net Calls Change
-$995K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$17M +$54.9K +2,500 +0.3%
EWM
27
Evercore Wealth Management
New York
$16.2M +$16.1M +732,410 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$16M +$2.41M +109,688 +18%
Mariner
29
Mariner
Kansas
$12.7M +$12.6M +573,166 New
RRC
30
Red Rocks Capital
Colorado
$12.6M -$13.5M -613,007 -52%
CA
31
Commerzbank Aktiengesellschaft
Germany
$12.5M +$4.11M +187,010 +49%
CGC
32
Cloud Gate Capital
Illinois
$12.4M -$1.15M -52,520 -9%
Invesco
33
Invesco
Georgia
$11.5M +$665K +30,296 +6%
O
34
OppenheimerFunds
New York
$9.95M +$1.54M +70,080 +18%
AII
35
AGF Investments Inc
Ontario, Canada
$9.71M -$261K -11,900 -3%
CS
36
Credit Suisse
Switzerland
$8.35M -$14M -639,796 -63%
MG
37
Markel Group
Virginia
$8.04M +$593K +27,000 +8%
Select Equity Group
38
Select Equity Group
New York
$8M +$207K +9,415 +3%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$7.49M +$6.08M +277,068 +454%
GEM
40
Global Endowment Management
North Carolina
$6.9M +$1.84M +83,900 +37%
DA
41
DSC Advisors
Illinois
$5.54M
Brown Advisory
42
Brown Advisory
Maryland
$5.54M
JP Morgan Chase
43
JP Morgan Chase
New York
$4.85M -$4.43M -201,652 -48%
TFMS
44
Trust & Fiduciary Management Services
Massachusetts
$4.71M -$4.07M -185,431 -47%
WA
45
Whitebox Advisors
Minnesota
$4.49M +$8.76K +399 +0.2%
Legal & General Group
46
Legal & General Group
United Kingdom
$4.37M +$573K +26,102 +15%
PGH
47
Partners Group Holding
Switzerland
$3.63M +$110K +5,000 +3%
PG
48
PEAK6 Group
Illinois
$3.33M +$1.26M +57,353 +62%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$3M +$468K +21,323 +19%
KJHP
50
K.J. Harrison & Partners
Ontario, Canada
$2.95M +$7.69K +350 +0.3%