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Apollo Global Management

141 hedge funds and large institutions have $1.82B invested in Apollo Global Management in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

0.54% more ownership

Funds ownership: 62.85%63.39% (+0.54%)

3% less funds holding

Funds holding: 145141 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

20% less capital invested

Capital invested by funds: $2.27B → $1.82B (-$450M)

38% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $26.6M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
16
Increased
53
Reduced
42
Closed
19
Calls
$16.6M
Puts
$26.6M
Net Calls
-$10M
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Honeywell International
North Carolina
$13.7M -$7.97K -400 -0.1%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$13.6M -$501K -25,160 -3%
RA
28
Royce & Associates
New York
$13.2M
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$12M -$433K -21,714 -3%
Invesco
30
Invesco
Georgia
$9.33M +$490K +24,600 +5%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$9.28M +$10.8M +539,835 New
CGC
32
Cloud Gate Capital
Illinois
$7.07M -$2.92M -146,544 -26%
MG
33
Markel Group
Virginia
$6.65M +$478K +24,000 +7%
AII
34
AGF Investments Inc
Ontario, Canada
$6.43M -$1.33M -66,974 -15%
Select Equity Group
35
Select Equity Group
New York
$6.03M -$206K -10,349 -3%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$5.81M
GEM
37
Global Endowment Management
North Carolina
$5.35M
PC
38
PM Capital
Australia
$5.11M +$5.92M +297,137 New
PG
39
PEAK6 Group
Illinois
$4.5M +$2.22M +111,256 +74%
DA
40
DSC Advisors
Illinois
$4.43M +$162K +8,119 +3%
Mariner
41
Mariner
Kansas
$4.34M -$6.38M -320,423 -56%
Brown Advisory
42
Brown Advisory
Maryland
$4.29M
Legal & General Group
43
Legal & General Group
United Kingdom
$3.87M +$553K +27,759 +14%
CA
44
Commerzbank Aktiengesellschaft
Germany
$3.76M -$6.9M -346,311 -61%
AIU
45
Algebris Investments (UK)
United Kingdom
$3.11M +$3.6M +180,950 New
WA
46
Whitebox Advisors
Minnesota
$2.96M -$606K -30,439 -15%
TFMS
47
Trust & Fiduciary Management Services
Massachusetts
$2.71M -$1.1M -55,198 -26%
AIM
48
Artemis Investment Management
United Kingdom
$2.58M +$996K +50,000 +50%
MVP
49
Miller Value Partners
Florida
$2.32M +$299K +15,000 +13%
PGH
50
Partners Group Holding
Switzerland
$2.21M -$704K -35,342 -22%

APO Hedge Fund Activity: Q3 2015 in Review

141 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2015, worth a combined $1.82B — down 20% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APO and 16 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 53 added.

The largest buyer was Goldman Sachs, adding an estimated $58.8M. The largest seller was ING Group, cutting an estimated $57.5M.

  • 141 institutional investors held Apollo Global Management (APO) as of Q3 2015, down from 145 in Q2 2015.
  • Funds reported $1.82B of Apollo Global Management stock for Q3 2015, down 20% quarter-over-quarter.
  • 16 funds opened new Apollo Global Management positions in Q3 2015 and 19 closed out, a net change of -3 holders.
  • The largest Apollo Global Management buyer in Q3 2015 was Goldman Sachs, an estimated $58.8M added.
  • The largest Apollo Global Management seller in Q3 2015 was ING Group, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2015.