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Apollo Global Management

145 hedge funds and large institutions have $1.69B invested in Apollo Global Management in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

3% more funds holding

Funds holding: 141145 (+4)

0.07% less ownership

Funds ownership: 63.39%63.31% (-0.07%)

8% less call options, than puts

Call options by funds: $19.8M | Put options by funds: $21.5M

7% less capital invested

Capital invested by funds: $1.82B → $1.69B (-$128M)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
27
Increased
43
Reduced
48
Closed
21
Calls
$19.8M
Puts
$21.5M
Net Calls
-$1.74M
Net Calls Change
+$8.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$10.6M +$8.55K +500 +0.1%
RA
27
Royce & Associates
New York
$9.96M -$1.87M -109,400 -14%
PC
28
PM Capital
Australia
$9.23M +$5.32M +310,900 +105%
AA
29
ALPS Advisors
Colorado
$8.29M -$87.2K -5,103 -0.9%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$7.92M -$4.61M -269,475 -34%
Invesco
31
Invesco
Georgia
$7.92M -$365K -21,322 -4%
SEI Investments
32
SEI Investments
Pennsylvania
$6.05M +$6.82M +398,850 New
MG
33
Markel Group
Virginia
$5.88M
AII
34
AGF Investments Inc
Ontario, Canada
$5.82M +$195K +11,391 +3%
MDSL
35
M.D. Sass LLC
New York
$5.68M -$8.09M -473,318 -56%
LCP
36
LGT Capital Partners
Switzerland
$5.62M +$6.33M +370,000 New
AIU
37
Algebris Investments (UK)
United Kingdom
$5.6M +$3.22M +188,209 +104%
OCM
38
Oaktree Capital Management
California
$5.37M +$6.05M +353,842 New
Two Sigma Investments
39
Two Sigma Investments
New York
$4.93M +$5.55M +324,603 New
Mariner
40
Mariner
Kansas
$4.87M +$1.17M +68,308 +27%
Select Equity Group
41
Select Equity Group
New York
$4.74M -$657K -38,441 -11%
GEM
42
Global Endowment Management
North Carolina
$4.73M
Legal & General Group
43
Legal & General Group
United Kingdom
$4.24M +$929K +54,345 +24%
PGH
44
Partners Group Holding
Switzerland
$4.1M +$2.42M +141,400 +110%
MLM
45
Mount Lucas Management
Pennsylvania
$3.95M +$4.45M +260,250 New
Brown Advisory
46
Brown Advisory
Maryland
$3.79M
CGC
47
Cloud Gate Capital
Illinois
$3.57M -$3.01M -176,236 -43%
SCM
48
Springhouse Capital Management
Connecticut
$2.88M +$3.25M +190,000 New
Group One Trading
49
Group One Trading
Illinois
$2.69M +$1.54M +90,349 +104%
TFMS
50
Trust & Fiduciary Management Services
Massachusetts
$2.35M -$42.8K -2,506 -2%