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Apollo Global Management
APO

154 hedge funds and large institutions have $2.03B invested in Apollo Global Management in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more capital invested

Capital invested by funds: $1.68B → $2.03B (+$349M)

16% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $22.7M

5% more funds holding

Funds holding: 146 → 154 (+8)

2.59% more ownership

Funds ownership: 62.31% → 64.9% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

Holders
154
Holders Change
+8
Holders Change %
+5.48%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
23
Increased
43
Reduced
47
Closed
14
Calls
$26.3M
Puts
$22.7M
Net Calls
+$3.56M
Net Calls Change
+$4.67M

Top Buyers

1
GC
GMT Capital
Georgia
+$60M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.3M
3
Bank of America
Bank of America
North Carolina
+$20.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$15.1M
5
IG
ING Group
Netherlands
+$13.4M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$29.5M
2
Deutsche Bank
Deutsche Bank
Germany
-$27.3M
3
EWM
Evercore Wealth Management
New York
-$7M
4
CFM
Coronation Fund Managers
South Africa
-$5.79M
5
MG
Meritage Group
California
-$5.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Skandinaviska Enskilda Banken (SEB)
26
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.7M -$4.13M -235,652 -27%
RA
27
Royce & Associates
New York
$11.2M -$574K -32,700 -5%
HI
28
Honeywell International
North Carolina
$10.3M -$3.98M -227,000 -28%
PGH
29
Partners Group Holding
Switzerland
$8.98M -$114K -6,500 -1%
Legal & General Group
30
Legal & General Group
United Kingdom
$7.4M +$754K +43,013 +12%
Mariner
31
Mariner
Kansas
$7.33M -$37.6K -2,141 -0.5%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$7.31M -$688K -39,200 -9%
MG
33
Markel Group
Virginia
$6.95M – – –
OCM
34
Oaktree Capital Management
California
$6.36M – – –
Pzena Investment Management
35
Pzena Investment Management
New York
$6.25M -$588K -33,550 -9%
LCP
36
LGT Capital Partners
Switzerland
$5.93M -$175K -10,000 -3%
N
37
Natixis
France
$5.93M – – –
SEI Investments
38
SEI Investments
Pennsylvania
$5.91M +$119K +6,800 +2%
Invesco
39
Invesco
Georgia
$5.9M -$1.78M -101,603 -24%
SCM
40
Springhouse Capital Management
Connecticut
$5.65M – – –
CCM
41
Concourse Capital Management
Georgia
$4.6M +$1.56M +88,709 +53%
Brown Advisory
42
Brown Advisory
Maryland
$4.49M – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$4.4M +$1.41M +80,560 +49%
NIPH
44
NN Investment Partners Holdings
Netherlands
$3.56M +$3.47M +197,972 New
Wells Fargo
45
Wells Fargo
California
$3.48M -$174K -9,893 -5%
MVP
46
Miller Value Partners
Florida
$3.2M +$754K +43,000 +32%
MDSL
47
M.D. Sass LLC
New York
$3.13M -$3.55M -202,200 -54%
MAM
48
Mark Asset Management
New York
$2.8M +$2.73M +155,930 New
GCP
49
GSA Capital Partners
United Kingdom
$2.5M +$2.44M +139,137 New
AIM
50
Artemis Investment Management
United Kingdom
$2.42M -$263K -15,000 -10%
1
2
3 4 5

APO Hedge Fund Activity: Q3 2016 in Review

154 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2016, worth a combined $2.03B — up 21% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new APO positions and 14 closed out — a net gain of 9 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was GMT Capital, adding an estimated $60M. The largest seller was UBS Group, cutting an estimated $29.5M.

  • 154 institutional investors held Apollo Global Management (APO) as of Q3 2016, up from 146 in Q2 2016.
  • Funds reported $2.03B of Apollo Global Management stock for Q3 2016, up 21% quarter-over-quarter.
  • 23 funds opened new Apollo Global Management positions in Q3 2016 and 14 closed out, a net change of +9 holders.
  • The largest Apollo Global Management buyer in Q3 2016 was GMT Capital, an estimated $60M added.
  • The largest Apollo Global Management seller in Q3 2016 was UBS Group, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2016.