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Apollo Global Management
APO

159 hedge funds and large institutions have $2.12B invested in Apollo Global Management in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 44

3% more funds holding

Funds holding: 154 → 159 (+5)

4% more capital invested

Capital invested by funds: $2.03B → $2.12B (+$91.1M)

3% more call options, than puts

Call options by funds: $30M | Put options by funds: $29.2M

3.26% less ownership

Funds ownership: 64.9% → 61.65% (-3.3%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
30
Increased
52
Reduced
44
Closed
23
Calls
$30M
Puts
$29.2M
Net Calls
+$764K
Net Calls Change
-$2.8M

Top Buyers

1
MCM
McKinley Capital Management
Alaska
+$22.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.2M
3
Goldman Sachs
Goldman Sachs
New York
+$21.2M
4
Citigroup
Citigroup
New York
+$17.4M
5
Morgan Stanley
Morgan Stanley
New York
+$13.1M

Top Sellers

1
GC
GMT Capital
Georgia
-$93.1M
2
IG
ING Group
Netherlands
-$30.6M
3
Bank of America
Bank of America
North Carolina
-$28.7M
4
TCM
TimesSquare Capital Management
New York
-$25.9M
5
HCM
HMI Capital Management
California
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGH
26
Partners Group Holding
Switzerland
$9.69M – – –
Millennium Management
27
Millennium Management
New York
$9.15M +$8.93M +472,793 New
RA
28
Royce & Associates
New York
$8.7M -$3.29M -174,200 -28%
HI
29
Honeywell International
North Carolina
$8.65M -$2.37M -125,645 -22%
Legal & General Group
30
Legal & General Group
United Kingdom
$7.99M – – –
Mariner
31
Mariner
Kansas
$7.9M +$453 +24 +0%
MG
32
Markel Group
Virginia
$7.49M – – –
Pzena Investment Management
33
Pzena Investment Management
New York
$6.46M -$270K -14,300 -4%
SCM
34
Springhouse Capital Management
Connecticut
$6.09M – – –
NIPH
35
NN Investment Partners Holdings
Netherlands
$5.99M +$2.11M +111,505 +56%
CCM
36
Concourse Capital Management
Georgia
$5.86M +$874K +46,296 +18%
Invesco
37
Invesco
Georgia
$5.77M -$572K -30,295 -9%
SEI Investments
38
SEI Investments
Pennsylvania
$5.52M -$831K -44,000 -13%
Wells Fargo
39
Wells Fargo
California
$5.04M +$1.26M +66,942 +35%
Brown Advisory
40
Brown Advisory
Maryland
$4.84M – – –
MVP
41
Miller Value Partners
Florida
$4.65M +$1.17M +62,000 +35%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$4.26M +$4.16M +220,413 New
JAM
43
Jacobs Asset Management
New York
$4.07M +$3.97M +210,000 New
AIU
44
Algebris Investments (UK)
United Kingdom
$4M +$3.9M +206,640 New
Marshall Wace
45
Marshall Wace
United Kingdom
$3.83M +$3.74M +198,113 New
Neuberger Berman Group
46
Neuberger Berman Group
New York
$3.77M -$4.01M -212,360 -52%
MDSL
47
M.D. Sass LLC
New York
$3.5M +$115K +6,100 +3%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$3.14M +$2.24M +118,429 +269%
Parallax Volatility Advisers
49
Parallax Volatility Advisers
California
$2.61M +$2.55M +134,988 New
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$2.6M +$616K +32,600 +29%
1
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3 4 5

APO Hedge Fund Activity: Q4 2016 in Review

159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2016, worth a combined $2.12B — up 4.5% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new APO positions and 23 closed out — a net gain of 7 holders — while 52 added to existing stakes and 44 trimmed.

The largest buyer was McKinley Capital Management, adding an estimated $22.9M. The largest seller was GMT Capital, cutting an estimated $93.1M.

  • 159 institutional investors held Apollo Global Management (APO) as of Q4 2016, up from 154 in Q3 2016.
  • Funds reported $2.12B of Apollo Global Management stock for Q4 2016, up 4.5% quarter-over-quarter.
  • 30 funds opened new Apollo Global Management positions in Q4 2016 and 23 closed out, a net change of +7 holders.
  • The largest Apollo Global Management buyer in Q4 2016 was McKinley Capital Management, an estimated $22.9M added.
  • The largest Apollo Global Management seller in Q4 2016 was GMT Capital, an estimated $93.1M sold.

Based on aggregated 13F filings for Q4 2016.