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Apollo Global Management

399 hedge funds and large institutions have $8.29B invested in Apollo Global Management in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 152 increasing their positions, 108 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 45

41% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 108

12% more capital invested

Capital invested by funds: $7.43B → $8.29B (+$861M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 374399 (+25)

1.44% more ownership

Funds ownership: 72.44%73.88% (+1.4%)

43% less call options, than puts

Call options by funds: $91.6M | Put options by funds: $160M

Holders
399
Holders Change
+25
Holders Change %
+6.68%
% of All Funds
7.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
74
Increased
152
Reduced
108
Closed
45
Calls
$91.6M
Puts
$160M
Net Calls
-$68.3M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
MIG Capital
California
$49.4M +$1.18M +26,500 +3%
HRCM
27
Hawk Ridge Capital Management
California
$49.1M +$4.89M +109,436 +12%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$48.1M +$580K +12,992 +1%
Select Equity Group
29
Select Equity Group
New York
$45.8M +$28.2M +632,611 +209%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$43.5M +$13.1M +293,080 +49%
Charles Schwab
31
Charles Schwab
California
$42.6M +$618K +13,848 +2%
CI Investments Inc
32
CI Investments Inc
Ontario, Canada
$39.5M +$36M +806,410 New
PC
33
PM Capital
Australia
$37.9M
Goldman Sachs
34
Goldman Sachs
New York
$35.9M -$5.59M -125,156 -15%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$35.9M +$2.02M +45,224 +7%
Wells Fargo
36
Wells Fargo
California
$34.8M -$935K -20,936 -3%
AAM
37
Anglepoint Asset Management
Cayman Islands
$34.7M +$5.91M +132,424 +23%
N
38
Nuveen
North Carolina
$34.6M -$14.4M -323,305 -31%
LCM
39
Lakewood Capital Management
New York
$34.2M -$313K -7,000 -1%
PGH
40
Partners Group Holding
Switzerland
$34M +$4.64M +104,020 +18%
UBS Group
41
UBS Group
Switzerland
$33.7M -$15.5M -347,944 -34%
CS
42
Credit Suisse
Switzerland
$33.4M +$2.45M +54,780 +9%
Citigroup
43
Citigroup
New York
$32.5M +$8.12M +181,891 +38%
AAMU
44
Amundi Asset Management US
Massachusetts
$32.2M -$14M -312,476 -32%
Jennison Associates
45
Jennison Associates
New York
$31M +$3.26M +73,103 +13%
Franklin Resources
46
Franklin Resources
California
$30.2M +$3.5M +78,290 +15%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$29.6M +$27M +605,118 New
EG
48
Enstar Group
Bermuda
$28.8M
LCP
49
LGT Capital Partners
Switzerland
$28.4M +$4.19M +93,907 +19%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$27.8M -$3.74M -83,831 -13%

APO Hedge Fund Activity: Q4 2020 in Review

399 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2020, worth a combined $8.29B — up 12% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new APO positions and 45 closed out — a net gain of 29 holders — while 152 added to existing stakes and 108 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $48.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $54.2M.

  • 399 institutional investors held Apollo Global Management (APO) as of Q4 2020, up from 374 in Q3 2020.
  • Funds reported $8.29B of Apollo Global Management stock for Q4 2020, up 12% quarter-over-quarter.
  • 74 funds opened new Apollo Global Management positions in Q4 2020 and 45 closed out, a net change of +29 holders.
  • The largest Apollo Global Management buyer in Q4 2020 was AllianceBernstein, an estimated $48.4M added.
  • The largest Apollo Global Management seller in Q4 2020 was Massachusetts Financial Services, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2020.