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Apollo Global Management

440 hedge funds and large institutions have $8.61B invested in Apollo Global Management in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 156 increasing their positions, 111 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

41% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 111

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

10% more funds holding

Funds holding: 399440 (+41)

5.06% more ownership

Funds ownership: 73.88%78.95% (+5.1%)

4% more capital invested

Capital invested by funds: $8.29B → $8.61B (+$322M)

20% less call options, than puts

Call options by funds: $139M | Put options by funds: $173M

Holders
440
Holders Change
+41
Holders Change %
+10.28%
% of All Funds
7.73%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
96
Increased
156
Reduced
111
Closed
49
Calls
$139M
Puts
$173M
Net Calls
-$33.7M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
26
1832 Asset Management
Ontario, Canada
$60.4M +$35.3M +725,218 +132%
Northern Trust
27
Northern Trust
Illinois
$54.5M +$2.05M +42,213 +4%
RCMNY
28
Rubric Capital Management (New York)
New York
$53.6M +$55.5M +1,140,274 New
Wellington Management Group
29
Wellington Management Group
Massachusetts
$52.9M +$25.3M +519,103 +86%
Renaissance Technologies
30
Renaissance Technologies
New York
$52.8M +$54.6M +1,122,434 New
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$51.6M +$14.2M +291,333 +36%
William Blair Investment Management
32
William Blair Investment Management
Illinois
$49.6M +$3.56M +73,253 +7%
Goldman Sachs
33
Goldman Sachs
New York
$48.2M +$14.2M +291,968 +40%
MG
34
Markel Group
Virginia
$47.6M
Select Equity Group
35
Select Equity Group
New York
$45.8M +$1.9M +38,955 +4%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$45M +$42.2M +868,056 +973%
Citigroup
37
Citigroup
New York
$43.6M +$12.9M +264,592 +40%
MC
38
MIG Capital
California
$42.4M -$5.18M -106,515 -11%
Federated Hermes
39
Federated Hermes
Pennsylvania
$40.6M -$18.8M -386,960 -31%
Wells Fargo
40
Wells Fargo
California
$38.3M +$5.07M +104,177 +15%
Franklin Resources
41
Franklin Resources
California
$37.9M +$9.22M +189,494 +31%
TCM
42
TimesSquare Capital Management
New York
$37.6M +$38.9M +799,500 New
Jennison Associates
43
Jennison Associates
New York
$37.2M +$7.69M +157,999 +25%
PGH
44
Partners Group Holding
Switzerland
$36.5M +$4.02M +82,633 +12%
CS
45
Credit Suisse
Switzerland
$36.1M +$4.17M +85,619 +13%
IGM
46
Incline Global Management
New York
$35.8M +$37M +761,142 New
JMPWA
47
JP Morgan Private Wealth Advisors
California
$35.2M -$6.8M -139,781 -16%
LCP
48
LGT Capital Partners
Switzerland
$33.1M +$6.08M +125,000 +22%
UBS Group
49
UBS Group
Switzerland
$32.5M +$164K +3,361 +0.5%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$32.2M -$2.31M -47,532 -6%

APO Hedge Fund Activity: Q1 2021 in Review

440 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2021, worth a combined $8.61B — up 3.9% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new APO positions and 49 closed out — a net gain of 47 holders — while 156 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $201M.

  • 440 institutional investors held Apollo Global Management (APO) as of Q1 2021, up from 399 in Q4 2020.
  • Funds reported $8.61B of Apollo Global Management stock for Q1 2021, up 3.9% quarter-over-quarter.
  • 96 funds opened new Apollo Global Management positions in Q1 2021 and 49 closed out, a net change of +47 holders.
  • The largest Apollo Global Management buyer in Q1 2021 was Charles Schwab, an estimated $80.5M added.
  • The largest Apollo Global Management seller in Q1 2021 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2021.