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Apollo Global Management
APO

496 hedge funds and large institutions have $13.8B invested in Apollo Global Management in 2021 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 178 increasing their positions, 112 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 112

28% more call options, than puts

Call options by funds: $315M | Put options by funds: $246M

12% more capital invested

Capital invested by funds: $12.4B → $13.8B (+$1.44B)

7% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 119

0% more funds holding

Funds holding: 494 → 496 (+2)

4% less funds holding in top 10

Funds holding in top 10: 26 → 25 (-1)

7.82% less ownership

Funds ownership: 85.5% → 77.69% (-7.8%)

Holders
496
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
7.63%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.38%
New
127
Increased
178
Reduced
112
Closed
119
Calls
$315M
Puts
$246M
Net Calls
+$69.5M
Net Calls Change
+$73.9M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$223M
2
Morgan Stanley
Morgan Stanley
New York
+$154M
3
Renaissance Technologies
Renaissance Technologies
New York
+$143M
4
Two Sigma Investments
Two Sigma Investments
New York
+$138M
5
BlackRock
BlackRock
New York
+$125M

Top Sellers

1
Tiger Global Management
Tiger Global Management
New York
-$1.15B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$136M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$112M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$82.6M
5
NCA
Newbrook Capital Advisors
New York
-$81.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$139M +$138M +1,909,894 +45,713%
ZIG
27
Zurich Insurance Group
Switzerland
$105M -$20.7M -286,890 -17%
HRCM
28
Hawk Ridge Capital Management
California
$99.1M -$17.2M -238,328 -15%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$88.7M -$136M -1,881,191 -61%
Northern Trust
30
Northern Trust
Illinois
$83.7M -$3.24M -44,878 -4%
PC
31
PM Capital
Australia
$83.3M -$8.91M -123,541 -10%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$80.8M +$26.8M +370,825 +50%
Fidelity International
33
Fidelity International
Bermuda
$80.3M +$79.6M +1,102,784 +17,372%
Jennison Associates
34
Jennison Associates
New York
$76.8M +$431K +5,978 +0.6%
MG
35
Markel Group
Virginia
$73.3M – – –
VOYA Investment Management
36
VOYA Investment Management
Georgia
$68.3M -$56.4M -782,134 -45%
CS
37
Credit Suisse
Switzerland
$64.5M +$8.83M +122,367 +16%
RJA
38
Raymond James & Associates
Florida
$63.6M +$4.98M +69,041 +9%
Franklin Resources
39
Franklin Resources
California
$60.8M -$1.07M -14,785 -2%
Wells Fargo
40
Wells Fargo
California
$58.2M -$1.04M -14,392 -2%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$53.6M -$112M -1,548,914 -68%
MC
42
MIG Capital
California
$52.7M -$10.7M -148,419 -17%
DC
43
Dendur Capital
New York
$51M +$198K +2,744 +0.4%
UBS Group
44
UBS Group
Switzerland
$47.6M +$3.74M +51,829 +9%
N
45
Nuveen
North Carolina
$47.3M +$6.8M +94,201 +17%
OCAM
46
Onex Canada Asset Management
Ontario, Canada
$45.3M +$4.2M +58,188 +10%
EG
47
Enstar Group
Bermuda
$42.6M – – –
IGM
48
Incline Global Management
New York
$41M -$12.3M -170,649 -23%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$40.8M +$22.4M +310,775 +126%
First Trust Advisors
50
First Trust Advisors
Illinois
$39.5M +$3.07M +42,499 +8%
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APO Hedge Fund Activity: Q4 2021 in Review

496 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2021, worth a combined $13.8B — up 12% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new APO positions and 119 closed out — a net gain of 8 holders — while 178 added to existing stakes and 112 trimmed.

The largest buyer was Select Equity Group, adding an estimated $223M. The largest seller was Tiger Global Management, cutting an estimated $1.15B.

  • 496 institutional investors held Apollo Global Management (APO) as of Q4 2021, up from 494 in Q3 2021.
  • Funds reported $13.8B of Apollo Global Management stock for Q4 2021, up 12% quarter-over-quarter.
  • 127 funds opened new Apollo Global Management positions in Q4 2021 and 119 closed out, a net change of +8 holders.
  • The largest Apollo Global Management buyer in Q4 2021 was Select Equity Group, an estimated $223M added.
  • The largest Apollo Global Management seller in Q4 2021 was Tiger Global Management, an estimated $1.15B sold.

Based on aggregated 13F filings for Q4 2021.