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Apollo Global Management

612 hedge funds and large institutions have $15.7B invested in Apollo Global Management in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 244 increasing their positions, 157 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 157

15% more call options, than puts

Call options by funds: $205M | Put options by funds: $178M

11% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 97

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

2.73% more ownership

Funds ownership: 53.81%56.54% (+2.7%)

1% less funds holding

Funds holding: 616612 (-4)

18% less capital invested

Capital invested by funds: $19B → $15.7B (-$3.33B)

Holders
612
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
10.31%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.59%
New
108
Increased
244
Reduced
157
Closed
97
Calls
$205M
Puts
$178M
Net Calls
+$26.6M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$129M -$38.6M -709,082 -21%
CWP
27
Curated Wealth Partners
California
$125M +$140M +2,581,814 New
Northern Trust
28
Northern Trust
Illinois
$121M +$9.23M +169,724 +7%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$121M -$15.4M -282,992 -10%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$118M +$19M +350,087 +17%
PCM
31
Palestra Capital Management
New York
$110M +$42.6M +783,711 +53%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$96.5M -$24.7M -454,808 -19%
Charles Schwab
33
Charles Schwab
California
$94.1M +$2.74M +50,400 +3%
JP Morgan Chase
34
JP Morgan Chase
New York
$92.8M +$14.1M +259,719 +16%
CLG
35
Cooperman Leon G
$89.1M
Bank of New York Mellon
36
Bank of New York Mellon
New York
$89.1M +$15.9M +293,107 +19%
NCA
37
Newbrook Capital Advisors
New York
$85.3M -$39.9M -732,825 -29%
SIG
38
Senator Investment Group
New York
$67.9M -$19M -350,000 -20%
HRCM
39
Hawk Ridge Capital Management
California
$66.3M
OCP
40
OCO Capital Partners
New York
$65.4M +$10.9M +201,000 +17%
CI Investments Inc
41
CI Investments Inc
Ontario, Canada
$65.4M -$2.54M -46,766 -3%
PC
42
PM Capital
Australia
$64.9M +$9.72M +178,689 +15%
N
43
Nuveen
North Carolina
$62.8M +$11.9M +218,973 +20%
Invesco
44
Invesco
Georgia
$62.3M -$122M -2,243,782 -64%
Federated Hermes
45
Federated Hermes
Pennsylvania
$59.7M +$27.9M +513,600 +71%
UBS AM
46
UBS AM
Illinois
$58.6M +$12.7M +232,867 +24%
Franklin Resources
47
Franklin Resources
California
$57.8M +$11.3M +207,732 +21%
RCMNY
48
Rubric Capital Management (New York)
New York
$55.7M +$24.9M +456,860 +66%
FPCG
49
Fort Pitt Capital Group
Pennsylvania
$53.5M +$5.09M +93,561 +9%
HF
50
HRT Financial
New York
$52.6M +$59M +1,084,414 New