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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$155M -$73M -1,090,672 -31%
SC
27
Samlyn Capital
New York
$142M +$32M +477,528 +27%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$129M -$55.7M -831,614 -29%
Bank of America
29
Bank of America
North Carolina
$129M +$30.1M +450,024 +28%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$126M -$6M -89,641 -4%
CLG
31
Cooperman Leon G
$116M
JP Morgan Chase
32
JP Morgan Chase
New York
$108M -$12.9M -192,908 -10%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$107M +$6.67M +99,572 +6%
UBS AM
34
UBS AM
Illinois
$96.4M +$1.82M +27,107 +2%
SIG
35
Senator Investment Group
New York
$90M +$38.5M +575,000 +68%
N
36
Nuveen
North Carolina
$88.4M -$1.38M -20,579 -1%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$85M +$3.59M +53,616 +4%
OCP
38
OCO Capital Partners
New York
$82.1M
Charles Schwab
39
Charles Schwab
California
$80.7M +$1.83M +27,356 +2%
PC
40
PM Capital
Australia
$79.9M +$1.11M +16,572 +1%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$79.7M -$4.52M -67,569 -5%
NCA
42
Newbrook Capital Advisors
New York
$78.2M +$15.6M +233,120 +23%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$76.2M -$47.4M -707,377 -37%
DC
44
Dendur Capital
New York
$73.6M +$12.2M +182,000 +18%
PCM
45
Palestra Capital Management
New York
$72.7M +$22.7M +338,704 +42%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$72.2M -$549K -8,204 -0.7%
FPCG
47
Fort Pitt Capital Group
Pennsylvania
$71.5M +$487K +7,276 +0.6%
Franklin Resources
48
Franklin Resources
California
$70.5M +$693K +10,352 +0.9%
Invesco
49
Invesco
Georgia
$67.4M -$2.56M -38,200 -3%
ZIG
50
Zurich Insurance Group
Switzerland
$66.8M +$16.5M +246,784 +30%

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.