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Apollo Global Management

694 hedge funds and large institutions have $24.5B invested in Apollo Global Management in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 213 increasing their positions, 241 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

48% more call options, than puts

Call options by funds: $429M | Put options by funds: $289M

25% more capital invested

Capital invested by funds: $19.6B → $24.5B (+$4.87B)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

6% more funds holding

Funds holding: 655694 (+39)

1.81% more ownership

Funds ownership: 54.45%56.26% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 241

Holders
694
Holders Change
+39
Holders Change %
+5.95%
% of All Funds
10.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.64%
New
109
Increased
213
Reduced
241
Closed
66
Calls
$429M
Puts
$289M
Net Calls
+$140M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$179M -$8.55M -127,850 -5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$154M +$290K +4,333 +0.2%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$133M +$25.9M +387,900 +29%
JP Morgan Chase
29
JP Morgan Chase
New York
$132M +$112K +1,674 +0.1%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$131M -$22.5M -336,405 -16%
CLG
31
Cooperman Leon G
$125M -$14.3M -213,400 -12%
SC
32
Samlyn Capital
New York
$119M -$46.2M -691,468 -31%
Bank of America
33
Bank of America
North Carolina
$114M -$36.8M -551,002 -27%
Swiss National Bank
34
Swiss National Bank
Switzerland
$111M +$96.5M +1,442,614 New
N
35
Nuveen
North Carolina
$105M -$2.01M -30,100 -2%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$102M -$237M -3,542,156 -73%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$102M -$24.1M -359,942 -21%
Charles Schwab
38
Charles Schwab
California
$100M +$1.99M +29,730 +2%
UBS AM
39
UBS AM
Illinois
$96.4M
SIG
40
Senator Investment Group
New York
$96M -$11.7M -175,000 -12%
PC
41
PM Capital
Australia
$95.2M -$1.71M -25,546 -2%
Barclays
42
Barclays
United Kingdom
$95M +$49.6M +741,718 +150%
OCP
43
OCO Capital Partners
New York
$92.2M -$6.69M -100,000 -8%
FPCG
44
Fort Pitt Capital Group
Pennsylvania
$87.8M +$697K +10,419 +0.9%
Amundi
45
Amundi
France
$87.6M +$25.6M +383,192 +51%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$85.8M -$9.63M -143,949 -11%
Franklin Resources
47
Franklin Resources
California
$85.8M +$105K +1,563 +0.1%
Citadel Advisors
48
Citadel Advisors
Florida
$84.9M +$6.24M +93,271 +9%
Invesco
49
Invesco
Georgia
$80M -$1.71M -25,513 -2%
DC
50
Dendur Capital
New York
$79.5M -$8.75M -130,840 -11%