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Apollo Global Management

758 hedge funds and large institutions have $28.7B invested in Apollo Global Management in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 44

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.18B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

9% more funds holding

Funds holding: 694758 (+64)

5% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 247

0.09% more ownership

Funds ownership: 56.26%56.35% (+0.09%)

7% less call options, than puts

Call options by funds: $471M | Put options by funds: $504M

Holders
758
Holders Change
+64
Holders Change %
+9.22%
% of All Funds
12.03%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.71%
New
118
Increased
260
Reduced
247
Closed
44
Calls
$471M
Puts
$504M
Net Calls
-$33.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
26
State of Michigan Retirement System
Michigan
$199M -$49.8M -592,000 -21%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$190M +$9.76M +116,062 +6%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$183M -$24.3M -289,110 -12%
Millennium Management
29
Millennium Management
New York
$171M +$160M +1,902,451 +60,549%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$171M +$16.1M +191,881 +11%
JP Morgan Chase
31
JP Morgan Chase
New York
$156M +$2.1M +24,925 +1%
Jane Street
32
Jane Street
New York
$148M +$125M +1,489,747 +952%
CLG
33
Cooperman Leon G
$146M
VOYA Investment Management
34
VOYA Investment Management
Georgia
$145M -$10.3M -122,104 -7%
UBS AM
35
UBS AM
Illinois
$140M +$3.18M +37,798 +2%
Bank of America
36
Bank of America
North Carolina
$140M +$5.87M +69,815 +5%
Charles Schwab
37
Charles Schwab
California
$122M +$4.28M +50,899 +4%
N
38
Nuveen
North Carolina
$122M -$1.19M -14,207 -1%
Federated Hermes
39
Federated Hermes
Pennsylvania
$121M +$35.6M +423,538 +46%
Swiss National Bank
40
Swiss National Bank
Switzerland
$115M -$13.9M -165,000 -11%
FCM
41
Frontier Capital Management
Massachusetts
$114M +$28.7M +342,006 +37%
LWCA
42
Locust Wood Capital Advisers
New York
$105M +$12.1M +143,876 +14%
PC
43
PM Capital
Australia
$100M -$10.3M -122,358 -10%
PC
44
PointState Capital
New York
$98.4M +$92.1M +1,096,060 New
SIG
45
Senator Investment Group
New York
$98.3M -$13M -155,000 -12%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$96.4M -$3.63M -43,154 -4%
OCP
47
OCO Capital Partners
New York
$94.2M -$12.6M -150,000 -13%
RJA
48
Raymond James & Associates
Florida
$93.1M +$1.71M +20,348 +2%
MG
49
Markel Group
Virginia
$90.9M
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$89.6M -$27.6M -328,739 -25%

APO Hedge Fund Activity: Q3 2023 in Review

758 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new APO positions and 44 closed out — a net gain of 74 holders — while 260 added to existing stakes and 247 trimmed.

The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 758 institutional investors held Apollo Global Management (APO) as of Q3 2023, up from 694 in Q2 2023.
  • Funds reported $28.7B of Apollo Global Management stock for Q3 2023, up 17% quarter-over-quarter.
  • 118 funds opened new Apollo Global Management positions in Q3 2023 and 44 closed out, a net change of +74 holders.
  • The largest Apollo Global Management buyer in Q3 2023 was Millennium Management, an estimated $160M added.
  • The largest Apollo Global Management seller in Q3 2023 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.