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Apollo Global Management

842 hedge funds and large institutions have $31.8B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 293 increasing their positions, 264 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

18% more call options, than puts

Call options by funds: $669M | Put options by funds: $569M

11% more funds holding

Funds holding: 758842 (+84)

11% more capital invested

Capital invested by funds: $28.7B → $31.8B (+$3.17B)

11% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 264

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3.86% more ownership

Funds ownership: 56.35%60.21% (+3.9%)

Holders
842
Holders Change
+84
Holders Change %
+11.08%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
147
Increased
293
Reduced
264
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Curated Wealth Partners
California
$224M -$3.19M -36,081 -1%
Marshall Wace
27
Marshall Wace
United Kingdom
$216M +$205M +2,322,935 New
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$203M +$173M +1,960,662 +921%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$200M +$1.97M +22,256 +1%
JP Morgan Chase
30
JP Morgan Chase
New York
$193M +$29.2M +331,005 +19%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$166M -$23.1M -261,412 -13%
William Blair Investment Management
32
William Blair Investment Management
Illinois
$164M -$12.9M -146,470 -8%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$156M +$5.54M +62,739 +4%
Bank of America
34
Bank of America
North Carolina
$155M +$8.87M +100,451 +6%
CLG
35
Cooperman Leon G
$151M
UBS AM
36
UBS AM
Illinois
$150M +$4.25M +48,113 +3%
Charles Schwab
37
Charles Schwab
California
$132M +$5.28M +59,752 +4%
PC
38
PointState Capital
New York
$132M +$28.1M +318,606 +29%
N
39
Nuveen
North Carolina
$127M +$1.34M +15,212 +1%
Federated Hermes
40
Federated Hermes
Pennsylvania
$119M -$6.37M -72,100 -5%
Swiss National Bank
41
Swiss National Bank
Switzerland
$116M -$3.24M -36,700 -3%
FCM
42
Frontier Capital Management
Massachusetts
$115M -$2.66M -30,110 -2%
SOMRS
43
State of Michigan Retirement System
Michigan
$109M -$92.6M -1,048,442 -47%
LWCA
44
Locust Wood Capital Advisers
New York
$106M -$3.18M -36,035 -3%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$106M +$5.12M +57,990 +5%
SIG
46
Senator Investment Group
New York
$104M +$1.77M +20,000 +2%
RJA
47
Raymond James & Associates
Florida
$100M +$3.24M +36,748 +4%
OCP
48
OCO Capital Partners
New York
$97.8M
Deutsche Bank
49
Deutsche Bank
Germany
$95.1M +$30M +340,243 +50%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$94.4M +$1.26M +14,303 +1%

APO Hedge Fund Activity: Q4 2023 in Review

842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2023, worth a combined $31.8B — up 11% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new APO positions and 53 closed out — a net gain of 94 holders — while 293 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $366M sold.

  • 842 institutional investors held Apollo Global Management (APO) as of Q4 2023, up from 758 in Q3 2023.
  • Funds reported $31.8B of Apollo Global Management stock for Q4 2023, up 11% quarter-over-quarter.
  • 147 funds opened new Apollo Global Management positions in Q4 2023 and 53 closed out, a net change of +94 holders.
  • The largest Apollo Global Management buyer in Q4 2023 was Morgan Stanley, an estimated $623M added.
  • The largest Apollo Global Management seller in Q4 2023 was EdgePoint Investment Group, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.