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Apollo Global Management

616 hedge funds and large institutions have $19B invested in Apollo Global Management in 2022 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 225 increasing their positions, 87 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 87

120% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 104

37% more capital invested

Capital invested by funds: $13.8B → $19B (+$5.17B)

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

24% more funds holding

Funds holding: 496616 (+120)

3% less call options, than puts

Call options by funds: $317M | Put options by funds: $327M

23.88% less ownership

Funds ownership: 77.69%53.81% (-24%)

Holders
616
Holders Change
+120
Holders Change %
+24.19%
% of All Funds
9.72%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.52%
New
229
Increased
225
Reduced
87
Closed
104
Calls
$317M
Puts
$327M
Net Calls
-$10.1M
Net Calls Change
-$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
476
Huntington National Bank
Ohio
$248K
SFPG
477
Stonebridge Financial Planning Group
Florida
$248K
CAI
478
Capital Advisors Inc
Oklahoma
$248K +$263K +4,000 New
MW
479
Marcum Wealth
Ohio
$247K +$262K +3,977 New
MCM
480
MAI Capital Management
Ohio
$246K +$261K +3,967 New
KWS
481
Keystone Wealth Services
California
$244K
LSA
482
Leonteq Securities AG
Switzerland
$243K +$258K +3,923 New
BCM
483
Bluefin Capital Management
New York
$242K +$257K +3,900 New
BFS
484
Bradley Foster & Sargent
Connecticut
$241K +$256K +3,890 New
ICM
485
Islay Capital Management
Texas
$239K -$65.8K -1,000 -21%
CI
486
Cigna Investments
Connecticut
$238K +$253K +3,844 New
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$236K +$251K +3,811 New
Teacher Retirement System of Texas
488
Teacher Retirement System of Texas
Texas
$235K +$249K +3,783 New
B
489
Barings
North Carolina
$235K +$250K +3,797 New
Chevy Chase Trust
490
Chevy Chase Trust
Maryland
$227K +$241K +3,660 New
Boston Partners
491
Boston Partners
Massachusetts
$226K
ISL
492
Ingalls & Snyder LLC
New York
$226K +$240K +3,647 New
TFS
493
Thoroughbred Financial Services
Tennessee
$220K +$1.51K +23 +0.7%
ACM
494
Aquatic Capital Management
Illinois
$217K +$197K +3,000 +600%
I
495
INVST
Indiana
$214K +$5.26K +80 +2%
ECM
496
Evergreen Capital Management
Washington
$214K +$227K +3,457 New
GSEP
497
Golden State Equity Partners
California
$209K +$222K +3,378 New
EFS
498
Essex Financial Services
Connecticut
$206K +$218K +3,318 New
CCA
499
Catalyst Capital Advisors
New York
$205K
CAMG
500
CWA Asset Management Group
Florida
$205K

APO Hedge Fund Activity: Q1 2022 in Review

616 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2022, worth a combined $19B — up 37% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new APO positions and 104 closed out — a net gain of 125 holders — while 225 added to existing stakes and 87 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Tiger Global Management, cutting an estimated $370M.

  • 616 institutional investors held Apollo Global Management (APO) as of Q1 2022, up from 496 in Q4 2021.
  • Funds reported $19B of Apollo Global Management stock for Q1 2022, up 37% quarter-over-quarter.
  • 229 funds opened new Apollo Global Management positions in Q1 2022 and 104 closed out, a net change of +125 holders.
  • The largest Apollo Global Management buyer in Q1 2022 was Capital World Investors, an estimated $1.23B added.
  • The largest Apollo Global Management seller in Q1 2022 was Tiger Global Management, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2022.