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Apollo Global Management
APO

674 hedge funds and large institutions have $21.2B invested in Apollo Global Management in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 243 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 51

40% more capital invested

Capital invested by funds: $15.1B → $21.2B (+$6.08B)

29% more funds holding in top 10

Funds holding in top 10: 34 → 44 (+10)

20% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 203

10% more funds holding

Funds holding: 610 → 674 (+64)

1.41% less ownership

Funds ownership: 57.19% → 55.78% (-1.4%)

40% less call options, than puts

Call options by funds: $246M | Put options by funds: $413M

Holders
674
Holders Change
+64
Holders Change %
+10.49%
% of All Funds
10.83%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.71%
New
126
Increased
243
Reduced
203
Closed
51
Calls
$246M
Puts
$413M
Net Calls
-$167M
Net Calls Change
-$148M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M
3
SC
Samlyn Capital
New York
+$105M
4
BlackRock
BlackRock
New York
+$74.4M
5
JCM
Junto Capital Management
New York
+$63.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$213M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$135M
3
Capital International Investors
Capital International Investors
California
-$127M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$107M
5
Citadel Advisors
Citadel Advisors
Florida
-$98.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGA
476
Seaport Global Advisors
Massachusetts
$291K -$23.3K -392 -8%
AIM
477
Allen Investment Management
New York
$287K – – –
CM
478
Cornerstone Management
Georgia
$281K +$262K +4,409 New
FWM
479
FFT Wealth Management
Pennsylvania
$276K +$257K +4,323 New
PRC
480
Pearl River Capital
Michigan
$274K -$587K -9,884 -70%
QL
481
Quarry LP
New York
$274K +$255K +4,299 New
RCA
482
Reitz Capital Advisors
Michigan
$272K -$52K -875 -17%
PSP
483
Principal Street Partners
Tennessee
$269K +$251K +4,219 New
SSW
484
Stone Summit Wealth
Florida
$268K +$249K +4,195 New
GVAG
485
Great Valley Advisor Group
Delaware
$264K +$246K +4,138 New
IFG
486
Independent Financial Group
California
$260K +$242K +4,082 New
BCM
487
Bluefin Capital Management
New York
$260K +$242K +4,080 New
MW
488
Marcum Wealth
Ohio
$258K +$240K +4,037 New
BPA
489
Beacon Pointe Advisors
California
$257K -$238K -4,010 -50%
HNB
490
Huntington National Bank
Ohio
$255K -$9.44K -159 -4%
CAI
491
Capital Advisors Inc
Oklahoma
$255K +$238K +4,000 New
SFPG
492
Stonebridge Financial Planning Group
Florida
$255K +$238K +4,000 New
KWS
493
Keystone Wealth Services
California
$251K +$234K +3,939 New
HFM
494
Harvest Fund Management
China
$251K +$179K +3,013 +329%
OWP
495
Obermeyer Wealth Partners
Colorado
$249K +$232K +3,900 New
ICM
496
Islay Capital Management
Texas
$246K – – –
SB
497
Sunflower Bank
Texas
$246K -$44K -740 -16%
EFS
498
Essex Financial Services
Connecticut
$244K +$227K +3,828 New
MYLI
499
Meiji Yasuda Life Insurance
Japan
$242K +$226K +3,800 New
SS
500
Simplicity Solutions
Minnesota
$241K +$224K +3,771 New
18 19
20
21 22

APO Hedge Fund Activity: Q4 2022 in Review

674 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2022, worth a combined $21.2B — up 40% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new APO positions and 51 closed out — a net gain of 75 holders — while 243 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Janus Henderson Group, cutting an estimated $213M.

  • 674 institutional investors held Apollo Global Management (APO) as of Q4 2022, up from 610 in Q3 2022.
  • Funds reported $21.2B of Apollo Global Management stock for Q4 2022, up 40% quarter-over-quarter.
  • 126 funds opened new Apollo Global Management positions in Q4 2022 and 51 closed out, a net change of +75 holders.
  • The largest Apollo Global Management buyer in Q4 2022 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Apollo Global Management seller in Q4 2022 was Janus Henderson Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2022.