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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
PCIA
476
Prime Capital Investment Advisors
Kansas
$580K -$226K -2,686 -29%
VCS
477
Vaughan & Co Securities
New Jersey
$571K -$3.28K -39 -0.6%
CA
478
Carson Advisory
Georgia
$568K -$16.7K -199 -3%
NYLIM
479
New York Life Investment Management
New York
$568K -$24K -285 -4%
Wealth Enhancement Advisory Services
480
Wealth Enhancement Advisory Services
Minnesota
$565K +$529K +6,290 New
FMAEN1
481
Fund Management at Engine No 1
California
$560K +$52.5K +625 +11%
EWM
482
Evercore Wealth Management
New York
$545K +$4.79K +57 +0.9%
LIA
483
LSP Investment Advisors
New York
$539K
IIM
484
InTrack Investment Management
Vermont
$526K -$18.9K -225 -4%
GI
485
GAMCO Investors
Connecticut
$523K -$90.4K -1,075 -16%
WA
486
Wambolt & Associates
Colorado
$508K -$6.3K -75 -1%
GC
487
Gilbert & Cook
Iowa
$508K
SW
488
SVB Wealth
Massachusetts
$507K +$14.4K +171 +3%
CM
489
Capula Management
Cayman Islands
$503K +$471K +5,600 New
SGA
490
Seaport Global Advisors
Massachusetts
$499K +$177K +2,102 +61%
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$499K +$18.1K +215 +4%
EI
492
Ellevest Inc
New York
$493K +$91.2K +1,085 +25%
SDWIA
493
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$489K
AWM
494
AE Wealth Management
Kansas
$488K +$203K +2,416 +80%
CI
495
Cigna Investments
Connecticut
$483K
SAM
496
Seelaus Asset Management
New Jersey
$477K
DADC
497
D.A. Davidson & Co
Montana
$467K -$429K -5,100 -49%
AFM
498
Abbot Financial Management
Massachusetts
$467K
HFM
499
Harvest Fund Management
China
$466K +$353K +4,203 +424%
GLA
500
Great Lakes Advisors
Illinois
$463K -$799K -9,506 -65%

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.