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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
WW
476
Waterfront Wealth
Kansas
$695K
Lido Advisors
477
Lido Advisors
California
$693K +$875K +9,907 +218%
APG Asset Management
478
APG Asset Management
Netherlands
$693K
BP
479
BBR Partners
New York
$683K
FG
480
Fiduciary Group
Georgia
$681K -$7.5K -85 -1%
CTA
481
Chesley Taft & Associates
Illinois
$677K +$641K +7,263 New
Calamos Advisors
482
Calamos Advisors
Illinois
$671K
GLR
483
Great Lakes Retirement
Ohio
$670K +$61.6K +698 +11%
MLM
484
Mount Lucas Management
Pennsylvania
$664K +$3K +34 +0.5%
NYLIM
485
New York Life Investment Management
New York
$661K +$68.3K +774 +12%
VEA
486
Virtus ETF Advisers
New York
$658K +$623K +7,058 New
WCA
487
Westover Capital Advisors
Delaware
$656K +$201K +2,274 +48%
TGAM
488
TBH Global Asset Management
Tennessee
$652K
IC
489
IEQ Capital
California
$648K +$19K +215 +3%
GFS
490
GYL Financial Synergies
Connecticut
$646K +$11.5K +130 +2%
SG Americas Securities
491
SG Americas Securities
New York
$644K -$236K -2,675 -28%
WT
492
Whittier Trust
California
$641K -$795 -9 -0.1%
SWP
493
Stratos Wealth Partners
Ohio
$641K +$88 +1 +0%
MIM
494
Merrion Investment Management
New Jersey
$639K
AAM
495
Advisors Asset Management
Colorado
$635K +$602K +6,819 New
TWC
496
TD Waterhouse Canada
Ontario, Canada
$625K +$431K +4,878 +365%
VCM
497
Virtue Capital Management
Tennessee
$623K
NGA
498
Naples Global Advisors
Florida
$622K -$70.6K -800 -11%
OIA
499
OneDigital Investment Advisors
Kansas
$622K +$589K +6,674 New
DC
500
Davenport & Co
Virginia
$621K -$55.5K -629 -9%

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.