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Apollo Global Management

612 hedge funds and large institutions have $15.7B invested in Apollo Global Management in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 244 increasing their positions, 157 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 157

15% more call options, than puts

Call options by funds: $205M | Put options by funds: $178M

11% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 97

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

2.73% more ownership

Funds ownership: 53.81%56.54% (+2.7%)

1% less funds holding

Funds holding: 616612 (-4)

18% less capital invested

Capital invested by funds: $19B → $15.7B (-$3.33B)

Holders
612
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
10.31%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.59%
New
108
Increased
244
Reduced
157
Closed
97
Calls
$205M
Puts
$178M
Net Calls
+$26.6M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
501
TD Waterhouse Canada
Ontario, Canada
$94.1K -$281K -5,163 -76%
BCV
502
Banque Cantonale Vaudoise
Switzerland
$92K -$555K -10,200 -84%
SWM
503
Selective Wealth Management
Virginia
$65K
MAM
504
Meeder Asset Management
Ohio
$63K -$20.7K -381 -23%
TH
505
TCTC Holdings
Texas
$61K
CCM
506
Covington Capital Management
California
$58K
TCWA
507
Ten Capital Wealth Advisors
Washington
$57K
MWC
508
MBM Wealth Consultants
Missouri
$56K
Bank of Montreal
509
Bank of Montreal
Ontario, Canada
$55.5K +$14.9M +274,504 +35%
PTC
510
Private Trust Company
Ohio
$54K +$60.3K +1,109 New
SWM
511
Spire Wealth Management
Virginia
$54K +$60.6K +1,113 New
SWA
512
SOA Wealth Advisors
New York
$52K
PA
513
Parallel Advisors
California
$52K +$1.2K +22 +2%
HWA
514
Heritage Wealth Advisors
Virginia
$48K
MWA
515
Moser Wealth Advisors
Washington
$48K
QCG
516
Quadrant Capital Group
Ohio
$48K +$5.39K +99 +11%
NFSG
517
Newbridge Financial Services Group
Florida
$42K -$925 -17 -2%
MA
518
Montag & Associates
Georgia
$39K
TFA
519
Toth Financial Advisory
Virginia
$38K
EWA
520
EverSource Wealth Advisors
Alabama
$36K +$9.63K +177 +32%
SSG
521
Summit Securities Group
New York
$34K
RA
522
Rational Advisors
New York
$34K +$6.31K +116 +19%
CT
523
Cambridge Trust
Massachusetts
$34K +$37.7K +693 New
WT
524
Washington Trust
Rhode Island
$34K +$38.1K +700 New
WTA
525
Washington Trust Advisors
Massachusetts
$33K +$5.66K +104 +18%

APO Hedge Fund Activity: Q2 2022 in Review

612 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q2 2022, worth a combined $15.7B — down 18% from $19B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new APO positions and 97 closed out — a net gain of 11 holders — while 244 added to existing stakes and 157 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $322M. The largest seller was Vanguard Group, cutting an estimated $334M.

  • 612 institutional investors held Apollo Global Management (APO) as of Q2 2022, down from 616 in Q1 2022.
  • Funds reported $15.7B of Apollo Global Management stock for Q2 2022, down 18% quarter-over-quarter.
  • 108 funds opened new Apollo Global Management positions in Q2 2022 and 97 closed out, a net change of +11 holders.
  • The largest Apollo Global Management buyer in Q2 2022 was T. Rowe Price Associates, an estimated $322M added.
  • The largest Apollo Global Management seller in Q2 2022 was Vanguard Group, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2022.