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Apollo Global Management
APO

Overview Fund Activity

610 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, 243 increasing their positions, 156 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-3
Holders Change %
-0.49%
% 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
243
Reduced
156
Closed
96
Calls
$205M
Puts
$178M
Net Calls
+$26.6M
Net Calls Change
+$36.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$287M
2
SOMRS
State of Michigan Retirement System
Michigan
+$218M
3
BlackRock
BlackRock
New York
+$159M
4
Citadel Advisors
Citadel Advisors
Florida
+$126M
5
CWP
Curated Wealth Partners
California
+$125M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$298M
2
Invesco
Invesco
Georgia
-$109M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$96.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$82.8M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
501
Selective Wealth Management
Virginia
$65K – – –
MAM
502
Meeder Asset Management
Ohio
$63K -$18.4K -381 -23%
TH
503
TCTC Holdings
Texas
$61K – – –
CCM
504
Covington Capital Management
California
$58K – – –
TCWA
505
Ten Capital Wealth Advisors
Washington
$57K – – –
MWC
506
MBM Wealth Consultants
Missouri
$56K – – –
Bank of Montreal
507
Bank of Montreal
Ontario, Canada
$55.5K +$14.4K +274,504 +35%
PTC
508
Private Trust Company
Ohio
$54K +$54K +1,109 New
SWM
509
Spire Wealth Management
Virginia
$54K +$54K +1,113 New
SWA
510
SOA Wealth Advisors
New York
$52K – – –
PA
511
Parallel Advisors
California
$52K +$1.06K +22 +2%
MWA
512
Moser Wealth Advisors
Washington
$48K – – –
HWA
513
Heritage Wealth Advisors
Virginia
$48K – – –
QCG
514
Quadrant Capital Group
Ohio
$48K +$4.78K +99 +11%
NFSG
515
Newbridge Financial Services Group
Florida
$42K -$827 -17 -2%
MA
516
Montag & Associates
Georgia
$39K – – –
TFA
517
Toth Financial Advisory
Virginia
$38K – – –
EWA
518
EverSource Wealth Advisors
Alabama
$36K +$8.71K +177 +32%
SSG
519
Summit Securities Group
New York
$34K – – –
RA
520
Rational Advisors
New York
$34K +$5.55K +116 +19%
CT
521
Cambridge Trust
Massachusetts
$34K +$34K +693 New
WT
522
Washington Trust
Rhode Island
$34K +$34K +700 New
WTA
523
Washington Trust Advisors
Massachusetts
$33K +$5.08K +104 +18%
BWL
524
Bogart Wealth LLC
Virginia
$31K +$28.9K +600 +1,395%
PH
525
Pinnacle Holdings
Oklahoma
$30.8K +$30.8K +635 New
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