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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
DILIC
501
Dai-ichi Life Insurance Company
Japan
$237K +$221K +3,722 New
CC
502
Corton Capital
Ontario, Canada
$236K -$66.8K -1,125 -23%
RIA
503
Realta Investment Advisors
Delaware
$235K -$36.1K -608 -14%
IAIM
504
International Assets Investment Management
Florida
$234K +$218K +3,662 New
TFS
505
Thoroughbred Financial Services
Tennessee
$231K +$216K +3,632 New
BFS
506
Bradley Foster & Sargent
Connecticut
$231K +$215K +3,618 New
LSA
507
Leonteq Securities AG
Switzerland
$230K – – –
MCM
508
MAI Capital Management
Ohio
$230K +$214K +3,603 New
WCA
509
Westover Capital Advisors
Delaware
$230K +$214K +3,600 New
ONB
510
Old National Bancorp
Indiana
$228K +$213K +3,581 New
DT
511
Diversified Trust
Tennessee
$223K +$208K +3,503 New
DCM
512
Driehaus Capital Management
Illinois
$222K -$108K -1,814 -34%
DU
513
Delphia (USA)
Ontario, Canada
$217K -$90K -1,515 -31%
KA
514
Kovack Advisors
Florida
$215K +$200K +3,364 New
ECM
515
Evergreen Capital Management
Washington
$213K +$198K +3,336 New
CAMG
516
CWA Asset Management Group
Florida
$211K +$196K +3,300 New
Wealthfront Advisers
517
Wealthfront Advisers
California
$209K +$195K +3,276 New
WWM
518
Western Wealth Management
Colorado
$208K -$245K -4,123 -56%
MFS
519
Mirabella Financial Services
United Kingdom
$207K -$456K -7,681 -70%
PI
520
Pettee Investors
Connecticut
$204K +$190K +3,192 New
RCM
521
Requisite Capital Management
Texas
$204K +$190K +3,198 New
MAS
522
Meeder Advisory Services
Ohio
$203K +$189K +3,182 New
AT
523
American Trust
Kentucky
$202K +$189K +3,174 New
KWM
524
Kingsview Wealth Management
Oregon
$202K +$188K +3,165 New
BBHC
525
Brown Brothers Harriman & Co
New York
$202K -$21.3K -359 -10%
19 20
21
22 23

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.