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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
501
Marcum Wealth
Ohio
$215K -$42.5K -635 -16%
FWM
502
FFT Wealth Management
Pennsylvania
$214K -$63K -941 -22%
DT
503
Diversified Trust
Tennessee
$214K -$8.1K -121 -3%
ECM
504
Evergreen Capital Management
Washington
$213K +$2.48K +37 +1%
DU
505
Delphia (USA)
Ontario, Canada
$213K -$2.41K -36 -1%
CGH
506
Crossmark Global Holdings
Texas
$211K +$224K +3,345 New
NA
507
Navellier & Associates
Nevada
$211K +$12.1K +181 +6%
CAMG
508
CWA Asset Management Group
Florida
$208K
O
509
Ossiam
France
$206K +$45.3K +677 +26%
WWM
510
Western Wealth Management
Colorado
$205K
VCM
511
Vivaldi Capital Management
Illinois
$204K -$304K -4,537 -58%
IWM
512
IHT Wealth Management
Illinois
$202K +$214K +3,197 New
PI
513
Pettee Investors
Connecticut
$202K
BBHC
514
Brown Brothers Harriman & Co
New York
$200K
ST
515
Smithfield Trust
Pennsylvania
$192K +$18.8K +281 +10%
LFG
516
Larson Financial Group
Missouri
$183K
EI
517
Ellevest Inc
New York
$175K +$144K +2,143 +341%
FDCDDQ
518
Federation des caisses Desjardins du Quebec
Quebec, Canada
$169K +$179K +2,668 New
Lazard Asset Management
519
Lazard Asset Management
New York
$168K -$2.65M -39,595 -94%
DAM
520
Delta Asset Management
Tennessee
$145K -$10.9K -163 -7%
SC
521
SouthState Corp
Florida
$126K
QCG
522
Quadrant Capital Group
Ohio
$126K +$7.17K +107 +6%
PG
523
Proffitt & Goodson
Tennessee
$122K -$26.8K -400 -17%
BCV
524
Banque Cantonale Vaudoise
Switzerland
$120K
AP
525
Arlington Partners
Alabama
$118K +$100K +1,500 +404%

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.