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Apollo Global Management

694 hedge funds and large institutions have $24.5B invested in Apollo Global Management in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 213 increasing their positions, 241 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

48% more call options, than puts

Call options by funds: $429M | Put options by funds: $289M

25% more capital invested

Capital invested by funds: $19.6B → $24.5B (+$4.87B)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

6% more funds holding

Funds holding: 655694 (+39)

1.81% more ownership

Funds ownership: 54.45%56.26% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 241

Holders
694
Holders Change
+39
Holders Change %
+5.95%
% of All Funds
10.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.64%
New
109
Increased
213
Reduced
241
Closed
66
Calls
$429M
Puts
$289M
Net Calls
+$140M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
501
Essex Financial Services
Connecticut
$305K +$1.67K +25 +0.6%
KWS
502
Keystone Wealth Services
California
$303K
IAN
503
Integrated Advisors Network
Texas
$302K -$52.4K -784 -17%
SSW
504
Stone Summit Wealth
Florida
$300K
JWCA
505
J.W. Cole Advisors
Florida
$298K +$67 +1 +0%
ICM
506
Islay Capital Management
Texas
$296K
DILIC
507
Dai-ichi Life Insurance Company
Japan
$286K
LSA
508
Leonteq Securities AG
Switzerland
$282K -$140K -2,095 -36%
TFS
509
Thoroughbred Financial Services
Tennessee
$282K +$1.54K +23 +0.6%
CGH
510
Crossmark Global Holdings
Texas
$280K +$5.82K +87 +3%
BFS
511
Bradley Foster & Sargent
Connecticut
$278K
MCM
512
MAI Capital Management
Ohio
$278K -$31.4K -470 -12%
WCA
513
Westover Capital Advisors
Delaware
$277K
CF
514
Centaurus Financial
California
$273K -$138K -2,058 -37%
SGA
515
Seaport Global Advisors
Massachusetts
$266K
IFG
516
Independent Financial Group
California
$265K -$20.1K -300 -8%
SB
517
Sunflower Bank
Texas
$264K -$29.2K -436 -11%
MW
518
Marcum Wealth
Ohio
$257K -$4.15K -62 -2%
CAMG
519
CWA Asset Management Group
Florida
$253K
AC
520
AXQ Capital
New Jersey
$253K +$221K +3,300 New
MWM
521
Madison Wealth Management
Ohio
$253K +$221K +3,300 New
CIBC Private Wealth Group
522
CIBC Private Wealth Group
Georgia
$251K +$218K +3,263 New
Acadian Asset Management
523
Acadian Asset Management
Massachusetts
$249K -$1.1M -16,488 -84%
VCM
524
Vivaldi Capital Management
Illinois
$248K
LNC
525
Lincoln National Corp
Pennsylvania
$245K +$214K +3,196 New