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Apollo Global Management

842 hedge funds and large institutions have $31.8B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 293 increasing their positions, 264 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

18% more call options, than puts

Call options by funds: $669M | Put options by funds: $569M

11% more funds holding

Funds holding: 758842 (+84)

11% more capital invested

Capital invested by funds: $28.7B → $31.8B (+$3.17B)

11% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 264

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3.86% more ownership

Funds ownership: 56.35%60.21% (+3.9%)

Holders
842
Holders Change
+84
Holders Change %
+11.08%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
147
Increased
293
Reduced
264
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
501
GAMCO Investors
Connecticut
$613K +$66.2K +750 +13%
CA
502
Carson Advisory
Georgia
$581K -$8.74K -99 -2%
KCM
503
Kendall Capital Management
Maryland
$574K +$544K +6,160 New
LIA
504
LSP Investment Advisors
New York
$559K
MAS
505
Meeder Advisory Services
Ohio
$547K +$68.6K +777 +15%
FHB
506
First Hawaiian Bank
Hawaii
$547K +$308K +3,492 +147%
LCS
507
Levin Capital Strategies
New York
$542K -$88.3K -1,000 -15%
UCFA
508
United Capital Financial Advisors
Texas
$535K +$299K +3,390 +144%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$534K +$14.9K +169 +3%
NA
510
Navellier & Associates
Nevada
$532K +$124K +1,401 +32%
AWG
511
Altus Wealth Group
Colorado
$531K +$504K +5,703 New
VCS
512
Vaughan & Co Securities
New Jersey
$531K -$58.7K -665 -10%
Wealth Enhancement Advisory Services
513
Wealth Enhancement Advisory Services
Minnesota
$522K -$60.9K -690 -11%
SDWIA
514
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$508K
CI
515
Cigna Investments
Connecticut
$505K +$3.88K +44 +0.8%
WP
516
Westmount Partners
California
$502K +$34.5K +391 +8%
CC
517
Chicago Capital
Illinois
$502K +$75K +850 +19%
IIM
518
InTrack Investment Management
Vermont
$498K -$45.3K -513 -9%
SCP
519
Stamos Capital Partners
California
$497K +$471K +5,330 New
SAM
520
Seelaus Asset Management
New Jersey
$495K
WA
521
Wambolt & Associates
Colorado
$494K -$32.2K -365 -6%
EI
522
Ellevest Inc
New York
$494K -$16.8K -190 -3%
DADC
523
D.A. Davidson & Co
Montana
$485K
GLA
524
Great Lakes Advisors
Illinois
$479K -$971 -11 -0.2%
FFM
525
Forum Financial Management
Illinois
$479K

APO Hedge Fund Activity: Q4 2023 in Review

842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2023, worth a combined $31.8B — up 11% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new APO positions and 53 closed out — a net gain of 94 holders — while 293 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $366M sold.

  • 842 institutional investors held Apollo Global Management (APO) as of Q4 2023, up from 758 in Q3 2023.
  • Funds reported $31.8B of Apollo Global Management stock for Q4 2023, up 11% quarter-over-quarter.
  • 147 funds opened new Apollo Global Management positions in Q4 2023 and 53 closed out, a net change of +94 holders.
  • The largest Apollo Global Management buyer in Q4 2023 was Morgan Stanley, an estimated $623M added.
  • The largest Apollo Global Management seller in Q4 2023 was EdgePoint Investment Group, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.