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Apollo Global Management

612 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, 244 increasing their positions, 157 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 157

15% more call options, than puts

Call options by funds: $205M | Put options by funds: $178M

11% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 97

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

2.73% more ownership

Funds ownership: 53.81%56.54% (+2.7%)

1% less funds holding

Funds holding: 616612 (-4)

18% less capital invested

Capital invested by funds: $19B → $15.7B (-$3.33B)

Holders
612
Holders Change
-4
Holders Change %
-0.65%
% 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
244
Reduced
157
Closed
97
Calls
$205M
Puts
$178M
Net Calls
+$26.6M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$31K +$32.6K +600 +1,395%
PH
527
Pinnacle Holdings
Oklahoma
$30.8K +$34.6K +635 New
ACA
528
Atlas Capital Advisors
Wyoming
$29.1K
CWC
529
Carolinas Wealth Consulting
North Carolina
$29K -$272 -5 -0.8%
JWM
530
Janiczek Wealth Management
Colorado
$29K +$27.6K +508 New
BFEC
531
Benjamin F. Edwards & Company
Missouri
$28K -$525K -9,648 -94%
Bessemer Group
532
Bessemer Group
New Jersey
$28K -$49.4K -908 -61%
CWP
533
Concord Wealth Partners
Virginia
$27K +$4.19K +77 +16%
TWM
534
Tradition Wealth Management
Minnesota
$26K +$218 +4 +0.7%
TC
535
Truvestments Capital
Florida
$26K +$29.7K +545 New
OCM
536
Orion Capital Management
California
$24K
WTC
537
WhitTier Trust Company
Nevada
$24K
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$54 +1 +0.2%
HCP
539
Hexagon Capital Partners
Arkansas
$24K +$5.12K +94 +24%
PFBT
540
Parkside Financial Bank & Trust
Missouri
$23K +$1.36K +25 +6%
CSPIA
541
Cary Street Partners Investment Advisory
Virginia
$23K +$26.1K +480 New
ME
542
McIlrath & Eck
Washington
$22K
HBW
543
Hazlett, Burt & Watson
West Virginia
$21K -$8K -147 -25%
MRCM
544
M&R Capital Management
New Jersey
$20K
Fifth Third Bancorp
545
Fifth Third Bancorp
Ohio
$20K +$20.6K +379 +1,184%
ADL
546
Asset Dedication LLC
California
$19K
CA
547
Clearstead Advisors
Ohio
$18K
SBL
548
Sargent Bickham Lagudis
Colorado
$18K
EIP
549
Ellis Investment Partners
Pennsylvania
$18K +$109 +2 +0.5%
AP
550
Arlington Partners
Alabama
$18K +$20.2K +371 New

APO Hedge Fund Activity: Q2 2022 in Review

612 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q2 2022, worth a combined $15.7B — down 18% from $19B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new APO positions and 97 closed out — a net gain of 11 holders — while 244 added to existing stakes and 157 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $322M. The largest seller was Vanguard Group, cutting an estimated $334M.

  • 612 institutional investors held Apollo Global Management (APO) as of Q2 2022, down from 616 in Q1 2022.
  • Funds reported $15.7B of Apollo Global Management stock for Q2 2022, down 18% quarter-over-quarter.
  • 108 funds opened new Apollo Global Management positions in Q2 2022 and 97 closed out, a net change of +11 holders.
  • The largest Apollo Global Management buyer in Q2 2022 was T. Rowe Price Associates, an estimated $322M added.
  • The largest Apollo Global Management seller in Q2 2022 was Vanguard Group, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2022.