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Apollo Global Management

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: 3444 (+10)

20% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 203

10% more funds holding

Funds holding: 610674 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NA
526
Navellier & Associates
Nevada
$202K +$188K +3,159 New
RFA
527
Resurgent Financial Advisors
Georgia
$196K -$115K -1,939 -39%
LFG
528
Larson Financial Group
Missouri
$185K -$66.6K -1,121 -28%
Canada Pension Plan Investment Board
529
Canada Pension Plan Investment Board
Ontario, Canada
$185K -$1.13M -19,000 -87%
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$176K -$17.9K -301 -10%
ST
531
Smithfield Trust
Pennsylvania
$176K +$4.39K +74 +3%
O
532
Ossiam
France
$165K
DAM
533
Delta Asset Management
Tennessee
$157K +$146K +2,463 New
PG
534
Proffitt & Goodson
Tennessee
$148K
TRCT
535
Tower Research Capital (TRC)
New York
$148K -$2.53M -42,623 -95%
HCM
536
Hollencrest Capital Management
California
$133K +$124K +2,088 New
IHWM
537
Iron Horse Wealth Management
Iowa
$133K
CLOS
538
Compagnie Lombard Odier SCmA
Switzerland
$133K +$124K +2,086 New
WPWM
539
Western Pacific Wealth Management
Illinois
$129K +$42.2K +711 +54%
CF
540
Centaurus Financial
California
$129K +$120K +2,025 New
CA
541
CoreCap Advisors
Michigan
$128K +$119K +2,005 New
SC
542
SouthState Corp
Florida
$128K
BCV
543
Banque Cantonale Vaudoise
Switzerland
$121K
QCG
544
Quadrant Capital Group
Ohio
$121K +$63.3K +1,066 +129%
AA
545
Alta Advisers
United Kingdom
$102K
Dimensional Fund Advisors
546
Dimensional Fund Advisors
Texas
$101K -$21.7M -366,126 -19%
S
547
Seeyond
France
$99.2K -$250K -4,207 -73%
PAM
548
Paradigm Asset Management
New York
$96.1K -$1.34M -22,600 -94%
CG
549
Cutler Group
California
$89K -$29.6K -498 -26%
PA
550
Parallel Advisors
California
$87.3K +$18.6K +314 +30%

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.