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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
RFA
526
Resurgent Financial Advisors
Georgia
$115K -$84.1K -1,256 -41%
NIMI
527
Natixis Investment Managers International
France
$108K -$453K -6,765 -80%
CSS
528
Cubist Systematic Strategies
Connecticut
$107K -$4.29M -64,047 -97%
IHWM
529
Iron Horse Wealth Management
Iowa
$107K -$26.3K -393 -19%
OAM
530
Ostrum Asset Management
France
$106K +$113K +1,680 New
AA
531
Alta Advisers
United Kingdom
$101K
QL
532
Quarry LP
New York
$97.6K -$184K -2,753 -64%
PAM
533
Paradigm Asset Management
New York
$92K -$3.35K -50 -3%
WPWM
534
Western Pacific Wealth Management
Illinois
$86.5K -$43.9K -655 -32%
SWM
535
Spire Wealth Management
Virginia
$84.8K +$7.83K +117 +10%
AAS
536
Ameritas Advisory Services
Nebraska
$84.4K -$313K -4,680 -78%
TCWA
537
Ten Capital Wealth Advisors
Washington
$84.3K
CIA
538
Cape Investment Advisory
Georgia
$83.2K +$88.3K +1,318 New
AAG
539
Armstrong Advisory Group
Massachusetts
$82.1K
HCM
540
Hollencrest Capital Management
California
$82K -$52.9K -790 -38%
TH
541
TCTC Holdings
Texas
$79.5K
PA
542
Parallel Advisors
California
$75.6K -$11.5K -172 -13%
SWA
543
SOA Wealth Advisors
New York
$68K
PTC
544
Private Trust Company
Ohio
$66.1K -$1.81K -27 -3%
CI Investments Inc
545
CI Investments Inc
Ontario, Canada
$65K -$27.5M -411,193 -100%
HWA
546
Heritage Wealth Advisors
Virginia
$63.2K
HFM
547
Harvest Fund Management
China
$63K -$197K -2,937 -75%
BFEC
548
Benjamin F. Edwards & Company
Missouri
$62K +$402 +6 +0.6%
AT
549
Avalon Trust
New Mexico
$60.6K +$64.2K +959 New
GFL
550
Granite FO LLC
New Hampshire
$60.2K

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.