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Apollo Global Management

758 hedge funds and large institutions have $28.7B invested in Apollo Global Management in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 44

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.18B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

9% more funds holding

Funds holding: 694758 (+64)

5% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 247

0.09% more ownership

Funds ownership: 56.26%56.35% (+0.09%)

7% less call options, than puts

Call options by funds: $471M | Put options by funds: $504M

Holders
758
Holders Change
+64
Holders Change %
+9.22%
% of All Funds
12.03%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.71%
New
118
Increased
260
Reduced
247
Closed
44
Calls
$471M
Puts
$504M
Net Calls
-$33.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
526
Chicago Capital
Illinois
$407K -$100K -1,191 -21%
PMG
527
ProVise Management Group
Florida
$404K -$2.1K -25 -0.6%
VC
528
Vicus Capital
Pennsylvania
$401K +$375K +4,467 New
FB
529
Fulton Bank
Pennsylvania
$396K +$371K +4,413 New
Bank of Nova Scotia
530
Bank of Nova Scotia
Ontario, Canada
$395K +$370K +4,400 New
NA
531
Navellier & Associates
Nevada
$387K +$28.2K +336 +8%
CAI
532
Capital Advisors Inc
Oklahoma
$386K +$25.6K +305 +8%
IFG
533
Independent Financial Group
California
$386K +$71.4K +850 +25%
LNC
534
Lincoln National Corp
Pennsylvania
$386K +$93.1K +1,108 +35%
DT
535
Diversified Trust
Tennessee
$385K +$361K +4,291 New
ECM
536
Evergreen Capital Management
Washington
$369K +$9.16K +109 +3%
SFP
537
Shepherd Financial Partners
Massachusetts
$368K
Allspring Global Investments
538
Allspring Global Investments
North Carolina
$368K +$186K +2,217 +118%
NS
539
NBC Securities
Alabama
$366K +$343K +4,080 New
FNBT
540
FineMark National Bank & Trust
Florida
$361K +$1.51K +18 +0.4%
SFPG
541
Stonebridge Financial Planning Group
Florida
$359K
CAM
542
Close Asset Management
United Kingdom
$359K -$126K -1,500 -27%
IAN
543
Integrated Advisors Network
Texas
$354K +$1.51K +18 +0.5%
KWS
544
Keystone Wealth Services
California
$354K
SSW
545
Stone Summit Wealth
Florida
$350K
ICM
546
Islay Capital Management
Texas
$346K
EFS
547
Essex Financial Services
Connecticut
$343K -$12K -143 -4%
JWCA
548
J.W. Cole Advisors
Florida
$339K -$9.41K -112 -3%
CSPAM
549
Cary Street Partners Asset Management
Virginia
$338K -$344K -4,090 -52%
TPCW
550
TD Private Client Wealth
New York
$335K -$440K -5,236 -58%

APO Hedge Fund Activity: Q3 2023 in Review

758 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new APO positions and 44 closed out — a net gain of 74 holders — while 260 added to existing stakes and 247 trimmed.

The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 758 institutional investors held Apollo Global Management (APO) as of Q3 2023, up from 694 in Q2 2023.
  • Funds reported $28.7B of Apollo Global Management stock for Q3 2023, up 17% quarter-over-quarter.
  • 118 funds opened new Apollo Global Management positions in Q3 2023 and 44 closed out, a net change of +74 holders.
  • The largest Apollo Global Management buyer in Q3 2023 was Millennium Management, an estimated $160M added.
  • The largest Apollo Global Management seller in Q3 2023 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.