Apollo Global Management
APO
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.
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: 758 → 842 (+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: 45 → 49 (+4)
3.86% more ownership
Funds ownership: 56.35% → 60.21% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$623M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$212M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$205M |
| 4 |
Millennium Management
New York
|
+$202M |
| 5 |
D.E. Shaw & Co
New York
|
+$173M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$366M |
| 2 |
BWA
Brave Warrior Advisors
New York
|
-$202M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$183M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$97M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$92.6M |
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.