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Apollo Global Management
APO

Overview Fund Activity

671 hedge funds and large institutions have $21.2B invested in Apollo Global Management in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 242 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+63
Holders Change %
+10.36%
% 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
125
Increased
242
Reduced
203
Closed
51
Calls
$246M
Puts
$413M
Net Calls
-$167M
Net Calls Change
-$148M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$209M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$116M
3
SC
Samlyn Capital
New York
+$113M
4
BlackRock
BlackRock
New York
+$79.9M
5
JCM
Junto Capital Management
New York
+$67.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$229M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$145M
3
Capital International Investors
Capital International Investors
California
-$137M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$107M
5
Citadel Advisors
Citadel Advisors
Florida
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
551
Spire Wealth Management
Virginia
$78K +$13.4K +211 +21%
CPG
552
Cornerstone Planning Group
New Jersey
$75.8K +$75.8K +1,153 New
PTC
553
Private Trust Company
Ohio
$69K +$69K +1,074 New
SWA
554
SOA Wealth Advisors
New York
$68.7K – – –
NA
555
NewEdge Advisors
Louisiana
$68.5K +$68.5K +1,462 New
GFL
556
Granite FO LLC
New Hampshire
$65.9K +$65.9K +950 New
HWA
557
Heritage Wealth Advisors
Virginia
$63.8K – – –
MWA
558
Moser Wealth Advisors
Washington
$63.8K – – –
BFEC
559
Benjamin F. Edwards & Company
Missouri
$62K +$15.5K +242 +33%
EWA
560
EverSource Wealth Advisors
Alabama
$61.9K +$15.2K +239 +33%
PFBT
561
Parkside Financial Bank & Trust
Missouri
$57.1K +$26.5K +416 +87%
CFGS
562
Concourse Financial Group Securities
Alabama
$57K +$57K +894 New
HCP
563
Hexagon Capital Partners
Arkansas
$52.6K +$3K +47 +6%
MA
564
Montag & Associates
Georgia
$51K – – –
RA
565
Rational Advisors
New York
$49.3K +$1.28K +20 +3%
BWL
566
Bogart Wealth LLC
Virginia
$48.2K +$7.21K +113 +18%
WT
567
Washington Trust
Rhode Island
$44.7K – – –
LC
568
Lindbrook Capital
California
$41.6K +$22.1K +346 +113%
Bessemer Group
569
Bessemer Group
New Jersey
$41K +$33.8K +529 +468%
EI
570
Ellevest Inc
New York
$40.1K +$27.6K +433 +222%
ACM
571
Aquatic Capital Management
Illinois
$38K -$1.44M -22,700 -97%
JWM
572
Janiczek Wealth Management
Colorado
$35.3K +$548 +8 +2%
TC
573
Truvestments Capital
Florida
$35K +$128 +2 +0.4%
MWC
574
MBM Wealth Consultants
Missouri
$35K – – –
TWM
575
Tradition Wealth Management
Minnesota
$35K +$191 +3 +0.5%
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