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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
PFBT
551
Parkside Financial Bank & Trust
Missouri
$57.4K +$871 +13 +1%
EWA
552
EverSource Wealth Advisors
Alabama
$54.8K -$6.9K -103 -11%
BWL
553
Bogart Wealth LLC
Virginia
$54.6K +$7.3K +109 +14%
TRCT
554
Tower Research Capital (TRC)
New York
$53K -$101K -1,502 -64%
MA
555
Montag & Associates
Georgia
$50.5K
CAM
556
Chesapeake Asset Management
New York
$50.5K +$53.6K +800 New
WT
557
Washington Trust
Rhode Island
$44.2K
CFGS
558
Concourse Financial Group Securities
Alabama
$43.8K -$13.5K -201 -22%
PH
559
Pinnacle Holdings
Oklahoma
$40.1K +$42.5K +635 New
TC
560
Truvestments Capital
Florida
$39.3K +$4.89K +73 +13%
LC
561
Lindbrook Capital
California
$36.7K -$4.69K -70 -11%
TWC
562
TD Waterhouse Canada
Ontario, Canada
$36.6K +$14.1K +210 +69%
FCA
563
Fortis Capital Advisors
Kansas
$36.6K +$38.8K +579 New
MWC
564
MBM Wealth Consultants
Missouri
$35K
TWM
565
Tradition Wealth Management
Minnesota
$35K +$201 +3 +0.5%
WTC
566
WhitTier Trust Company
Nevada
$34.5K
HCP
567
Hexagon Capital Partners
Arkansas
$33.3K -$19.9K -297 -36%
JWM
568
Janiczek Wealth Management
Colorado
$33K -$536 -8 -2%
CAM
569
Close Asset Management
United Kingdom
$32K +$33.5K +500 New
OCM
570
Orion Capital Management
California
$31.6K
BTI
571
Blue Trust Inc
Georgia
$31K +$24.1K +360 +275%
ME
572
McIlrath & Eck
Washington
$30.8K +$2.28K +34 +7%
CA
573
Clearstead Advisors
Ohio
$30.1K
SS
574
Sunbelt Securities
Texas
$29.7K +$32.4K +484 New
WTA
575
Washington Trust Advisors
Massachusetts
$27.5K -$201 -3 -0.7%

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.