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Apollo Global Management

694 hedge funds and large institutions have $24.5B invested in Apollo Global Management in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 213 increasing their positions, 241 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

48% more call options, than puts

Call options by funds: $429M | Put options by funds: $289M

25% more capital invested

Capital invested by funds: $19.6B → $24.5B (+$4.87B)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

6% more funds holding

Funds holding: 655694 (+39)

1.81% more ownership

Funds ownership: 54.45%56.26% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 241

Holders
694
Holders Change
+39
Holders Change %
+5.95%
% of All Funds
10.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.64%
New
109
Increased
213
Reduced
241
Closed
66
Calls
$429M
Puts
$289M
Net Calls
+$140M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UM
551
UniSuper Management
Australia
$215K +$187K +2,800 New
WPC
552
Wedmont Private Capital
Pennsylvania
$215K +$179K +2,677 New
PIA
553
Powell Investment Advisors
Florida
$214K +$187K +2,791 New
GVAG
554
Great Valley Advisor Group
Delaware
$212K +$185K +2,762 New
KA
555
Kovack Advisors
Florida
$212K +$184K +2,754 New
FSA
556
Fort Sheridan Advisors
Illinois
$211K +$184K +2,745 New
SIG
557
Sargent Investment Group
Maryland
$206K +$179K +2,680 New
PWM
558
Perigon Wealth Management
California
$204K -$189K -2,828 -52%
BCI
559
Brinker Capital Investments
Pennsylvania
$201K +$175K +2,611 New
OPS
560
Orion Portfolio Solutions
Nebraska
$201K +$175K +2,611 New
DAM
561
Delta Asset Management
Tennessee
$177K
Northwestern Mutual Wealth Management
562
Northwestern Mutual Wealth Management
Wisconsin
$165K -$97.6K -1,460 -40%
SC
563
SouthState Corp
Florida
$154K
Allspring Global Investments
564
Allspring Global Investments
North Carolina
$144K -$644K -9,635 -84%
AP
565
Arlington Partners
Alabama
$144K
HCM
566
Hollencrest Capital Management
California
$139K +$33.8K +506 +39%
ST
567
Smithfield Trust
Pennsylvania
$137K -$85.7K -1,281 -42%
RFA
568
Resurgent Financial Advisors
Georgia
$135K -$3.94K -59 -3%
PG
569
Proffitt & Goodson
Tennessee
$132K -$14K -210 -11%
QCG
570
Quadrant Capital Group
Ohio
$130K -$20.2K -302 -15%
IHWM
571
Iron Horse Wealth Management
Iowa
$130K
OAM
572
Ostrum Asset Management
France
$129K +$134 +2 +0.1%
NIMI
573
Natixis Investment Managers International
France
$127K -$4.01K -60 -3%
AA
574
Alta Advisers
United Kingdom
$123K
PTC
575
Private Trust Company
Ohio
$114K +$29K +433 +41%