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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
BC
551
Bridgefront Capital
Texas
$335K +$314K +3,731 New
DILIC
552
Dai-ichi Life Insurance Company
Japan
$334K
TFS
553
Thoroughbred Financial Services
Tennessee
$332K +$2.27K +27 +0.7%
ADIM
554
Alpha DNA Investment Management
Maryland
$330K +$309K +3,672 New
TW
555
TrinityPoint Wealth
Connecticut
$328K +$63.4K +754 +26%
FIM
556
Freedom Investment Management
Connecticut
$326K -$111K -1,316 -27%
MCM
557
MAI Capital Management
Ohio
$325K +$336 +4 +0.1%
LSA
558
Leonteq Securities AG
Switzerland
$320K -$8.83K -105 -3%
AQR Capital Management
559
AQR Capital Management
Connecticut
$318K +$298K +3,544 New
SB
560
Sunflower Bank
Texas
$318K +$8.57K +102 +3%
CGH
561
Crossmark Global Holdings
Texas
$315K +$6.3K +75 +2%
EF
562
Empowered Funds
Pennsylvania
$314K +$52.1K +620 +22%
WPC
563
Wedmont Private Capital
Pennsylvania
$311K +$68.3K +813 +30%
NIMI
564
Natixis Investment Managers International
France
$311K +$152K +1,805 +109%
RIA
565
Realta Investment Advisors
Delaware
$307K
PTC
566
Petrus Trust Company
Texas
$299K -$381K -4,527 -58%
BF
567
BOK Financial
Oklahoma
$298K +$323K +3,842 New
GSEP
568
Golden State Equity Partners
California
$297K +$13.2K +157 +5%
CAMG
569
CWA Asset Management Group
Florida
$297K +$420 +5 +0.2%
CGIM
570
Cannon Global Investment Management
Florida
$296K +$277K +3,300 New
VCM
571
Vivaldi Capital Management
Illinois
$292K +$1.85K +22 +0.7%
JF
572
Jump Financial
Illinois
$290K +$272K +3,233 New
MW
573
Marcum Wealth
Ohio
$289K -$9.92K -118 -4%
PI
574
Pettee Investors
Connecticut
$287K
KWM
575
Kingsview Wealth Management
Oregon
$283K

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.