APO icon

Apollo Global Management
APO

Overview Fund Activity

836 hedge funds and large institutions have $31.1B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 292 increasing their positions, 262 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+83
Holders Change %
+11.02%
% of All Funds
12.25%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
146
Increased
292
Reduced
262
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$658M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$224M
3
Marshall Wace
Marshall Wace
United Kingdom
+$216M
4
Millennium Management
Millennium Management
New York
+$213M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$183M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$366M
2
BWA
Brave Warrior Advisors
New York
-$213M
3
Citadel Advisors
Citadel Advisors
Florida
-$193M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$102M
5
SOMRS
State of Michigan Retirement System
Michigan
-$97.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
551
YHB Investment Advisors
Connecticut
$407K +$407K +4,370 New
WPC
552
Wedmont Private Capital
Pennsylvania
$405K +$68.9K +716 +21%
CAI
553
Capital Advisors Inc
Oklahoma
$401K – – –
BC
554
Bridgefront Capital
Texas
$394K +$46.4K +498 +13%
PSP
555
Principal Street Partners
Tennessee
$393K -$393K -4,219 -50%
HFM
556
Harvest Fund Management
China
$390K -$93.7K -1,006 -19%
PAS
557
Park Avenue Securities
New York
$389K -$35.6K -382 -8%
HAG
558
HighPoint Advisor Group
Illinois
$389K +$389K +3,430 New
ECM
559
Evergreen Capital Management
Washington
$383K – – –
VA
560
Vident Advisory
Georgia
$383K +$169K +1,811 +79%
NS
561
NBC Securities
Alabama
$380K – – –
AWM
562
Ameliora Wealth Management
Switzerland
$375K +$375K +4,027 New
FNBT
563
FineMark National Bank & Trust
Florida
$375K – – –
AIM
564
Achmea Investment Management
Netherlands
$374K +$374K +4,016 New
SFPG
565
Stonebridge Financial Planning Group
Florida
$373K – – –
FCG
566
Fielder Capital Group
Tennessee
$373K +$373K +4,000 New
FTDI
567
First Trust Direct Indexing
Massachusetts
$371K +$90.3K +969 +32%
AT
568
American Trust
Kentucky
$370K -$536K -5,751 -59%
LNC
569
Lincoln National Corp
Pennsylvania
$369K -$31.8K -341 -8%
KWS
570
Keystone Wealth Services
California
$367K – – –
AWM
571
Angeles Wealth Management
California
$366K +$85.6K +919 +31%
SFP
572
Shepherd Financial Partners
Massachusetts
$363K -$18.6K -200 -5%
SSW
573
Stone Summit Wealth
Florida
$363K – – –
LIM
574
Leavell Investment Management
Alabama
$363K +$363K +3,900 New
VCM
575
Vivaldi Capital Management
Illinois
$363K +$5.27K +48 +1%
21 22
23
24 25