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Apollo Global Management

842 hedge funds and large institutions have $31.8B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 293 increasing their positions, 264 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

18% more call options, than puts

Call options by funds: $669M | Put options by funds: $569M

11% more funds holding

Funds holding: 758842 (+84)

11% more capital invested

Capital invested by funds: $28.7B → $31.8B (+$3.17B)

11% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 264

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3.86% more ownership

Funds ownership: 56.35%60.21% (+3.9%)

Holders
842
Holders Change
+84
Holders Change %
+11.08%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
147
Increased
293
Reduced
264
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
551
ProVise Management Group
Florida
$414K -$5.3K -60 -1%
EH
552
Equitable Holdings
New York
$413K +$391K +4,428 New
CAM
553
Close Asset Management
United Kingdom
$410K +$35.3K +400 +10%
YIA
554
YHB Investment Advisors
Connecticut
$407K +$386K +4,370 New
WPC
555
Wedmont Private Capital
Pennsylvania
$405K +$63.2K +716 +21%
CAI
556
Capital Advisors Inc
Oklahoma
$401K
IFG
557
Independent Financial Group
California
$401K
BC
558
Bridgefront Capital
Texas
$394K +$44K +498 +13%
PSP
559
Principal Street Partners
Tennessee
$393K -$373K -4,219 -50%
HFM
560
Harvest Fund Management
China
$390K -$88.8K -1,006 -19%
PAS
561
Park Avenue Securities
New York
$389K -$33.7K -382 -8%
HAG
562
HighPoint Advisor Group
Illinois
$389K +$303K +3,430 New
LSA
563
Leonteq Securities AG
Switzerland
$386K +$50.2K +569 +16%
ECM
564
Evergreen Capital Management
Washington
$383K
VA
565
Vident Advisory
Georgia
$383K +$160K +1,811 +79%
NS
566
NBC Securities
Alabama
$380K
AWM
567
Ameliora Wealth Management
Switzerland
$375K +$356K +4,027 New
FNBT
568
FineMark National Bank & Trust
Florida
$375K
AIM
569
Achmea Investment Management
Netherlands
$374K +$355K +4,016 New
SFPG
570
Stonebridge Financial Planning Group
Florida
$373K
FCG
571
Fielder Capital Group
Tennessee
$373K +$353K +4,000 New
FTDI
572
First Trust Direct Indexing
Massachusetts
$371K +$85.6K +969 +32%
AT
573
American Trust
Kentucky
$370K -$508K -5,751 -59%
LNC
574
Lincoln National Corp
Pennsylvania
$369K -$30.1K -341 -8%
KWS
575
Keystone Wealth Services
California
$367K

APO Hedge Fund Activity: Q4 2023 in Review

842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2023, worth a combined $31.8B — up 11% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new APO positions and 53 closed out — a net gain of 94 holders — while 293 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $366M sold.

  • 842 institutional investors held Apollo Global Management (APO) as of Q4 2023, up from 758 in Q3 2023.
  • Funds reported $31.8B of Apollo Global Management stock for Q4 2023, up 11% quarter-over-quarter.
  • 147 funds opened new Apollo Global Management positions in Q4 2023 and 53 closed out, a net change of +94 holders.
  • The largest Apollo Global Management buyer in Q4 2023 was Morgan Stanley, an estimated $623M added.
  • The largest Apollo Global Management seller in Q4 2023 was EdgePoint Investment Group, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.