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Apollo Global Management

674 hedge funds and large institutions have $21.2B invested in Apollo Global Management in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 243 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 51

40% more capital invested

Capital invested by funds: $15.1B → $21.2B (+$6.08B)

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

20% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 203

10% more funds holding

Funds holding: 610674 (+64)

1.41% less ownership

Funds ownership: 57.19%55.78% (-1.4%)

40% less call options, than puts

Call options by funds: $246M | Put options by funds: $413M

Holders
674
Holders Change
+64
Holders Change %
+10.49%
% of All Funds
10.83%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.71%
New
126
Increased
243
Reduced
203
Closed
51
Calls
$246M
Puts
$413M
Net Calls
-$167M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
576
Truvestments Capital
Florida
$35K +$119 +2 +0.4%
MWC
577
MBM Wealth Consultants
Missouri
$35K
TWM
578
Tradition Wealth Management
Minnesota
$35K +$178 +3 +0.5%
WTC
579
WhitTier Trust Company
Nevada
$34.8K +$2.73K +46 +9%
OCM
580
Orion Capital Management
California
$31.9K
CFO
581
CVA Family Office
Colorado
$31.7K +$8.43K +142 +40%
CA
582
Clearstead Advisors
Ohio
$30.4K +$6.06K +102 +27%
MS
583
Madden Securities
Texas
$30.1K +$28K +472 New
ME
584
McIlrath & Eck
Washington
$29K
WTA
585
Washington Trust Advisors
Massachusetts
$28K -$15.4K -260 -37%
HBW
586
Hazlett, Burt & Watson
West Virginia
$28K +$119 +2 +0.5%
RTC
587
Riverview Trust Company
Washington
$26K
ACA
588
Atlas Capital Advisors
Wyoming
$25.5K
FFA
589
Farther Finance Advisors
California
$24.4K +$22.7K +383 New
ADL
590
Asset Dedication LLC
California
$24K
AP
591
Arlington Partners
Alabama
$23.7K
SBL
592
Sargent Bickham Lagudis
Colorado
$23.5K
CWP
593
Concord Wealth Partners
Virginia
$23K +$21.4K +360 New
TWA
594
TCI Wealth Advisors
Arizona
$22.5K +$9.38K +158 +81%
AF
595
Allworth Financial
California
$20.4K +$17.6K +296 +1,233%
Fifth Third Bancorp
596
Fifth Third Bancorp
Ohio
$19.5K +$297 +5 +2%
MMG
597
Monetary Management Group
Missouri
$19.1K
CWM
598
Compass Wealth Management
Connecticut
$19.1K +$17.8K +300 New
TWC
599
TD Waterhouse Canada
Ontario, Canada
$19.1K -$1.54K -26 -8%
TFM
600
TFC Financial Management
Massachusetts
$19K +$4.46K +75 +34%

APO Hedge Fund Activity: Q4 2022 in Review

674 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2022, worth a combined $21.2B — up 40% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new APO positions and 51 closed out — a net gain of 75 holders — while 243 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Janus Henderson Group, cutting an estimated $213M.

  • 674 institutional investors held Apollo Global Management (APO) as of Q4 2022, up from 610 in Q3 2022.
  • Funds reported $21.2B of Apollo Global Management stock for Q4 2022, up 40% quarter-over-quarter.
  • 126 funds opened new Apollo Global Management positions in Q4 2022 and 51 closed out, a net change of +75 holders.
  • The largest Apollo Global Management buyer in Q4 2022 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Apollo Global Management seller in Q4 2022 was Janus Henderson Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2022.