We are live on ! Find out more
APO icon

Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
576
Hazlett, Burt & Watson
West Virginia
$27K +$134 +2 +0.5%
RTC
577
Riverview Trust Company
Washington
$25.3K
ACA
578
Atlas Capital Advisors
Wyoming
$25.3K
NA
579
NewEdge Advisors
Louisiana
$24.6K -$71.9K -1,073 -73%
ADL
580
Asset Dedication LLC
California
$24K
TWA
581
TCI Wealth Advisors
Arizona
$23.6K +$1.41K +21 +6%
TFM
582
TFC Financial Management
Massachusetts
$23.2K +$4.69K +70 +23%
CFO
583
CVA Family Office
Colorado
$23K -$8.91K -133 -27%
FFA
584
Farther Finance Advisors
California
$22.5K -$1.74K -26 -7%
BWM
585
Baystate Wealth Management
Massachusetts
$20.5K +$2.75K +41 +14%
AF
586
Allworth Financial
California
$20.2K
CT
587
Colonial Trust
South Carolina
$19.7K +$1.67K +25 +8%
CWP
588
Concord Wealth Partners
Virginia
$18.9K -$4.02K -60 -17%
CWM
589
Compass Wealth Management
Connecticut
$18.9K
MMG
590
Monetary Management Group
Missouri
$18.9K
AIP
591
Ahrens Investment Partners
Louisiana
$18.9K +$20.1K +300 New
AA
592
Ancora Advisors
Ohio
$18.5K -$365K -5,445 -95%
C
593
Covestor
United Kingdom
$18K -$603 -9 -3%
IFAM
594
Institutional & Family Asset Management
Colorado
$17.6K
BAM
595
Byrne Asset Management
New Jersey
$17K
CWC
596
Carolinas Wealth Consulting
North Carolina
$17K -$536 -8 -3%
NFSG
597
Newbridge Financial Services Group
Florida
$16.4K
BEI
598
Benjamin Edwards Inc
Missouri
$16K +$15.7K +235 +1,175%
WP
599
WealthPLAN Partners
Nebraska
$15.9K +$16.8K +251 New
FHA
600
First Horizon Advisors
Tennessee
$15.5K

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.