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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
CWP
576
CFM Wealth Partners
Texas
$282K +$264K +3,146 New
IAIM
577
International Assets Investment Management
Florida
$281K +$4.54K +54 +2%
CI Investments Inc
578
CI Investments Inc
Ontario, Canada
$281K +$168K +1,996 +176%
SP
579
Symmetry Partners
Connecticut
$280K
FWM
580
FFT Wealth Management
Pennsylvania
$278K +$19.2K +229 +8%
BFS
581
Bradley Foster & Sargent
Connecticut
$278K
FTDI
582
First Trust Direct Indexing
Massachusetts
$271K +$9.84K +117 +4%
AWM
583
Angeles Wealth Management
California
$270K
DCM
584
Dudley Capital Management
Virginia
$269K
AFC
585
AFT Forsyth & Company
Florida
$269K +$252K +3,000 New
M1FG
586
Mach-1 Financial Group
Arkansas
$267K +$250K +2,971 New
HWM
587
HB Wealth Management
Georgia
$265K +$248K +2,956 New
CCA
588
Checchi Capital Advisers
California
$263K
ONB
589
Old National Bancorp
Indiana
$261K -$4.62K -55 -2%
SWS
590
SYSTM Wealth Solutions
Illinois
$259K -$105K -1,244 -30%
WC
591
Wexford Capital
Florida
$259K +$243K +2,887 New
LNWWM
592
Laird Norton Wetherby Wealth Management
California
$258K +$3.87K +46 +2%
APG
593
Abacus Planning Group
South Carolina
$253K
UM
594
UniSuper Management
Australia
$251K
PIA
595
Powell Investment Advisors
Florida
$251K
FSA
596
Fort Sheridan Advisors
Illinois
$246K
KA
597
Kovack Advisors
Florida
$243K -$3.61K -43 -2%
CIBC Private Wealth Group
598
CIBC Private Wealth Group
Georgia
$242K -$47.3K -563 -17%
SIG
599
Sargent Investment Group
Maryland
$241K +$420 +5 +0.2%
DCM
600
Driehaus Capital Management
Illinois
$237K +$222K +2,639 New

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.