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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
CT
601
Colonial Trust
South Carolina
$18.8K +$17.5K +295 New
EC
602
Elequin Capital
New York
$18.6K +$17.3K +292 New
BWM
603
Baystate Wealth Management
Massachusetts
$18K +$891 +15 +6%
C
604
Covestor
United Kingdom
$18K +$3.5K +59 +26%
IFAM
605
Institutional & Family Asset Management
Colorado
$17.8K
CWC
606
Carolinas Wealth Consulting
North Carolina
$17.6K +$653 +11 +4%
BAM
607
Byrne Asset Management
New Jersey
$17.5K
CA
608
Centerpoint Advisors
Massachusetts
$17K +$15.4K +259 New
NFSG
609
Newbridge Financial Services Group
Florida
$16.6K -$17.8K -300 -54%
FHA
610
First Horizon Advisors
Tennessee
$15.6K
CAS
611
Coppell Advisory Solutions
Texas
$13.7K +$12.7K +214 New
CASC
612
Coppell Advisory Solutions Corp
Texas
$13.7K +$12.7K +214 New
EL
613
EMFO LLC
Florida
$13.1K
AA
614
AlphaMark Advisors
Kentucky
$13K
GWS
615
Glassman Wealth Services
Virginia
$12.9K +$832 +14 +7%
DCP
616
Distillate Capital Partners
Illinois
$12.8K +$11.9K +201 New
AIM
617
Anchor Investment Management
South Carolina
$12.8K
AF
618
Advisornet Financial
Minnesota
$12K +$10.3K +173 +1,153%
ZB
619
Zions Bancorporation
Utah
$11.8K
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$11.5K -$17.8K -300 -63%
DWP
621
Destiny Wealth Partners
Florida
$11K
CHA
622
Carmichael Hill & Associates
Maryland
$10.5K -$2.85K -48 -23%
CS
623
Comerica Securities
Michigan
$10.4K +$9.68K +163 New
SIS
624
Sound Income Strategies
Florida
$8.93K
AFS
625
Annapolis Financial Services
Maryland
$7.97K

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.