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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
ST
601
Sageworth Trust
Pennsylvania
$13.5K +$14.3K +213 New
GWS
602
Glassman Wealth Services
Virginia
$13.3K +$536 +8 +4%
AA
603
AlphaMark Advisors
Kentucky
$13K
EL
604
EMFO LLC
Florida
$12.9K
SCA
605
Stonebridge Capital Advisors
Minnesota
$12.9K +$7.03K +105 +105%
AIM
606
Anchor Investment Management
South Carolina
$12.6K
JWA
607
JFS Wealth Advisors
Pennsylvania
$11.5K +$9.84K +147 +420%
AF
608
Advisornet Financial
Minnesota
$11.4K -$469 -7 -4%
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$11.4K
CHA
610
Carmichael Hill & Associates
Maryland
$10.4K
ZB
611
Zions Bancorporation
Utah
$10.2K -$1.61K -24 -13%
SFG
612
Steward Financial Group
Texas
$10K +$6.23K +93 +141%
HGERS
613
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9.91K +148 New
SIS
614
Sound Income Strategies
Florida
$8.84K
AFS
615
Annapolis Financial Services
Maryland
$7.89K
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$7.52K +$1.27K +19 +19%
AIC
617
Archer Investment Corporation
Indiana
$7.07K
CP
618
Castleview Partners
Texas
$6.53K +$6.9K +103 New
TCM
619
TD Capital Management
Tennessee
$6.52K
FWM
620
Focused Wealth Management
New York
$6.32K
HI
621
Harbour Investments
Wisconsin
$6.32K
MLA
622
MB, Levis & Associates
Pennsylvania
$6.32K
KC
623
Kenfarb & Co
Kentucky
$6.32K
BAAM
624
Baker Avenue Asset Management
California
$5.87K -$804 -12 -11%
GBT
625
Grove Bank & Trust
Florida
$5.81K +$6.16K +92 New

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.