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Apollo Global Management

694 hedge funds and large institutions have $24.5B invested in Apollo Global Management in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 213 increasing their positions, 241 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

48% more call options, than puts

Call options by funds: $429M | Put options by funds: $289M

25% more capital invested

Capital invested by funds: $19.6B → $24.5B (+$4.87B)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

6% more funds holding

Funds holding: 655694 (+39)

1.81% more ownership

Funds ownership: 54.45%56.26% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 241

Holders
694
Holders Change
+39
Holders Change %
+5.95%
% of All Funds
10.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.64%
New
109
Increased
213
Reduced
241
Closed
66
Calls
$429M
Puts
$289M
Net Calls
+$140M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
601
Concourse Financial Group Securities
Alabama
$56.6K +$2.94K +44 +6%
WT
602
Washington Trust
Rhode Island
$53.8K
FA
603
Fiduciary Alliance
South Carolina
$53.2K +$46.3K +692 New
LC
604
Lindbrook Capital
California
$53.1K +$7.29K +109 +19%
CSPIA
605
Cary Street Partners Investment Advisory
Virginia
$52.2K +$33.4K +500 +278%
MWA
606
Moser Wealth Advisors
Washington
$51.9K +$45.2K +676 New
TC
607
Truvestments Capital
Florida
$48.1K +$267 +4 +0.6%
TWM
608
Tradition Wealth Management
Minnesota
$43K +$201 +3 +0.5%
WTC
609
WhitTier Trust Company
Nevada
$41.9K
ACA
610
Atlas Capital Advisors
Wyoming
$40K +$8.09K +121 +30%
JWM
611
Janiczek Wealth Management
Colorado
$39K
WBC
612
Westpac Banking Corp
Australia
$38.4K -$7.14M -106,712 -100%
HCP
613
Hexagon Capital Partners
Arkansas
$37.6K -$2.54K -38 -7%
SS
614
Sunbelt Securities
Texas
$37.2K
CA
615
Clearstead Advisors
Ohio
$36.6K
WTA
616
Washington Trust Advisors
Massachusetts
$35.2K +$1.47K +22 +5%
CSWM
617
Cassady Schiller Wealth Management
Ohio
$35K +$30.5K +456 New
ME
618
McIlrath & Eck
Washington
$34.9K -$2.27K -34 -7%
HBW
619
Hazlett, Burt & Watson
West Virginia
$34K
FFA
620
Farther Finance Advisors
California
$32.6K +$4.55K +68 +19%
RTC
621
Riverview Trust Company
Washington
$30.8K
CFO
622
CVA Family Office
Colorado
$28K
NFSG
623
Newbridge Financial Services Group
Florida
$27.7K +$6.69K +100 +38%
CT
624
Colonial Trust
South Carolina
$24.3K
AA
625
Ancora Advisors
Ohio
$23.8K +$1.14K +17 +6%