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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
BCI
601
Brinker Capital Investments
Pennsylvania
$237K +$2.19K +26 +1%
OPS
602
Orion Portfolio Solutions
Nebraska
$237K +$2.19K +26 +1%
GVAG
603
Great Valley Advisor Group
Delaware
$235K -$11.9K -141 -5%
PWM
604
Perigon Wealth Management
California
$235K -$3.03K -36 -1%
APWA
605
Atlas Private Wealth Advisors
New Jersey
$233K +$219K +2,600 New
IWC
606
Integrated Wealth Concepts
Massachusetts
$232K +$218K +2,590 New
CF
607
Centaurus Financial
California
$229K -$83.8K -997 -28%
EWA
608
EP Wealth Advisors
California
$228K +$213K +2,537 New
SAG
609
SageView Advisory Group
California
$225K +$211K +2,507 New
BPCE
610
Bank Pictet & Cie (Europe)
Germany
$224K +$210K +2,500 New
RCA
611
Reitz Capital Advisors
Michigan
$223K -$173K -2,060 -45%
TC
612
Touchstone Capital
Pennsylvania
$222K +$208K +2,478 New
BBHC
613
Brown Brothers Harriman & Co
New York
$221K -$58.7K -698 -22%
BL
614
Balentine LLC
Georgia
$221K +$207K +2,462 New
CCA
615
Cottonwood Capital Advisors
Utah
$220K +$206K +2,452 New
VWA
616
Visionary Wealth Advisors
Illinois
$220K +$206K +2,449 New
FBB
617
Fulton Breakefield Broenniman
Maryland
$219K -$40.3K -479 -16%
CCA
618
Childress Capital Advisors
Texas
$219K +$205K +2,440 New
KPWS
619
Kestra Private Wealth Services
Texas
$215K -$175K -2,087 -47%
CA
620
Cetera Advisors
Colorado
$215K +$201K +2,390 New
FHB
621
First Hawaiian Bank
Hawaii
$214K +$200K +2,382 New
ZIC
622
ZWJ Investment Counsel
Georgia
$213K +$200K +2,378 New
DWT
623
Dorsey & Whitney Trust
South Dakota
$213K +$200K +2,377 New
XS
624
XR Securities
Illinois
$212K +$198K +2,357 New
UCFA
625
United Capital Financial Advisors
Texas
$211K +$198K +2,352 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.