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Apollo Global Management

842 hedge funds and large institutions have $31.8B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 293 increasing their positions, 264 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

18% more call options, than puts

Call options by funds: $669M | Put options by funds: $569M

11% more funds holding

Funds holding: 758842 (+84)

11% more capital invested

Capital invested by funds: $28.7B → $31.8B (+$3.17B)

11% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 264

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3.86% more ownership

Funds ownership: 56.35%60.21% (+3.9%)

Holders
842
Holders Change
+84
Holders Change %
+11.08%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
147
Increased
293
Reduced
264
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
601
CWA Asset Management Group
Florida
$317K +$8.3K +94 +3%
GSEP
602
Golden State Equity Partners
California
$315K +$6.27K +71 +2%
GAM
603
Groupama Asset Management
France
$312K +$295K +3,345 New
MS
604
Maven Securities
Jersey
$312K +$295K +3,345 New
SFO
605
Stokes Family Office
Louisiana
$309K +$293K +3,313 New
Caisse de Depot et Placement du Quebec (CDPQ)
606
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$308K +$292K +3,309 New
BCV
607
Banque Cantonale Vaudoise
Switzerland
$304K -$297K -3,364 -51%
CIS
608
Custom Index Systems
New York
$304K +$288K +3,258 New
PI
609
Pettee Investors
Connecticut
$303K +$5.12K +58 +2%
KIA
610
Knollwood Investment Advisory
Maryland
$298K +$283K +3,200 New
TW
611
TrinityPoint Wealth
Connecticut
$297K -$40.4K -458 -13%
M1FG
612
Mach-1 Financial Group
Arkansas
$293K +$15.7K +178 +6%
CWP
613
CFM Wealth Partners
Texas
$293K
PRC
614
Pearl River Capital
Michigan
$292K +$277K +3,135 New
IAIM
615
International Assets Investment Management
Florida
$290K -$2.47K -28 -0.9%
CF
616
Centaurus Financial
California
$289K +$48.6K +551 +22%
MW
617
Marcum Wealth
Ohio
$286K -$13.2K -149 -5%
AFC
618
AFT Forsyth & Company
Florida
$280K
DCM
619
Dudley Capital Management
Virginia
$280K
SAG
620
SageView Advisory Group
California
$279K +$21.5K +244 +10%
BFS
621
Bradley Foster & Sargent
Connecticut
$278K -$56.5K -640 -18%
KWA
622
Kingswood Wealth Advisors
California
$274K +$259K +2,937 New
MC
623
Machina Capital
France
$273K +$259K +2,930 New
IPW
624
Impact Partnership Wealth
Georgia
$271K +$241K +2,732 +1,588%
Fisher Asset Management
625
Fisher Asset Management
Washington
$266K +$252K +2,859 New

APO Hedge Fund Activity: Q4 2023 in Review

842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2023, worth a combined $31.8B — up 11% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new APO positions and 53 closed out — a net gain of 94 holders — while 293 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $366M sold.

  • 842 institutional investors held Apollo Global Management (APO) as of Q4 2023, up from 758 in Q3 2023.
  • Funds reported $31.8B of Apollo Global Management stock for Q4 2023, up 11% quarter-over-quarter.
  • 147 funds opened new Apollo Global Management positions in Q4 2023 and 53 closed out, a net change of +94 holders.
  • The largest Apollo Global Management buyer in Q4 2023 was Morgan Stanley, an estimated $623M added.
  • The largest Apollo Global Management seller in Q4 2023 was EdgePoint Investment Group, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.