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Apollo Global Management
APO

Overview Fund Activity

836 hedge funds and large institutions have $31.1B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 292 increasing their positions, 262 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+83
Holders Change %
+11.02%
% of All Funds
12.25%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
146
Increased
292
Reduced
262
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$658M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$224M
3
Marshall Wace
Marshall Wace
United Kingdom
+$216M
4
Millennium Management
Millennium Management
New York
+$213M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$183M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$366M
2
BWA
Brave Warrior Advisors
New York
-$213M
3
Citadel Advisors
Citadel Advisors
Florida
-$193M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$102M
5
SOMRS
State of Michigan Retirement System
Michigan
-$97.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
601
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$308K +$308K +3,309 New
BCV
602
Banque Cantonale Vaudoise
Switzerland
$304K -$313K -3,364 -51%
CIS
603
Custom Index Systems
New York
$304K +$304K +3,258 New
PI
604
Pettee Investors
Connecticut
$303K +$5.41K +58 +2%
KIA
605
Knollwood Investment Advisory
Maryland
$298K +$298K +3,200 New
TW
606
TrinityPoint Wealth
Connecticut
$297K -$42.7K -458 -13%
M1FG
607
Mach-1 Financial Group
Arkansas
$293K +$16.6K +178 +6%
CWP
608
CFM Wealth Partners
Texas
$293K – – –
PRC
609
Pearl River Capital
Michigan
$292K +$292K +3,135 New
IAIM
610
International Assets Investment Management
Florida
$290K -$2.61K -28 -0.9%
CF
611
Centaurus Financial
California
$289K +$51.3K +551 +22%
MW
612
Marcum Wealth
Ohio
$286K -$13.9K -149 -5%
DCM
613
Dudley Capital Management
Virginia
$280K – – –
AFC
614
AFT Forsyth & Company
Florida
$280K – – –
SAG
615
SageView Advisory Group
California
$279K +$24.8K +244 +10%
BFS
616
Bradley Foster & Sargent
Connecticut
$278K -$59.6K -640 -18%
KWA
617
Kingswood Wealth Advisors
California
$274K +$274K +2,937 New
MC
618
Machina Capital
France
$273K +$273K +2,930 New
IPW
619
Impact Partnership Wealth
Georgia
$271K +$255K +2,732 +1,588%
Fisher Asset Management
620
Fisher Asset Management
Washington
$266K +$266K +2,859 New
EWA
621
EP Wealth Advisors
California
$264K +$28K +300 +12%
CM
622
Capula Management
Cayman Islands
$264K -$258K -2,768 -49%
DGAM
623
Desjardins Global Asset Management
Quebec, Canada
$264K -$2.7M -28,974 -91%
EA
624
Emerald Advisers
Pennsylvania
$264K +$264K +2,831 New
BEI
625
Benjamin Edwards Inc
Missouri
$263K +$197K +2,116 +298%
23 24
25
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