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Apollo Global Management
APO

Overview Fund Activity

885 hedge funds and large institutions have $37.4B invested in Apollo Global Management in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 341 increasing their positions, 266 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+49
Holders Change %
+5.86%
% of All Funds
12.83%
Holding in Top 10
36
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-25%
% of All Funds
0.52%
New
129
Increased
341
Reduced
266
Closed
69
Calls
$991M
Puts
$994M
Net Calls
-$3.72M
Net Calls Change
-$104M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$668M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$366M
3
UBS AM
UBS AM
Illinois
+$177M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$153M
5
MMH
Menora Mivtachim Holdings
Israel
+$133M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$784M
2
Marshall Wace
Marshall Wace
United Kingdom
-$200M
3
ClearBridge Investments
ClearBridge Investments
New York
-$180M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$95.1M
5
Select Equity Group
Select Equity Group
New York
-$91.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
601
Integrated Advisors Network
Texas
$442K +$7.31K +65 +2%
AWM
602
Angeles Wealth Management
California
$442K +$337 +3 +0.1%
SFP
603
Shepherd Financial Partners
Massachusetts
$439K +$900 +8 +0.2%
ADIM
604
Alpha DNA Investment Management
Maryland
$439K +$35.6K +317 +9%
SSW
605
Stone Summit Wealth
Florida
$439K – – –
HWM
606
HB Wealth Management
Georgia
$436K +$13.5K +120 +3%
DC
607
Davenport & Co
Virginia
$435K -$315K -2,798 -42%
GC
608
Gilbert & Cook
Iowa
$429K -$141K -1,254 -25%
CSPAM
609
Cary Street Partners Asset Management
Virginia
$423K – – –
TFS
610
Thoroughbred Financial Services
Tennessee
$420K +$1.57K +14 +0.4%
QWP
611
Quotient Wealth Partners
Texas
$419K +$419K +3,727 New
ECM
612
Evergreen Capital Management
Washington
$414K -$48.5K -431 -10%
BAM
613
Belpointe Asset Management
Nevada
$414K -$646K -5,749 -61%
RFC
614
Regions Financial Corp
Alabama
$410K +$410K +3,649 New
CFS
615
Coordinated Financial Services
Colorado
$408K +$408K +3,625 New
VR
616
Valued Retirements
Texas
$404K – – –
CI Investments Inc
617
CI Investments Inc
Ontario, Canada
$400K +$273K +2,432 +215%
KWM
618
Kingsview Wealth Management
Oregon
$398K +$89.4K +795 +29%
DILIC
619
Dai-ichi Life Insurance Company
Japan
$394K – – –
AFC
620
AFT Forsyth & Company
Florida
$394K +$56.2K +500 +17%
SB
621
Sunflower Bank
Texas
$392K +$4.84K +43 +1%
CAPTRUST Financial Advisors
622
CAPTRUST Financial Advisors
North Carolina
$391K -$618K -5,494 -61%
RIM
623
Rakuten Investment Management
Japan
$387K +$355K +3,153 +1,106%
PCM
624
Poehling Capital Management
Wisconsin
$383K – – –
MC
625
Machina Capital
France
$382K +$52.9K +470 +16%
23 24
25
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