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Apollo Global Management

674 hedge funds and large institutions have $21.2B invested in Apollo Global Management in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 243 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 51

40% more capital invested

Capital invested by funds: $15.1B → $21.2B (+$6.08B)

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

20% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 203

10% more funds holding

Funds holding: 610674 (+64)

1.41% less ownership

Funds ownership: 57.19%55.78% (-1.4%)

40% less call options, than puts

Call options by funds: $246M | Put options by funds: $413M

Holders
674
Holders Change
+64
Holders Change %
+10.49%
% of All Funds
10.83%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.71%
New
126
Increased
243
Reduced
203
Closed
51
Calls
$246M
Puts
$413M
Net Calls
-$167M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
626
Archer Investment Corporation
Indiana
$7.14K +$6.65K +112 New
BAAM
627
Baker Avenue Asset Management
California
$6.7K +$6.24K +105 New
TCM
628
TD Capital Management
Tennessee
$6.55K +$59 +1 +1%
SCA
629
Stonebridge Capital Advisors
Minnesota
$6.38K -$2.08K -35 -26%
FWM
630
Focused Wealth Management
New York
$6.38K
HI
631
Harbour Investments
Wisconsin
$6.38K
KC
632
Kenfarb & Co
Kentucky
$6.38K
FWA
633
Freedom Wealth Alliance
Wisconsin
$6.38K +$5.94K +100 New
MLA
634
MB, Levis & Associates
Pennsylvania
$6.38K +$5.94K +100 New
BTI
635
Blue Trust Inc
Georgia
$6K -$15K -252 -66%
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$6K +$950 +16 +19%
RBC
637
Romano Brothers & Co
Illinois
$5.74K +$5.35K +90 New
BIA
638
Bell Investment Advisors
California
$5.04K -$1.19K -20 -20%
CAL
639
Capital Advisors Ltd
Ohio
$5K +$3.03K +51 +255%
GEA
640
Glen Eagle Advisors
New Jersey
$4.34K
BCMLT
641
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.27K +$3.98K +67 New
TFGT
642
TS Financial Group (TSFG)
Illinois
$4K
UB
643
UMB Bank
Missouri
$4K +$1.13K +19 +37%
SFG
644
Steward Financial Group
Texas
$4K +$3.92K +66 New
ETC
645
Exchange Traded Concepts
Oklahoma
$3.51K -$653 -11 -17%
HPC
646
HM Payson & Co
Maine
$3.19K
SC
647
Schubert & Co
Texas
$3.19K +$119 +2 +4%
RCM
648
Raleigh Capital Management
North Carolina
$3.19K -$5.94K -100 -67%
DI
649
Disciplined Investments
Oklahoma
$3.13K +$1.54K +26 +113%
SIC
650
SJS Investment Consulting
Ohio
$2.93K +$1.9K +32 +229%

APO Hedge Fund Activity: Q4 2022 in Review

674 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2022, worth a combined $21.2B — up 40% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new APO positions and 51 closed out — a net gain of 75 holders — while 243 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Janus Henderson Group, cutting an estimated $213M.

  • 674 institutional investors held Apollo Global Management (APO) as of Q4 2022, up from 610 in Q3 2022.
  • Funds reported $21.2B of Apollo Global Management stock for Q4 2022, up 40% quarter-over-quarter.
  • 126 funds opened new Apollo Global Management positions in Q4 2022 and 51 closed out, a net change of +75 holders.
  • The largest Apollo Global Management buyer in Q4 2022 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Apollo Global Management seller in Q4 2022 was Janus Henderson Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2022.