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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
626
Jones Financial Companies
Missouri
$5.05K +$5.02K +75 +1,500%
GEA
627
Glen Eagle Advisors
New Jersey
$4.29K
SC
628
Schubert & Co
Texas
$4.23K +$1.14K +17 +34%
TFGT
629
TS Financial Group (TSFG)
Illinois
$4K +$67 +1 +2%
CFB
630
Cullen/Frost Bankers
Texas
$3.79K +$4.02K +60 New
SIC
631
SJS Investment Consulting
Ohio
$3.66K +$804 +12 +26%
BIA
632
Bell Investment Advisors
California
$3.6K -$1.47K -22 -28%
UB
633
UMB Bank
Missouri
$3.22K -$1.27K -19 -27%
Commonwealth Equity Services
634
Commonwealth Equity Services
Massachusetts
$3.22K -$49.3K -736 -1%
HPC
635
HM Payson & Co
Maine
$3.16K
CAL
636
Capital Advisors Ltd
Ohio
$3K -$1.94K -29 -41%
DI
637
Disciplined Investments
Oklahoma
$2.84K -$268 -4 -8%
AWM
638
Accel Wealth Management
Iowa
$2.75K +$67 +1 +2%
RTL
639
Red Tortoise LLC
Georgia
$2.4K
BWM
640
BerganKDV Wealth Management
Minnesota
$2.02K
RG
641
Retirement Group
California
$2K
CMP
642
Coston McIsaac & Partners
Maine
$2K +$2.68K +40 New
Fifth Third Bancorp
643
Fifth Third Bancorp
Ohio
$1.71K -$18.6K -278 -91%
CTA
644
Colonial Trust Advisors
South Carolina
$1.58K
CT
645
Clearstead Trust
Maine
$1.45K
NIG
646
NFJ Investment Group
Texas
$1.39K -$446K -6,663 -100%
ETC
647
Exchange Traded Concepts
Oklahoma
$1.26K -$2.34K -35 -64%
PCM
648
Penserra Capital Management
California
$1K
FFC
649
First Financial Corp
Indiana
$884
HGWM
650
Harvest Group Wealth Management
Massachusetts
$758 -$1.88K -28 -70%

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.