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Apollo Global Management

694 hedge funds and large institutions have $24.5B invested in Apollo Global Management in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 213 increasing their positions, 241 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

48% more call options, than puts

Call options by funds: $429M | Put options by funds: $289M

25% more capital invested

Capital invested by funds: $19.6B → $24.5B (+$4.87B)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

6% more funds holding

Funds holding: 655694 (+39)

1.81% more ownership

Funds ownership: 54.45%56.26% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 241

Holders
694
Holders Change
+39
Holders Change %
+5.95%
% of All Funds
10.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.64%
New
109
Increased
213
Reduced
241
Closed
66
Calls
$429M
Puts
$289M
Net Calls
+$140M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
626
Silicon Valley Capital Partners
California
$23.4K +$20.3K +304 New
AF
627
Allworth Financial
California
$23.1K -$1.27K -19 -6%
CWM
628
Compass Wealth Management
Connecticut
$23K
CWP
629
Concord Wealth Partners
Virginia
$23K
MMG
630
Monetary Management Group
Missouri
$23K
IFAM
631
Institutional & Family Asset Management
Colorado
$21.5K
C
632
Covestor
United Kingdom
$21K -$201 -3 -1%
BAM
633
Byrne Asset Management
New Jersey
$21K
CWC
634
Carolinas Wealth Consulting
North Carolina
$20.7K +$134 +2 +0.7%
FHA
635
First Horizon Advisors
Tennessee
$18.8K
HNB
636
Huntington National Bank
Ohio
$17.1K -$257K -3,849 -95%
BEI
637
Benjamin Edwards Inc
Missouri
$17K -$2.21K -33 -13%
GWS
638
Glassman Wealth Services
Virginia
$16.7K +$468 +7 +3%
EL
639
EMFO LLC
Florida
$15.7K
SCA
640
Stonebridge Capital Advisors
Minnesota
$15.7K
AIM
641
Anchor Investment Management
South Carolina
$15.4K
AA
642
AlphaMark Advisors
Kentucky
$15K
CHA
643
Carmichael Hill & Associates
Maryland
$12.7K
JWA
644
JFS Wealth Advisors
Pennsylvania
$12.4K -$1.34K -20 -11%
ZB
645
Zions Bancorporation
Utah
$12.4K
SFG
646
Steward Financial Group
Texas
$11K -$869 -13 -8%
OPTFSNA
647
Old Point Trust & Financial Services N A
Virginia
$10.1K +$8.83K +132 New
FBC
648
Fairfield, Bush & Co
Connecticut
$9.98K +$8.69K +130 New
TFM
649
TFC Financial Management
Massachusetts
$9.6K -$16.2K -243 -66%
AFS
650
Annapolis Financial Services
Maryland
$9.6K