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Apollo Global Management

758 hedge funds and large institutions have $28.7B invested in Apollo Global Management in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 44

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.18B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

9% more funds holding

Funds holding: 694758 (+64)

5% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 247

0.09% more ownership

Funds ownership: 56.26%56.35% (+0.09%)

7% less call options, than puts

Call options by funds: $471M | Put options by funds: $504M

Holders
758
Holders Change
+64
Holders Change %
+9.22%
% of All Funds
12.03%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.71%
New
118
Increased
260
Reduced
247
Closed
44
Calls
$471M
Puts
$504M
Net Calls
-$33.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
626
Chickasaw Capital Management
Tennessee
$211K +$197K +2,348 New
IWM
627
IHT Wealth Management
Illinois
$208K +$195K +2,316 New
DAM
628
Delta Asset Management
Tennessee
$206K
VA
629
Vident Advisory
Georgia
$206K +$193K +2,294 New
ECG
630
Edge Capital Group
Georgia
$205K +$192K +2,288 New
KAM
631
Knightsbridge Asset Management
California
$203K +$190K +2,264 New
Northwestern Mutual Wealth Management
632
Northwestern Mutual Wealth Management
Wisconsin
$187K -$5.63K -67 -3%
SC
633
SouthState Corp
Florida
$180K
QCG
634
Quadrant Capital Group
Ohio
$168K +$15K +179 +11%
ECM
635
Engine Capital Management
New York
$168K -$58M -690,000 -100%
ST
636
Smithfield Trust
Pennsylvania
$160K +$1.26K +15 +0.9%
ACA
637
Atlas Capital Advisors
Wyoming
$156K +$102K +1,215 +233%
HCM
638
Hollencrest Capital Management
California
$153K -$8.41K -100 -6%
OAM
639
Ostrum Asset Management
France
$150K -$925 -11 -0.7%
TWC
640
TD Waterhouse Canada
Ontario, Canada
$148K +$53.4K +635 +91%
PG
641
Proffitt & Goodson
Tennessee
$147K -$6.14K -73 -4%
RFA
642
Resurgent Financial Advisors
Georgia
$144K -$12.9K -153 -9%
AA
643
Alta Advisers
United Kingdom
$144K
PAM
644
Paradigm Asset Management
New York
$131K
PTC
645
Private Trust Company
Ohio
$126K -$6.56K -78 -5%
TH
646
TCTC Holdings
Texas
$122K +$8.66K +103 +8%
SWM
647
Spire Wealth Management
Virginia
$119K -$420 -5 -0.4%
PA
648
Parallel Advisors
California
$117K +$3.28K +39 +3%
AAG
649
Armstrong Advisory Group
Massachusetts
$117K
JFGIW
650
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K +$109K +1,300 New

APO Hedge Fund Activity: Q3 2023 in Review

758 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new APO positions and 44 closed out — a net gain of 74 holders — while 260 added to existing stakes and 247 trimmed.

The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 758 institutional investors held Apollo Global Management (APO) as of Q3 2023, up from 694 in Q2 2023.
  • Funds reported $28.7B of Apollo Global Management stock for Q3 2023, up 17% quarter-over-quarter.
  • 118 funds opened new Apollo Global Management positions in Q3 2023 and 44 closed out, a net change of +74 holders.
  • The largest Apollo Global Management buyer in Q3 2023 was Millennium Management, an estimated $160M added.
  • The largest Apollo Global Management seller in Q3 2023 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.