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Apollo Global Management
APO

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: 34 → 44 (+10)

20% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 203

10% more funds holding

Funds holding: 610 → 674 (+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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M
3
SC
Samlyn Capital
New York
+$105M
4
BlackRock
BlackRock
New York
+$74.4M
5
JCM
Junto Capital Management
New York
+$63.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$213M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$135M
3
Capital International Investors
Capital International Investors
California
-$127M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$107M
5
Citadel Advisors
Citadel Advisors
Florida
-$98.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Accel Wealth Management
Iowa
$2.76K – – –
HGWM
652
Harvest Group Wealth Management
Massachusetts
$2.55K +$178 +3 +8%
MPCL
653
My Personal CFO LLC
Washington
$2.55K +$2.38K +40 New
RTL
654
Red Tortoise LLC
Georgia
$2.42K +$2.26K +38 New
JWA
655
JFS Wealth Advisors
Pennsylvania
$2.23K +$356 +6 +21%
FGAM
656
Financial Gravity Asset Management
Texas
$2.15K +$3.8K +64 New
BWM
657
BerganKDV Wealth Management
Minnesota
$2.04K +$1.9K +32 New
RG
658
Retirement Group
California
$2K +$1.84K +31 New
CTA
659
Colonial Trust Advisors
South Carolina
$1.59K +$1.49K +25 New
CCM
660
Cribstone Capital Management
Maine
$1.34K +$59 +1 +5%
BEI
661
Benjamin Edwards Inc
Missouri
$1K – – –
CAL
662
Capital Analysts LLC
Pennsylvania
$1K – – –
CT
663
Clearstead Trust
Maine
$1K – – –
PCM
664
Penserra Capital Management
California
$1K +$1.78K +30 New
GJIA
665
Glass Jacobson Investment Advisors
Maryland
$957 +$891 +15 New
FFC
666
First Financial Corp
Indiana
$893 – – –
PAG
667
Private Advisor Group
New Jersey
$689 -$137K -2,309 -18%
GI
668
Gradient Investments
Minnesota
$574 -$2.97K -50 -85%
MYAM
669
Meiji Yasuda Asset Management
Japan
$364 +$10.1K +170 +3%
AWM
670
Accurate Wealth Management
Florida
$333 +$297 +5 New
FA
671
Fiduciary Alliance
South Carolina
$255 +$238 +4 New
MHR
672
Matthew Hamilton Rosenberg
$191 +$178 +3 New
TWP
673
TFO Wealth Partners
Ohio
$187 +$238 +4 New
Massachusetts Financial Services
674
Massachusetts Financial Services
Massachusetts
– -$107M -2,300,000 Closed
RCMNY
675
Rubric Capital Management (New York)
New York
– -$44.2M -950,343 Closed
25 26
27
28 29

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.