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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
AA
651
AlphaCentric Advisors
Puerto Rico
$108K -$16.7K -199 -14%
CIA
652
Cape Investment Advisory
Georgia
$106K -$1.18K -14 -1%
KI
653
Kapitalo Investimentos
Brazil
$105K +$98K +1,166 New
WPWM
654
Western Pacific Wealth Management
Illinois
$98.3K
SWA
655
SOA Wealth Advisors
New York
$96.7K
HWA
656
Heritage Wealth Advisors
Virginia
$89.8K
CA
657
Clearstead Advisors
Ohio
$85.6K +$40.1K +477 +100%
GFL
658
Granite FO LLC
New Hampshire
$85.3K
BFEC
659
Benjamin F. Edwards & Company
Missouri
$82K -$2.1K -25 -3%
PFBT
660
Parkside Financial Bank & Trust
Missouri
$80K +$504 +6 +0.7%
CAM
661
Chesapeake Asset Management
New York
$71.8K
MA
662
Montag & Associates
Georgia
$71.8K
BWL
663
Bogart Wealth LLC
Virginia
$68.7K -$13.8K -164 -18%
ADL
664
Asset Dedication LLC
California
$68K
LC
665
Lindbrook Capital
California
$67.4K +$5.04K +60 +9%
BEI
666
Benjamin Edwards Inc
Missouri
$64K +$40.9K +487 +219%
CPG
667
Cornerstone Planning Group
New Jersey
$63.4K -$4.46K -53 -7%
WT
668
Washington Trust
Rhode Island
$62.8K
CG
669
Cutler Group
California
$62K +$56.1K +667 +2,021%
MWA
670
Moser Wealth Advisors
Washington
$60.7K
WTC
671
WhitTier Trust Company
Nevada
$60.5K +$10.8K +128 +23%
TC
672
Truvestments Capital
Florida
$56.5K +$252 +3 +0.5%
CFGS
673
Concourse Financial Group Securities
Alabama
$55.6K -$9.92K -118 -16%
QT
674
Quantbot Technologies
New York
$52.1K +$48.8K +580 New
TWM
675
Tradition Wealth Management
Minnesota
$50K +$252 +3 +0.5%

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.