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Apollo Global Management

842 hedge funds and large institutions have $31.8B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 293 increasing their positions, 264 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

18% more call options, than puts

Call options by funds: $669M | Put options by funds: $569M

11% more funds holding

Funds holding: 758842 (+84)

11% more capital invested

Capital invested by funds: $28.7B → $31.8B (+$3.17B)

11% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 264

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3.86% more ownership

Funds ownership: 56.35%60.21% (+3.9%)

Holders
842
Holders Change
+84
Holders Change %
+11.08%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
147
Increased
293
Reduced
264
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
651
Atlas Private Wealth Advisors
New Jersey
$242K
Group One Trading
652
Group One Trading
Illinois
$241K -$7.09M -80,268 -97%
BPCE
653
Bank Pictet & Cie (Europe)
Germany
$233K
ATC
654
Argent Trust Co
Tennessee
$233K +$221K +2,500 New
HCM
655
Helios Capital Management
Singapore
$233K +$221K +2,500 New
TC
656
Touchstone Capital
Pennsylvania
$231K
CPIG
657
Chicago Partners Investment Group
Illinois
$230K +$207K +2,341 New
BBHC
658
Brown Brothers Harriman & Co
New York
$230K
GC
659
Guggenheim Capital
Illinois
$226K +$214K +2,423 New
FWIA
660
Fort Washington Investment Advisors
Ohio
$225K +$213K +2,413 New
SPC
661
Sigma Planning Corp
Michigan
$225K +$213K +2,412 New
ZIC
662
ZWJ Investment Counsel
Georgia
$222K
AI
663
Atom Investors
Texas
$222K +$210K +2,378 New
DWT
664
Dorsey & Whitney Trust
South Dakota
$222K
CCM
665
Chickasaw Capital Management
Tennessee
$219K
VWA
666
Visionary Wealth Advisors
Illinois
$219K -$8.83K -100 -4%
Axa
667
Axa
France
$219K +$207K +2,345 New
PA
668
Profund Advisors
Maryland
$218K +$207K +2,344 New
RCA
669
Reitz Capital Advisors
Michigan
$218K -$18.5K -210 -8%
VAS
670
Vestmark Advisory Solutions
Massachusetts
$217K +$33.7K +382 New
DAM
671
Delta Asset Management
Tennessee
$214K
ECG
672
Edge Capital Group
Georgia
$213K
KAM
673
Knightsbridge Asset Management
California
$211K +$177 +2 +0.1%
GVAG
674
Great Valley Advisor Group
Delaware
$210K -$32.8K -371 -14%
Northwestern Mutual Wealth Management
675
Northwestern Mutual Wealth Management
Wisconsin
$207K +$12.9K +146 +7%

APO Hedge Fund Activity: Q4 2023 in Review

842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2023, worth a combined $31.8B — up 11% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new APO positions and 53 closed out — a net gain of 94 holders — while 293 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $366M sold.

  • 842 institutional investors held Apollo Global Management (APO) as of Q4 2023, up from 758 in Q3 2023.
  • Funds reported $31.8B of Apollo Global Management stock for Q4 2023, up 11% quarter-over-quarter.
  • 147 funds opened new Apollo Global Management positions in Q4 2023 and 53 closed out, a net change of +94 holders.
  • The largest Apollo Global Management buyer in Q4 2023 was Morgan Stanley, an estimated $623M added.
  • The largest Apollo Global Management seller in Q4 2023 was EdgePoint Investment Group, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.