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Apollo Global Management
APO

Overview Fund Activity

885 hedge funds and large institutions have $37.4B invested in Apollo Global Management in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 341 increasing their positions, 266 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+49
Holders Change %
+5.86%
% of All Funds
12.83%
Holding in Top 10
36
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-25%
% of All Funds
0.52%
New
129
Increased
341
Reduced
266
Closed
69
Calls
$991M
Puts
$994M
Net Calls
-$3.72M
Net Calls Change
-$104M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$668M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$366M
3
UBS AM
UBS AM
Illinois
+$177M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$153M
5
MMH
Menora Mivtachim Holdings
Israel
+$133M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$784M
2
Marshall Wace
Marshall Wace
United Kingdom
-$200M
3
ClearBridge Investments
ClearBridge Investments
New York
-$180M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$95.1M
5
Select Equity Group
Select Equity Group
New York
-$91.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
651
International Assets Investment Management
Florida
$339K -$10.9K -97 -3%
DCM
652
Dudley Capital Management
Virginia
$337K – – –
TW
653
TrinityPoint Wealth
Connecticut
$336K -$22.9K -204 -6%
ACA
654
Atlas Capital Advisors
Wyoming
$336K +$101K +902 +43%
BFS
655
Bradley Foster & Sargent
Connecticut
$335K – – –
IPW
656
Impact Partnership Wealth
Georgia
$334K +$7.76K +69 +2%
IIC
657
Integrated Investment Consultants
Michigan
$330K +$330K +2,932 New
KA
658
Kovack Advisors
Florida
$328K +$19.6K +174 +6%
PWM
659
Perigon Wealth Management
California
$328K +$21.4K +190 +7%
CWM
660
CCG Wealth Management
California
$327K +$327K +2,904 New
CPIG
661
Chicago Partners Investment Group
Illinois
$323K +$57.1K +502 +21%
MPM
662
MBB Public Markets
Illinois
$320K +$320K +2,846 New
CG
663
Cynosure Group
Utah
$319K +$319K +2,839 New
APG
664
Abacus Planning Group
South Carolina
$317K – – –
CG
665
Caprock Group
Idaho
$315K +$315K +2,803 New
RCA
666
Resonant Capital Advisors
Wisconsin
$314K +$69.3K +616 +28%
PIA
667
Powell Investment Advisors
Florida
$314K – – –
DAS
668
Dynamic Advisor Solutions
Arizona
$314K +$314K +2,790 New
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$312K +$3.26K +29 +1%
GAM
670
Groupama Asset Management
France
$308K -$67.8K -603 -18%
CIS
671
Capital International Sarl
California
$302K +$302K +2,689 New
PTC
672
Private Trust Company
Ohio
$301K +$144K +1,281 +92%
HW
673
Hancock Whitney
Mississippi
$300K +$3.82K +34 +1%
SAG
674
SageView Advisory Group
California
$294K -$15.2K -135 -5%
ATC
675
Argent Trust Co
Tennessee
$292K +$11.2K +100 +4%
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