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Apollo Global Management
APO

Overview Fund Activity

931 hedge funds and large institutions have $40B invested in Apollo Global Management in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 348 increasing their positions, 290 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
931
Holders Change
+46
Holders Change %
+5.2%
% of All Funds
13.54%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.76%
New
120
Increased
348
Reduced
290
Closed
64
Calls
$972M
Puts
$780M
Net Calls
+$192M
Net Calls Change
+$196M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$358M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
3
Millennium Management
Millennium Management
New York
+$235M
4
UBS AM
UBS AM
Illinois
+$132M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$115M

Top Sellers

1
BlackRock
BlackRock
New York
-$410M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$286M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
-$118M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$76.2M
5
SOMRS
State of Michigan Retirement System
Michigan
-$74.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
651
Kingsview Wealth Management
Oregon
$407K -$10.7K -91 -3%
NEI
652
Northwest & Ethical Investments
Ontario, Canada
$405K -$82.6K -700 -17%
IAN
653
Integrated Advisors Network
Texas
$403K -$61.3K -519 -13%
SFA
654
Sequoia Financial Advisors
Ohio
$402K +$21.1K +179 +6%
EWA
655
EP Wealth Advisors
California
$399K +$21.8K +185 +6%
PA
656
Parallel Advisors
California
$394K +$237K +2,005 +151%
EWM
657
Evercore Wealth Management
New York
$393K -$131K -1,110 -25%
VCM
658
Vivaldi Capital Management
Illinois
$392K +$2.13K +18 +0.5%
PI
659
Pettee Investors
Connecticut
$384K – – –
CG
660
Cynosure Group
Utah
$380K +$45.2K +383 +13%
HAG
661
HighPoint Advisor Group
Illinois
$380K -$21.3K -174 -5%
LFAS
662
Level Four Advisory Services
Texas
$380K +$380K +3,218 New
PCM
663
Poehling Capital Management
Wisconsin
$379K -$22.4K -190 -6%
GSEP
664
Golden State Equity Partners
California
$378K +$378K +3,204 New
IWM
665
IHT Wealth Management
Illinois
$375K +$1.77K +15 +0.5%
BCV
666
Banque Cantonale Vaudoise
Switzerland
$373K -$1.12M -9,493 -75%
OWA
667
Opal Wealth Advisors
New York
$372K +$132K +1,116 +55%
CWP
668
CFM Wealth Partners
Texas
$371K – – –
MAG
669
M3 Advisory Group
Massachusetts
$371K +$371K +3,143 New
KA
670
Kovack Advisors
Florida
$370K +$24.7K +209 +7%
OIA
671
OneDigital Investment Advisors
Kansas
$368K +$89.7K +760 +32%
SAG
672
SageView Advisory Group
California
$367K +$58.3K +494 +19%
CPIG
673
Chicago Partners Investment Group
Illinois
$365K +$15.9K +130 +5%
NFG
674
Nations Financial Group
Iowa
$363K +$363K +3,073 New
RCA
675
Resonant Capital Advisors
Wisconsin
$361K +$30.6K +259 +9%
25 26
27
28 29