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Apollo Global Management

616 hedge funds and large institutions have $19B invested in Apollo Global Management in 2022 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 225 increasing their positions, 87 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 87

120% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 104

37% more capital invested

Capital invested by funds: $13.8B → $19B (+$5.17B)

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

24% more funds holding

Funds holding: 496616 (+120)

3% less call options, than puts

Call options by funds: $317M | Put options by funds: $327M

23.88% less ownership

Funds ownership: 77.69%53.81% (-24%)

Holders
616
Holders Change
+120
Holders Change %
+24.19%
% of All Funds
9.72%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.52%
New
229
Increased
225
Reduced
87
Closed
104
Calls
$317M
Puts
$327M
Net Calls
-$10.1M
Net Calls Change
-$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
676
Marble Harbor Investment Counsel
Massachusetts
-$413K -5,700 Closed
IF
677
Intrua Financial
Texas
-$381K -5,254 Closed
ZF
678
Zhang Financial
Michigan
-$336K -4,633 Closed
MWPCG
679
Measured Wealth Private Client Group
New Hampshire
-$330K -4,556 Closed
VAM
680
Vienna Asset Management
California
-$326K -4,500 Closed
ER
681
Enlightenment Research
Florida
-$319K -4,400 Closed
CANY
682
Caxton Associates (New York)
New York
-$299K -4,128 Closed
HCM
683
Hodges Capital Management
Texas
-$292K -4,030 Closed
IRF
684
IBM Retirement Fund
New York
-$285K -3,933 Closed
Comerica Bank
685
Comerica Bank
Texas
-$251K -3,462 Closed
RIA
686
Realta Investment Advisors
Delaware
-$242K -3,336 Closed
AI
687
Atom Investors
Texas
-$235K -3,239 Closed
PPW
688
Pinnacle Private Wealth
Massachusetts
-$221K -3,053 Closed
FDS
689
First Dallas Securities
Texas
-$217K -3,000 Closed
LOAMS
690
Lombard Odier Asset Management (Switzerland)
Switzerland
-$218K -2,988 Closed
CWM
691
C2C Wealth Management
Arizona
-$215K -2,969 Closed
SSWM
692
Sheets Smith Wealth Management
North Carolina
-$206K -2,850 Closed
BRWM
693
B. Riley Wealth Management
Tennessee
-$202K -2,786 Closed
DAM
694
Delta Asset Management
Tennessee
-$178K -2,463 Closed
CLOS
695
Compagnie Lombard Odier SCmA
Switzerland
-$110K -1,525 Closed
SCA
696
Snowden Capital Advisors
New York
-$94K -1,309 Closed
APP
697
Alpha Paradigm Partners
Illinois
-$72K -992 Closed
Pacer Advisors
698
Pacer Advisors
Pennsylvania
-$66K -914 Closed
PP
699
PrairieView Partners
Minnesota
-$52K -717 Closed
CT
700
Cambridge Trust
Massachusetts
-$51K -706 Closed

APO Hedge Fund Activity: Q1 2022 in Review

616 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2022, worth a combined $19B — up 37% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new APO positions and 104 closed out — a net gain of 125 holders — while 225 added to existing stakes and 87 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Tiger Global Management, cutting an estimated $370M.

  • 616 institutional investors held Apollo Global Management (APO) as of Q1 2022, up from 496 in Q4 2021.
  • Funds reported $19B of Apollo Global Management stock for Q1 2022, up 37% quarter-over-quarter.
  • 229 funds opened new Apollo Global Management positions in Q1 2022 and 104 closed out, a net change of +125 holders.
  • The largest Apollo Global Management buyer in Q1 2022 was Capital World Investors, an estimated $1.23B added.
  • The largest Apollo Global Management seller in Q1 2022 was Tiger Global Management, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2022.