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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
EWA
676
EverSource Wealth Advisors
Alabama
$47.1K -$24.7K -294 -36%
JWM
677
Janiczek Wealth Management
Colorado
$45.6K
FFA
678
Farther Finance Advisors
California
$45K +$6.39K +76 +18%
AF
679
Allworth Financial
California
$45K +$16.8K +200 +66%
WBC
680
Westpac Banking Corp
Australia
$44.9K
OCM
681
Orion Capital Management
California
$44.9K +$42K +500 New
SS
682
Sunbelt Securities
Texas
$43.4K
WTA
683
Washington Trust Advisors
Massachusetts
$41.1K
CSWM
684
Cassady Schiller Wealth Management
Ohio
$40.9K
ME
685
McIlrath & Eck
Washington
$40.8K
HCP
686
Hexagon Capital Partners
Arkansas
$40.2K -$3.45K -41 -8%
HBW
687
Hazlett, Burt & Watson
West Virginia
$40K
HMS
688
Hanseatic Management Services
New Mexico
$39.4K +$36.9K +439 New
RTC
689
Riverview Trust Company
Washington
$36K
QL
690
Quarry LP
New York
$35.1K -$29.6K -352 -47%
CT
691
Colonial Trust
South Carolina
$34.8K +$6.72K +80 +25%
NFSG
692
Newbridge Financial Services Group
Florida
$32.3K
HNB
693
Huntington National Bank
Ohio
$28.5K +$7.99K +95 +43%
CAL
694
Capital Analysts LLC
Pennsylvania
$28K +$26K +309 New
AA
695
Ancora Advisors
Ohio
$27.8K
SVCP
696
Silicon Valley Capital Partners
California
$27.4K +$168 +2 +0.7%
CWM
697
Compass Wealth Management
Connecticut
$26.9K
CWP
698
Concord Wealth Partners
Virginia
$26.9K
MMG
699
Monetary Management Group
Missouri
$26.9K
JPWM
700
Jamison Private Wealth Management
Georgia
$26.7K +$25K +298 New

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.