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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 %
BP
676
Ballentine Partners
Massachusetts
$286K +$286K +2,544 New
SPC
677
Sigma Planning Corp
Michigan
$283K +$11.4K +101 +4%
GVAG
678
Great Valley Advisor Group
Delaware
$282K +$28.9K +257 +11%
HCM
679
Helios Capital Management
Singapore
$281K – – –
BPCE
680
Bank Pictet & Cie (Europe)
Germany
$281K – – –
MW
681
Marcum Wealth
Ohio
$279K -$66.3K -590 -19%
TC
682
Touchstone Capital
Pennsylvania
$279K – – –
BBHC
683
Brown Brothers Harriman & Co
New York
$277K – – –
MFG
684
Merit Financial Group
Georgia
$275K +$275K +2,515 New
CG
685
Cutler Group
California
$275K +$259K +2,312 +1,651%
AWM
686
Aviso Wealth Management
Washington
$271K +$22.5K +200 +9%
HMS
687
Hanseatic Management Services
New Mexico
$268K +$217K +1,933 +433%
DWT
688
Dorsey & Whitney Trust
South Dakota
$267K – – –
OIA
689
OneDigital Investment Advisors
Kansas
$266K -$485K -4,313 -65%
IHWM
690
Iron Horse Wealth Management
Iowa
$265K +$76.2K +678 +40%
VWA
691
Visionary Wealth Advisors
Illinois
$264K – – –
Axa
692
Axa
France
$263K -$450 -4 -0.2%
CCM
693
Chickasaw Capital Management
Tennessee
$262K -$2.25K -20 -0.9%
EFS
694
Essex Financial Services
Connecticut
$261K -$32.6K -290 -11%
DAM
695
Delta Asset Management
Tennessee
$259K – – –
FLC
696
Fifth Lane Capital
Texas
$244K +$244K +2,172 New
AC
697
ASB Consultores
Florida
$244K +$244K +2,172 New
EC
698
EntryPoint Capital
New York
$243K +$67.9K +604 +39%
LAM
699
Lifestyle Asset Management
Texas
$242K +$242K +2,152 New
IIM
700
InTrack Investment Management
Vermont
$241K -$360K -3,200 -60%
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