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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
701
Obermeyer Wealth Partners
Colorado
-$249K -3,900 Closed
IAIM
702
International Assets Investment Management
Florida
-$234K -3,662 Closed
DCM
703
Driehaus Capital Management
Illinois
-$222K -3,484 Closed
KA
704
Kovack Advisors
Florida
-$215K -3,364 Closed
MFS
705
Mirabella Financial Services
United Kingdom
-$207K -3,250 Closed
RCM
706
Requisite Capital Management
Texas
-$204K -3,198 Closed
AT
707
American Trust
Kentucky
-$202K -3,174 Closed
KWM
708
Kingsview Wealth Management
Oregon
-$202K -3,165 Closed
Canada Pension Plan Investment Board
709
Canada Pension Plan Investment Board
Ontario, Canada
-$185K -2,900 Closed
CLOS
710
Compagnie Lombard Odier SCmA
Switzerland
-$133K -2,086 Closed
CG
711
Cutler Group
California
-$93.8K -1,401 Closed
Bessemer Group
712
Bessemer Group
New Jersey
-$41K -642 Closed
MS
713
Madden Securities
Texas
-$30.1K -472 Closed
EC
714
Elequin Capital
New York
-$18.6K -292 Closed
CA
715
Centerpoint Advisors
Massachusetts
-$17K -259 Closed
CAS
716
Coppell Advisory Solutions
Texas
-$13.7K -214 Closed
CASC
717
Coppell Advisory Solutions Corp
Texas
-$13.7K -214 Closed
DCP
718
Distillate Capital Partners
Illinois
-$12.8K -201 Closed
DWP
719
Destiny Wealth Partners
Florida
-$11K -172 Closed
CS
720
Comerica Securities
Michigan
-$10.4K -163 Closed
FWA
721
Freedom Wealth Alliance
Wisconsin
-$6.38K -100 Closed
RBC
722
Romano Brothers & Co
Illinois
-$5.74K -90 Closed
BCMLT
723
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4.27K -67 Closed
FGAM
724
Financial Gravity Asset Management
Texas
-$2.15K -64 Closed
RCM
725
Raleigh Capital Management
North Carolina
-$3.19K -50 Closed

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.