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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
IFAM
701
Institutional & Family Asset Management
Colorado
$25.1K +$84 +1 +0.4%
BAM
702
Byrne Asset Management
New Jersey
$25K
C
703
Covestor
United Kingdom
$25K +$84 +1 +0.4%
SL
704
Salomon & Ludwin
Virginia
$23.6K +$22.1K +263 New
AF
705
Advisornet Financial
Minnesota
$22.9K +$11.3K +135 +113%
FHA
706
First Horizon Advisors
Tennessee
$22K
GWS
707
Glassman Wealth Services
Virginia
$20.1K +$504 +6 +3%
EL
708
EMFO LLC
Florida
$18.4K
SCA
709
Stonebridge Capital Advisors
Minnesota
$18.4K
AIM
710
Anchor Investment Management
South Carolina
$18K
HGERS
711
Householder Group Estate & Retirement Specialist
Arizona
$16.1K +$15K +179 New
HI
712
Harbour Investments
Wisconsin
$16.1K +$4.62K +55 +44%
IPW
713
Impact Partnership Wealth
Georgia
$15.4K +$11.9K +142 +473%
CHA
714
Carmichael Hill & Associates
Maryland
$14.8K
JWA
715
JFS Wealth Advisors
Pennsylvania
$14.5K
ZB
716
Zions Bancorporation
Utah
$14.5K
CAS
717
Coppell Advisory Solutions
Texas
$13.7K +$9.58K +114 +114%
SFG
718
Steward Financial Group
Texas
$13K
BTI
719
Blue Trust Inc
Georgia
$12K +$252 +3 +2%
AFS
720
Annapolis Financial Services
Maryland
$11.2K
TFM
721
TFC Financial Management
Massachusetts
$11.2K
AIC
722
Archer Investment Corporation
Indiana
$10.1K
MPWT
723
MassMutual Private Wealth & Trust
Connecticut
$9.69K +$252 +3 +3%
TCM
724
TD Capital Management
Tennessee
$9.33K
AA
725
AlphaMark Advisors
Kentucky
$9K -$8.41K -100 -50%

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.