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Apollo Global Management
APO

Overview Fund Activity

836 hedge funds and large institutions have $31.1B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 292 increasing their positions, 262 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+83
Holders Change %
+11.02%
% of All Funds
12.25%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
146
Increased
292
Reduced
262
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$658M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$224M
3
Marshall Wace
Marshall Wace
United Kingdom
+$216M
4
Millennium Management
Millennium Management
New York
+$213M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$183M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$366M
2
BWA
Brave Warrior Advisors
New York
-$213M
3
Citadel Advisors
Citadel Advisors
Florida
-$193M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$102M
5
SOMRS
State of Michigan Retirement System
Michigan
-$97.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
701
Lindbrook Capital
California
$112K +$42.4K +455 +61%
CIA
702
Cape Investment Advisory
Georgia
$110K – – –
CI Investments Inc
703
CI Investments Inc
Ontario, Canada
$105K -$186K -2,002 -64%
AA
704
AlphaCentric Advisors
Puerto Rico
$103K -$9.69K -104 -9%
SWA
705
SOA Wealth Advisors
New York
$100K – – –
PG
706
Proffitt & Goodson
Tennessee
$96.5K -$56.4K -605 -37%
HWA
707
Heritage Wealth Advisors
Virginia
$93.2K – – –
GFL
708
Granite FO LLC
New Hampshire
$88.5K – – –
WPWM
709
Western Pacific Wealth Management
Illinois
$88.3K -$13.7K -147 -13%
A
710
AlphaQuest
New York
$83.1K +$83.1K +892 New
SIS
711
Sound Income Strategies
Florida
$74.8K +$72.4K +777 +2,988%
MA
712
Montag & Associates
Georgia
$74.6K – – –
ADL
713
Asset Dedication LLC
California
$72K – – –
CAL
714
Capital Analysts LLC
Pennsylvania
$72K +$43.3K +465 +150%
BWL
715
Bogart Wealth LLC
Virginia
$67.3K -$4.01K -43 -6%
WT
716
Washington Trust
Rhode Island
$65.2K – – –
MWA
717
Moser Wealth Advisors
Washington
$63K – – –
WTC
718
WhitTier Trust Company
Nevada
$62.8K – – –
CPG
719
Cornerstone Planning Group
New Jersey
$59.4K -$6.43K -69 -10%
TC
720
Truvestments Capital
Florida
$58.9K +$280 +3 +0.5%
CFGS
721
Concourse Financial Group Securities
Alabama
$58.2K +$466 +5 +0.8%
MSG
722
Main Street Group
Virginia
$56.2K +$56.2K +600 New
TWM
723
Tradition Wealth Management
Minnesota
$52K +$278 +3 +0.5%
GI
724
GAMMA Investing
California
$49.6K +$49.6K +494 New
JWM
725
Janiczek Wealth Management
Colorado
$47.4K +$93 +1 +0.2%
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