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Apollo Global Management

842 hedge funds and large institutions have $31.8B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 293 increasing their positions, 264 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

18% more call options, than puts

Call options by funds: $669M | Put options by funds: $569M

11% more funds holding

Funds holding: 758842 (+84)

11% more capital invested

Capital invested by funds: $28.7B → $31.8B (+$3.17B)

11% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 264

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3.86% more ownership

Funds ownership: 56.35%60.21% (+3.9%)

Holders
842
Holders Change
+84
Holders Change %
+11.08%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
147
Increased
293
Reduced
264
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
701
IFP Advisors
Florida
$126K -$771K -8,736 -87%
AAG
702
Armstrong Advisory Group
Massachusetts
$121K
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K
PA
704
Parallel Advisors
California
$118K -$3.09K -35 -3%
PFBT
705
Parkside Financial Bank & Trust
Missouri
$116K +$31.3K +355 +40%
LC
706
Lindbrook Capital
California
$112K +$40.2K +455 +61%
CIA
707
Cape Investment Advisory
Georgia
$110K
CI Investments Inc
708
CI Investments Inc
Ontario, Canada
$105K -$177K -2,002 -64%
AA
709
AlphaCentric Advisors
Puerto Rico
$103K -$9.18K -104 -9%
SWA
710
SOA Wealth Advisors
New York
$100K
PG
711
Proffitt & Goodson
Tennessee
$96.5K -$53.4K -605 -37%
HWA
712
Heritage Wealth Advisors
Virginia
$93.2K
GFL
713
Granite FO LLC
New Hampshire
$88.5K
WPWM
714
Western Pacific Wealth Management
Illinois
$88.3K -$13K -147 -13%
A
715
AlphaQuest
New York
$83.1K +$78.8K +892 New
SIS
716
Sound Income Strategies
Florida
$74.8K +$68.6K +777 +2,988%
CAM
717
Chesapeake Asset Management
New York
$74.6K
MA
718
Montag & Associates
Georgia
$74.6K
ADL
719
Asset Dedication LLC
California
$72K
CAL
720
Capital Analysts LLC
Pennsylvania
$72K +$41.1K +465 +150%
BWL
721
Bogart Wealth LLC
Virginia
$67.3K -$3.8K -43 -6%
WT
722
Washington Trust
Rhode Island
$65.2K
MWA
723
Moser Wealth Advisors
Washington
$63K
WTC
724
WhitTier Trust Company
Nevada
$62.8K
CPG
725
Cornerstone Planning Group
New Jersey
$59.4K -$6.09K -69 -10%

APO Hedge Fund Activity: Q4 2023 in Review

842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2023, worth a combined $31.8B — up 11% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new APO positions and 53 closed out — a net gain of 94 holders — while 293 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $366M sold.

  • 842 institutional investors held Apollo Global Management (APO) as of Q4 2023, up from 758 in Q3 2023.
  • Funds reported $31.8B of Apollo Global Management stock for Q4 2023, up 11% quarter-over-quarter.
  • 147 funds opened new Apollo Global Management positions in Q4 2023 and 53 closed out, a net change of +94 holders.
  • The largest Apollo Global Management buyer in Q4 2023 was Morgan Stanley, an estimated $623M added.
  • The largest Apollo Global Management seller in Q4 2023 was EdgePoint Investment Group, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.