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Apollo Global Management

145 hedge funds and large institutions have $2.27B invested in Apollo Global Management in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

6% more capital invested

Capital invested by funds: $2.13B → $2.27B (+$139M)

0.43% more ownership

Funds ownership: 62.42%62.85% (+0.43%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 150145 (-5)

30% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $35M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
20
Increased
49
Reduced
43
Closed
22
Calls
$24.4M
Puts
$35M
Net Calls
-$10.5M
Net Calls Change
-$995K
Name Holding Trade Value Shares
Change
Change in
Stake
MVP
51
Miller Value Partners
Florida
$2.66M +$549K +25,000 +26%
PWM
52
Perigon Wealth Management
California
$2.36M +$10.4K +474 +0.4%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$2.21M -$4.16M -189,300 -65%
AIM
54
Artemis Investment Management
United Kingdom
$2.21M +$2.2M +100,000 New
LPL Financial
55
LPL Financial
California
$2.11M +$2.11M +95,948 New
BCCM
56
Blue Clay Capital Management
Minnesota
$2.05M
CCA
57
Covey Capital Advisors
Georgia
$1.92M -$20.7K -942 -1%
BP
58
Boston Provident
New Jersey
$1.81M +$9.46K +431 +0.5%
GCP
59
GSA Capital Partners
United Kingdom
$1.79M +$210K +9,551 +13%
MM
60
Midas Management
New York
$1.77M
TYCC
61
Texas Yale Capital Corp
Florida
$1.75M
CA
62
Cetera Advisors
Colorado
$1.74M +$3.6K +164 +0.2%
SRCM
63
Swift Run Capital Management
Virginia
$1.66M -$161K -7,316 -9%
HK
64
Horizon Kinetics
New York
$1.57M +$5.45K +248 +0.4%
JIC
65
JRM Investment Counsel
Nebraska
$1.54M
GIM
66
Greenwich Investment Management
Connecticut
$1.53M -$524K -23,840 -26%
BCM
67
Bluefin Capital Management
New York
$1.49M +$43.9K +2,000 +3%
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$1.27M +$1.26M +57,500 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.23M -$3M -136,627 -71%
PTC
70
Private Trust Company
Ohio
$1.2M +$1.19M +54,300 New
RJA
71
Raymond James & Associates
Florida
$1.16M +$408K +18,588 +55%
DnB Asset Management
72
DnB Asset Management
Norway
$1.13M -$48.3K -2,200 -4%
AWCI
73
Alpine Woods Capital Investors
New York
$1.12M
ANI
74
American National Insurance
Texas
$1.07M
HSBC Holdings
75
HSBC Holdings
United Kingdom
$1.07M +$57.2K +2,603 +6%