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Apollo Global Management

141 hedge funds and large institutions have $1.82B invested in Apollo Global Management in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

0.54% more ownership

Funds ownership: 62.85%63.39% (+0.54%)

3% less funds holding

Funds holding: 145141 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

20% less capital invested

Capital invested by funds: $2.27B → $1.82B (-$450M)

38% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $26.6M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
16
Increased
53
Reduced
42
Closed
19
Calls
$16.6M
Puts
$26.6M
Net Calls
-$10M
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
BP
51
Boston Provident
New Jersey
$2.18M +$903K +45,325 +56%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.03M -$343K -17,206 -13%
LPL Financial
53
LPL Financial
California
$1.89M +$144K +7,250 +8%
PWM
54
Perigon Wealth Management
California
$1.83M +$80 +4 +0%
CCA
55
Covey Capital Advisors
Georgia
$1.72M +$262K +13,150 +15%
BCCM
56
Blue Clay Capital Management
Minnesota
$1.59M
JG
57
Jefferies Group
New York
$1.55M +$1.79M +90,000 New
Group One Trading
58
Group One Trading
Illinois
$1.49M +$1.73M +86,747 New
KJHP
59
K.J. Harrison & Partners
Ontario, Canada
$1.43M -$996K -50,000 -38%
BCM
60
Bluefin Capital Management
New York
$1.41M +$301K +15,110 +23%
GA
61
Glenhill Advisors
New York
$1.36M +$1.58M +79,306 New
MM
62
Midas Management
New York
$1.35M -$31.9K -1,600 -2%
Citadel Advisors
63
Citadel Advisors
Florida
$1.3M +$1.43M +71,866 +1,942%
TYCC
64
Texas Yale Capital Corp
Florida
$1.29M -$83.7K -4,200 -5%
CA
65
Cetera Advisors
Colorado
$1.22M -$164K -8,223 -10%
GIM
66
Greenwich Investment Management
Connecticut
$1.06M -$143K -7,180 -10%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.01M +$65.4K +3,284 +6%
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$988K
O
69
OppenheimerFunds
New York
$963K -$7.83M -393,190 -88%
PTC
70
Private Trust Company
Ohio
$932K
DnB Asset Management
71
DnB Asset Management
Norway
$907K +$39.8K +2,000 +4%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$852K +$988K +49,594 New
ANI
73
American National Insurance
Texas
$827K
CF
74
CNA Financial
Illinois
$812K
SPC
75
Sigma Planning Corp
Michigan
$791K +$224K +11,260 +32%

APO Hedge Fund Activity: Q3 2015 in Review

141 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2015, worth a combined $1.82B — down 20% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APO and 16 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 53 added.

The largest buyer was Goldman Sachs, adding an estimated $58.8M. The largest seller was ING Group, cutting an estimated $57.5M.

  • 141 institutional investors held Apollo Global Management (APO) as of Q3 2015, down from 145 in Q2 2015.
  • Funds reported $1.82B of Apollo Global Management stock for Q3 2015, down 20% quarter-over-quarter.
  • 16 funds opened new Apollo Global Management positions in Q3 2015 and 19 closed out, a net change of -3 holders.
  • The largest Apollo Global Management buyer in Q3 2015 was Goldman Sachs, an estimated $58.8M added.
  • The largest Apollo Global Management seller in Q3 2015 was ING Group, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2015.