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Apollo Global Management

221 hedge funds and large institutions have $4.73B invested in Apollo Global Management in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $120M | Put options by funds: $27.7M

81% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 26

12% more capital invested

Capital invested by funds: $4.21B → $4.73B (+$514M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more funds holding

Funds holding: 204221 (+17)

1.1% more ownership

Funds ownership: 72.34%73.44% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 62

Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
5.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
47
Increased
62
Reduced
62
Closed
26
Calls
$120M
Puts
$27.7M
Net Calls
+$92M
Net Calls Change
+$28.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
51
Robeco Institutional Asset Management
Netherlands
$8.37M +$1.57M +50,000 +25%
AU
52
Algebris (UK)
United Kingdom
$8.34M +$7.81M +249,111 New
Invesco
53
Invesco
Georgia
$8.14M -$418K -13,334 -5%
CCM
54
Concourse Capital Management
Georgia
$7.64M -$2.09M -66,689 -23%
LOAMS
55
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.36M -$940K -30,000 -12%
PFMOSF
56
Philadelphia Financial Management of San Francisco
California
$7.24M +$6.78M +216,363 New
Barclays
57
Barclays
United Kingdom
$6.88M +$6.35M +202,660 +6,993%
DG
58
Delek Group
Israel
$6.68M +$6.27M +200,000 New
Russell Investments Group
59
Russell Investments Group
United Kingdom
$6.13M -$987K -31,508 -15%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$5.91M -$69.7K -2,225 -1%
SGM
61
Skye Global Management
Florida
$5.62M +$5.26M +168,000 New
DnB Asset Management
62
DnB Asset Management
Norway
$5.13M
BCM
63
Beck Capital Management
Texas
$4.66M -$139K -4,427 -3%
TAM
64
Tealwood Asset Management
Minnesota
$4.14M -$89.8K -2,867 -2%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$4.11M -$470K -15,009 -11%
CCA
66
Covey Capital Advisors
Georgia
$4.02M +$175K +5,587 +5%
CCMU
67
Cheyne Capital Management (UK)
United Kingdom
$3.84M
LPL Financial
68
LPL Financial
California
$3.25M +$627K +20,005 +26%
MDSL
69
M.D. Sass LLC
New York
$3.11M -$1.02M -32,500 -26%
OC
70
Oppenheimer & Co
New York
$3.07M -$113K -3,619 -4%
RJA
71
Raymond James & Associates
Florida
$2.97M +$23.8K +758 +0.9%
IC
72
Iconiq Capital
California
$2.96M
EGPO
73
EnTrust Global Partners Offshore
New York
$2.76M +$2.58M +82,400 New
RIL
74
Rothschild Investment LLC
Illinois
$2.74M +$125 +4 +0%
GIM
75
Greenwich Investment Management
Connecticut
$2.6M -$174K -5,545 -7%

APO Hedge Fund Activity: Q4 2017 in Review

221 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2017, worth a combined $4.73B — up 12% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new APO positions and 26 closed out — a net gain of 21 holders — while 62 added to existing stakes and 62 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $75.3M. The largest seller was MSD Partners, exiting entirely with an estimated $67.3M sold.

  • 221 institutional investors held Apollo Global Management (APO) as of Q4 2017, up from 204 in Q3 2017.
  • Funds reported $4.73B of Apollo Global Management stock for Q4 2017, up 12% quarter-over-quarter.
  • 47 funds opened new Apollo Global Management positions in Q4 2017 and 26 closed out, a net change of +21 holders.
  • The largest Apollo Global Management buyer in Q4 2017 was Massachusetts Financial Services, an estimated $75.3M added.
  • The largest Apollo Global Management seller in Q4 2017 was MSD Partners, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2017.