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Apollo Global Management

214 hedge funds and large institutions have $4.72B invested in Apollo Global Management in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 71 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $54.6M | Put options by funds: $27M

10% more capital invested

Capital invested by funds: $4.29B → $4.72B (+$433M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.7% more ownership

Funds ownership: 70.9%73.61% (+2.7%)

9% less funds holding

Funds holding: 236214 (-22)

15% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 71

43% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 49

Holders
214
Holders Change
-22
Holders Change %
-9.32%
% of All Funds
4.9%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
28
Increased
60
Reduced
71
Closed
49
Calls
$54.6M
Puts
$27M
Net Calls
+$27.6M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$5.42M -$3.01M -98,362 -37%
CFM
52
Coronation Fund Managers
South Africa
$4.05M -$4.8M -157,136 -55%
SEI Investments
53
SEI Investments
Pennsylvania
$3.93M +$3.69M +120,573 +4,461%
BCM
54
Beck Capital Management
Texas
$3.77M -$345K -11,281 -9%
DnB Asset Management
55
DnB Asset Management
Norway
$3.41M +$498K +16,300 +18%
DMK
56
David M. Knott
$3.35M +$2.29M +75,000 +250%
RJA
57
Raymond James & Associates
Florida
$3.26M +$319K +10,448 +11%
IC
58
Iconiq Capital
California
$3.26M
LPL Financial
59
LPL Financial
California
$3.2M +$84.7K +2,770 +3%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$3.06M -$1.51M -49,466 -34%
QOP
61
Quinn Opportunity Partners
Virginia
$2.9M
Group One Trading
62
Group One Trading
Illinois
$2.88M +$296K +9,677 +12%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2.86M +$1.07M +35,003 +64%
OC
64
Oppenheimer & Co
New York
$2.8M +$5.87K +192 +0.2%
CCMU
65
Cheyne Capital Management (UK)
United Kingdom
$2.79M
RIL
66
Rothschild Investment LLC
Illinois
$2.6M +$92 +3 +0%
MDSL
67
M.D. Sass LLC
New York
$2.59M -$657K -21,500 -21%
BA
68
Boston Advisors
Massachusetts
$2.34M -$9.94K -325 -0.4%
CCA
69
Covey Capital Advisors
Georgia
$2.24M -$771K -25,213 -26%
ECA
70
Endeavour Capital Advisors
Connecticut
$2.21M +$2.12M +69,254 New
CBA
71
Coastal Bridge Advisors
Connecticut
$2.17M +$127K +4,149 +6%
ANI
72
American National Insurance
Texas
$2.15M
EGPO
73
EnTrust Global Partners Offshore
New York
$1.95M -$459K -15,000 -20%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$1.95M -$2.5M -81,820 -57%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$1.8M +$1.73M +56,476 New

APO Hedge Fund Activity: Q2 2018 in Review

214 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q2 2018, worth a combined $4.72B — up 10% from $4.29B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of APO and 28 opened new positions — a net loss of 21 holders — while 71 trimmed existing stakes and 60 added.

The largest buyer was Fidelity Investments, adding an estimated $96.8M. The largest seller was Goldman Sachs, cutting an estimated $56.7M.

  • 214 institutional investors held Apollo Global Management (APO) as of Q2 2018, down from 236 in Q1 2018.
  • Funds reported $4.72B of Apollo Global Management stock for Q2 2018, up 10% quarter-over-quarter.
  • 28 funds opened new Apollo Global Management positions in Q2 2018 and 49 closed out, a net change of -21 holders.
  • The largest Apollo Global Management buyer in Q2 2018 was Fidelity Investments, an estimated $96.8M added.
  • The largest Apollo Global Management seller in Q2 2018 was Goldman Sachs, an estimated $56.7M sold.

Based on aggregated 13F filings for Q2 2018.