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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
MG
51
Markel Group
Virginia
$94.4M
FPCG
52
Fort Pitt Capital Group
Pennsylvania
$92.3M +$299K +3,392 +0.3%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$91.8M -$1.08M -12,200 -1%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$91.4M +$58.6M +663,201 +209%
Jane Street
55
Jane Street
New York
$90M -$60.1M -680,349 -41%
NCA
56
Newbrook Capital Advisors
New York
$90M +$24.5M +277,046 +40%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$88.8M -$2.4M -27,229 -3%
Wells Fargo
58
Wells Fargo
California
$88.6M +$4.42M +50,008 +6%
TP
59
Third Point
New York
$83.9M +$79.5M +900,000 New
CS
60
Credit Suisse
Switzerland
$79.3M +$12.1M +136,548 +19%
RP
61
Regal Partners
Australia
$76.4M +$72.4M +819,474 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$75.7M -$4.34M -49,168 -6%
Westfield Capital Management
63
Westfield Capital Management
Massachusetts
$75.3M -$1.29M -14,637 -2%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$71.8M +$33M +373,355 +94%
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$70.6M +$6.81M +77,180 +11%
MA
66
MSA Advisors
California
$70.3M +$66.6M +754,372 New
GPC
67
Guardian Point Capital
Virginia
$65.2M
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$64.3M -$174K -1,975 -0.3%
HCL
69
Heard Capital LLC
Illinois
$64.3M +$6.2M +70,248 +11%
Ameriprise
70
Ameriprise
Minnesota
$64.1M +$16.9M +191,396 +39%
MFM
71
MHR Fund Management
New York
$63.3M
HighTower Advisors
72
HighTower Advisors
Illinois
$61.8M -$2.24M -25,389 -4%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$61.5M +$32.8M +371,721 +130%
ZIG
74
Zurich Insurance Group
Switzerland
$60.8M -$7.01M -79,391 -11%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$59.7M -$55.1K -624 -0.1%

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.