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Apollo Global Management

758 hedge funds and large institutions have $28.7B invested in Apollo Global Management in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 44

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.18B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

9% more funds holding

Funds holding: 694758 (+64)

5% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 247

0.09% more ownership

Funds ownership: 56.26%56.35% (+0.09%)

7% less call options, than puts

Call options by funds: $471M | Put options by funds: $504M

Holders
758
Holders Change
+64
Holders Change %
+9.22%
% of All Funds
12.03%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.71%
New
118
Increased
260
Reduced
247
Closed
44
Calls
$471M
Puts
$504M
Net Calls
-$33.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
726
Focused Wealth Management
New York
$8.98K
KC
727
Kenfarb & Co
Kentucky
$8.98K
MLA
728
MB, Levis & Associates
Pennsylvania
$8.98K
BAAM
729
Baker Avenue Asset Management
California
$8.35K
IHWM
730
Iron Horse Wealth Management
Iowa
$8.26K -$134K -1,600 -95%
GBT
731
Grove Bank & Trust
Florida
$8.26K
OP
732
ORG Partners
Indiana
$7.57K -$1.18K -14 -14%
BIA
733
Bell Investment Advisors
California
$6.55K +$672 +8 +12%
GEA
734
Glen Eagle Advisors
New Jersey
$6.1K
TFGT
735
TS Financial Group (TSFG)
Illinois
$6K
AGWCA
736
Annis Gardner Whiting Capital Advisors
Florida
$5.12K +$4.79K +57 New
SIC
737
SJS Investment Consulting
Ohio
$4.67K +$504 +6 +13%
UB
738
UMB Bank
Missouri
$4.58K
CAL
739
Capital Advisors Ltd
Ohio
$4K
RTL
740
Red Tortoise LLC
Georgia
$3.41K
RG
741
Retirement Group
California
$2.78K
SIS
742
Sound Income Strategies
Florida
$2.33K
CT
743
Clearstead Trust
Maine
$2.06K
CAM
744
ClariVest Asset Management
California
$2K
AW
745
Avion Wealth
Texas
$2K +$1.09K +13 +130%
GI
746
Gradient Investments
Minnesota
$1.89K
CTA
747
Colonial Trust Advisors
South Carolina
$1.79K -$420 -5 -20%
SSB
748
Sandy Spring Bank
Maryland
$1.62K +$1.51K +18 New
Bessemer Group
749
Bessemer Group
New Jersey
$1K +$925 +11 New
Kayne Anderson Rudnick Investment Management
750
Kayne Anderson Rudnick Investment Management
California
$987

APO Hedge Fund Activity: Q3 2023 in Review

758 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new APO positions and 44 closed out — a net gain of 74 holders — while 260 added to existing stakes and 247 trimmed.

The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 758 institutional investors held Apollo Global Management (APO) as of Q3 2023, up from 694 in Q2 2023.
  • Funds reported $28.7B of Apollo Global Management stock for Q3 2023, up 17% quarter-over-quarter.
  • 118 funds opened new Apollo Global Management positions in Q3 2023 and 44 closed out, a net change of +74 holders.
  • The largest Apollo Global Management buyer in Q3 2023 was Millennium Management, an estimated $160M added.
  • The largest Apollo Global Management seller in Q3 2023 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.