We are live on ! Find out more
APO icon

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
TC
726
Truvestments Capital
Florida
$58.9K +$265 +3 +0.5%
CFGS
727
Concourse Financial Group Securities
Alabama
$58.1K +$441 +5 +0.8%
MSG
728
Main Street Group
Virginia
$56.2K +$53K +600 New
TWM
729
Tradition Wealth Management
Minnesota
$52K +$265 +3 +0.5%
GI
730
GAMMA Investing
California
$49.6K +$43.6K +494 New
JWM
731
Janiczek Wealth Management
Colorado
$47.4K +$88 +1 +0.2%
OCM
732
Orion Capital Management
California
$46.6K
WBC
733
Westpac Banking Corp
Australia
$46.6K
SS
734
Sunbelt Securities
Texas
$45.1K
CA
735
Clearstead Advisors
Ohio
$44.5K -$42.1K -477 -50%
HCP
736
Hexagon Capital Partners
Arkansas
$44.4K +$2.47K +28 +6%
WTA
737
Washington Trust Advisors
Massachusetts
$43.1K +$353 +4 +0.9%
CSWM
738
Cassady Schiller Wealth Management
Ohio
$42.5K
ME
739
McIlrath & Eck
Washington
$42.3K
HMS
740
Hanseatic Management Services
New Mexico
$41.6K +$618 +7 +2%
HBW
741
Hazlett, Burt & Watson
West Virginia
$41K
CWC
742
Carolinas Wealth Consulting
North Carolina
$37.7K +$35.8K +405 New
EWA
743
EverSource Wealth Advisors
Alabama
$37.6K -$10.8K -122 -23%
HNB
744
Huntington National Bank
Ohio
$36.8K +$6.8K +77 +24%
AF
745
Allworth Financial
California
$33.9K -$12.1K -137 -27%
CFO
746
CVA Family Office
Colorado
$33.9K +$32.1K +364 New
TWD
747
True Wealth Design
Ohio
$33.1K +$31.3K +355 New
BTI
748
Blue Trust Inc
Georgia
$33K +$19.5K +221 +151%
DCP
749
DSM Capital Partners
Florida
$31.1K +$29.5K +334 New
SWM
750
Sugarloaf Wealth Management
Georgia
$30.8K +$29.1K +330 New

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.