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Apollo Global Management

892 hedge funds and large institutions have $38.3B invested in Apollo Global Management in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 344 increasing their positions, 267 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 69

29% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 267

20% more capital invested

Capital invested by funds: $31.8B → $38.3B (+$6.41B)

6% more funds holding

Funds holding: 842892 (+50)

0.28% less ownership

Funds ownership: 60.21%59.93% (-0.28%)

0% less call options, than puts

Call options by funds: $991M | Put options by funds: $994M

24% less funds holding in top 10

Funds holding in top 10: 4937 (-12)

Holders
892
Holders Change
+50
Holders Change %
+5.94%
% of All Funds
12.85%
Holding in Top 10
37
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24.49%
% of All Funds
0.53%
New
130
Increased
344
Reduced
267
Closed
69
Calls
$991M
Puts
$994M
Net Calls
-$3.72M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
726
Farther Finance Advisors
California
$220K -$9.81K -93 -5%
OTPPB
727
Ontario Teachers' Pension Plan Board
Ontario, Canada
$219K +$206K +1,948 New
ST
728
Smithfield Trust
Pennsylvania
$219K
RCA
729
Reitz Capital Advisors
Michigan
$218K
HWA
730
HCR Wealth Advisors
California
$218K +$204K +1,937 New
FOA
731
Five Oceans Advisors
California
$217K +$204K +1,933 New
FAIM
732
Financial Advocates Investment Management
Washington
$217K +$204K +1,929 New
AWA
733
Arkadios Wealth Advisors
Georgia
$215K +$202K +1,914 New
CWC
734
Carolinas Wealth Consulting
North Carolina
$214K +$159K +1,502 +371%
KI
735
Kapitalo Investimentos
Brazil
$213K +$188K +1,780 +1,589%
ACM
736
AlphaStar Capital Management
North Carolina
$213K +$200K +1,892 New
PA
737
PFG Advisors
Arizona
$212K +$199K +1,885 New
PS
738
Principal Securities
Iowa
$211K +$29.9K +283 +18%
KAM
739
Knightsbridge Asset Management
California
$211K
AT
740
Arlington Trust
Alabama
$210K
CA
741
Claro Advisors
Massachusetts
$210K +$197K +1,869 New
ECM
742
Engine Capital Management
New York
$210K
GT
743
Greenleaf Trust
Michigan
$207K +$194K +1,840 New
CCM
744
Coldstream Capital Management
Washington
$206K +$194K +1,835 New
GG
745
Greenwood Gearhart
Arkansas
$202K
PGA
746
Portland Global Advisors
Maine
$202K +$190K +1,800 New
QCG
747
Quadrant Capital Group
Ohio
$199K +$528 +5 +0.3%
HCM
748
Hollencrest Capital Management
California
$192K +$211 +2 +0.1%
OAM
749
Ostrum Asset Management
France
$189K
CF
750
Centaurus Financial
California
$181K -$158K -1,495 -48%

APO Hedge Fund Activity: Q1 2024 in Review

892 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2024, worth a combined $38.3B — up 20% from $31.8B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new APO positions and 69 closed out — a net gain of 61 holders — while 344 added to existing stakes and 267 trimmed.

The largest buyer was Franklin Resources, adding an estimated $627M. The largest seller was Morgan Stanley, cutting an estimated $736M.

  • 892 institutional investors held Apollo Global Management (APO) as of Q1 2024, up from 842 in Q4 2023.
  • Funds reported $38.3B of Apollo Global Management stock for Q1 2024, up 20% quarter-over-quarter.
  • 130 funds opened new Apollo Global Management positions in Q1 2024 and 69 closed out, a net change of +61 holders.
  • The largest Apollo Global Management buyer in Q1 2024 was Franklin Resources, an estimated $627M added.
  • The largest Apollo Global Management seller in Q1 2024 was Morgan Stanley, an estimated $736M sold.

Based on aggregated 13F filings for Q1 2024.