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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
Jones Financial Companies
751
Jones Financial Companies
Missouri
$808 +$757 +9 New
DFA
752
DHJJ Financial Advisors
Illinois
$719 +$672 +8 New
LWANC
753
Laurel Wealth Advisors (North Carolina)
North Carolina
$629 +$588 +7 New
TWP
754
TFO Wealth Partners
Ohio
$461
Fifth Third Bancorp
755
Fifth Third Bancorp
Ohio
$449 -$672 -8 -62%
GJIA
756
Glass Jacobson Investment Advisors
Maryland
$360 -$504 -6 -60%
VCM
757
Versant Capital Management
Arizona
$359
CA
758
Crewe Advisors
Utah
$270
MHR
759
Matthew Hamilton Rosenberg
$269
HRCM
760
Hawk Ridge Capital Management
California
-$32.3M -420,428 Closed
LP
761
LMR Partners
United Kingdom
-$20M -260,000 Closed
IGM
762
Incline Global Management
New York
-$17.5M -227,371 Closed
CS
763
Clear Street
New York
-$11.5M -150,100 Closed
CCM
764
Cobalt Capital Management
New Jersey
-$7.01M -91,313 Closed
BC
765
Brookfield Corp
Ontario, Canada
-$6.09M -79,351 Closed
AC
766
Amitell Capital
Singapore
-$5.79M -75,357 Closed
AAP
767
Ardsley Advisory Partners
Connecticut
-$5.38M -70,000 Closed
VAS
768
Vestmark Advisory Solutions
Massachusetts
-$2.08M -27,101 Closed
Simplex Trading
769
Simplex Trading
Illinois
-$2.26M -26,887 Closed
GCP
770
GSA Capital Partners
United Kingdom
-$1.56M -20,284 Closed
MAM
771
Mark Asset Management
New York
-$1.54M -20,000 Closed
AIM
772
Aigen Investment Management
New York
-$1.51M -19,713 Closed
PP
773
Paloma Partners
Connecticut
-$1.3M -16,946 Closed
XT
774
XTX Topco
Cayman Islands
-$1.15M -14,912 Closed
HS
775
HighVista Strategies
Massachusetts
-$958K -12,466 Closed

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.