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
AA
751
Ancora Advisors
Ohio
$28.9K
SVCP
752
Silicon Valley Capital Partners
California
$28.6K +$88 +1 +0.3%
TPCW
753
TD Private Client Wealth
New York
$28.1K -$303K -3,431 -92%
CWM
754
Compass Wealth Management
Connecticut
$28K
CWP
755
Concord Wealth Partners
Virginia
$28K
MMG
756
Monetary Management Group
Missouri
$28K
JPWM
757
Jamison Private Wealth Management
Georgia
$27.8K
RIM
758
Rakuten Investment Management
Japan
$26.9K +$25.2K +285 New
IFAM
759
Institutional & Family Asset Management
Colorado
$25.6K -$441 -5 -2%
AF
760
Advisornet Financial
Minnesota
$24.2K +$441 +5 +2%
SL
761
Salomon & Ludwin
Virginia
$23.6K
PIM
762
Plato Investment Management
Australia
$23.1K +$21.9K +248 New
RBC
763
Roble Belko & Company
Pennsylvania
$23K +$22.3K +252 New
BL
764
BFSG LLC
California
$21.4K +$20.3K +230 New
C
765
Covestor
United Kingdom
$21K -$4.5K -51 -18%
GWS
766
Glassman Wealth Services
Virginia
$21K +$88 +1 +0.4%
HI
767
Harbour Investments
Wisconsin
$21K +$4.06K +46 +26%
BAM
768
Byrne Asset Management
New Jersey
$21K -$4.42K -50 -18%
CT
769
Colonial Trust
South Carolina
$20.3K -$16.3K -185 -46%
EL
770
EMFO LLC
Florida
$19.1K
JWA
771
JFS Wealth Advisors
Pennsylvania
$17.7K +$2.47K +28 +17%
GAG
772
Goodman Advisory Group
Massachusetts
$17.1K +$16.2K +184 New
TCWA
773
Turtle Creek Wealth Advisors
Texas
$17K +$16.1K +182 New
FHA
774
First Horizon Advisors
Tennessee
$16.6K -$5.92K -67 -27%
HGERS
775
Householder Group Estate & Retirement Specialist
Arizona
$16K +$88 +1 +0.6%

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.