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Apollo Global Management
APO

Overview Fund Activity

836 hedge funds and large institutions have $31.1B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 292 increasing their positions, 262 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+83
Holders Change %
+11.02%
% of All Funds
12.26%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
146
Increased
292
Reduced
262
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$658M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$224M
3
Marshall Wace
Marshall Wace
United Kingdom
+$216M
4
Millennium Management
Millennium Management
New York
+$213M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$183M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$366M
2
BWA
Brave Warrior Advisors
New York
-$213M
3
Citadel Advisors
Citadel Advisors
Florida
-$193M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$102M
5
SOMRS
State of Michigan Retirement System
Michigan
-$97.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPWM
751
Jamison Private Wealth Management
Georgia
$27.8K – – –
RIM
752
Rakuten Investment Management
Japan
$26.9K +$26.9K +285 New
IFAM
753
Institutional & Family Asset Management
Colorado
$25.6K -$466 -5 -2%
AF
754
Advisornet Financial
Minnesota
$24.2K +$466 +5 +2%
SL
755
Salomon & Ludwin
Virginia
$23.6K – – –
PIM
756
Plato Investment Management
Australia
$23.1K +$23.1K +248 New
RBC
757
Roble Belko & Company
Pennsylvania
$23K +$23K +252 New
BL
758
BFSG LLC
California
$21.4K +$21.4K +230 New
C
759
Covestor
United Kingdom
$21K -$4.72K -51 -18%
GWS
760
Glassman Wealth Services
Virginia
$21K +$93 +1 +0.4%
HI
761
Harbour Investments
Wisconsin
$21K +$4.29K +46 +26%
BAM
762
Byrne Asset Management
New Jersey
$21K -$4.66K -50 -18%
CT
763
Colonial Trust
South Carolina
$20.3K -$17.4K -185 -46%
EL
764
EMFO LLC
Florida
$19.1K – – –
JWA
765
JFS Wealth Advisors
Pennsylvania
$17.7K +$2.61K +28 +17%
GAG
766
Goodman Advisory Group
Massachusetts
$17.1K +$17.1K +184 New
TCWA
767
Turtle Creek Wealth Advisors
Texas
$17K +$17K +182 New
FHA
768
First Horizon Advisors
Tennessee
$16.6K -$6.24K -67 -27%
HGERS
769
Householder Group Estate & Retirement Specialist
Arizona
$16K +$89 +1 +0.6%
CHA
770
Carmichael Hill & Associates
Maryland
$15.4K – – –
ZB
771
Zions Bancorporation
Utah
$15K – – –
TVAMP
772
Tennessee Valley Asset Management Partners
Tennessee
$13.8K +$13.8K +148 New
EC
773
EdgeRock Capital
Colorado
$13.3K +$13.3K +129 New
CG
774
Cutler Group
California
$13K -$52K -560 -80%
OPTFSNA
775
Old Point Trust & Financial Services N A
Virginia
$12.3K +$12.3K +132 New
29 30
31
32 33