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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
CHA
776
Carmichael Hill & Associates
Maryland
$15.4K
ZB
777
Zions Bancorporation
Utah
$15K
TVAMP
778
Tennessee Valley Asset Management Partners
Tennessee
$13.8K +$13.1K +148 New
EC
779
EdgeRock Capital
Colorado
$13.3K +$11.4K +129 New
CG
780
Cutler Group
California
$13K -$49.4K -560 -80%
OPTFSNA
781
Old Point Trust & Financial Services N A
Virginia
$12.3K +$11.7K +132 New
IGWM
782
ICA Group Wealth Management
Colorado
$11.9K +$11.3K +128 New
AFS
783
Annapolis Financial Services
Maryland
$11.6K
TFM
784
TFC Financial Management
Massachusetts
$11.6K
KI
785
Kapitalo Investimentos
Brazil
$10.4K -$93.1K -1,054 -90%
AIC
786
Archer Investment Corporation
Indiana
$10.4K
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$10.3K +$265 +3 +3%
TFIPS
788
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.3K +$9.71K +110 New
TCM
789
TD Capital Management
Tennessee
$9.69K
CAS
790
Coppell Advisory Solutions
Texas
$9.32K -$10.1K -114 -53%
FWM
791
Focused Wealth Management
New York
$9.32K
MLA
792
MB, Levis & Associates
Pennsylvania
$9.32K
FBC
793
Fairfield, Bush & Co
Connecticut
$9.32K +$8.83K +100 New
FFO
794
Fortitude Family Office
Arizona
$9.04K +$8.56K +97 New
AA
795
AlphaMark Advisors
Kentucky
$9K
Loomis, Sayles & Company
796
Loomis, Sayles & Company
Massachusetts
$9K +$8.56K +97 New
DPW
797
DiNuzzo Private Wealth
Pennsylvania
$8.85K +$8.39K +95 New
VAG
798
VisionPoint Advisory Group
Texas
$8.85K +$8.39K +95 New
GBT
799
Grove Bank & Trust
Florida
$8.57K
TAM
800
Tucker Asset Management
Colorado
$6.71K +$6.36K +72 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.