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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
BIA
801
Bell Investment Advisors
California
$5.96K -$795 -9 -12%
AFWM
802
Abich Financial Wealth Management
Virginia
$5.96K +$5.65K +64 New
AGWCA
803
Annis Gardner Whiting Capital Advisors
Florida
$5.31K
NFSG
804
Newbridge Financial Services Group
Florida
$4.85K -$27.2K -308 -86%
SIC
805
SJS Investment Consulting
Ohio
$4.75K -$88 -1 -2%
UB
806
UMB Bank
Missouri
$4.75K
AP
807
Aspect Partners
Virginia
$4.66K +$4.42K +50 New
CTC
808
Central Trust Company
Missouri
$4.57K +$4.33K +49 New
BGAI
809
Bruce G. Allen Investments
Colorado
$4.19K +$3.97K +45 New
VAMG
810
Voisard Asset Management Group
Michigan
$4.01K +$3.8K +43 New
JSAM
811
J. Safra Asset Management
New York
$4.01K +$3.8K +43 New
PCM
812
Penserra Capital Management
California
$4K -$2.99M -33,849 -100%
CAL
813
Capital Advisors Ltd
Ohio
$4K
WIA
814
Wetzel Investment Advisors
Indiana
$4K +$4.06K +46 New
RTL
815
Red Tortoise LLC
Georgia
$3.54K
AW
816
Avion Wealth
Texas
$3K +$441 +5 +22%
RG
817
Retirement Group
California
$2.89K
CAM
818
ClariVest Asset Management
California
$2.52K
CT
819
Clearstead Trust
Maine
$2.14K
GEA
820
Glen Eagle Advisors
New Jersey
$2.11K -$3.97K -45 -66%
GI
821
Gradient Investments
Minnesota
$1.96K
LF
822
Lee Financial
Texas
$1.96K +$1.85K +21 New
RFG
823
REAP Financial Group
Texas
$1.88K +$1.77K +20 New
CTA
824
Colonial Trust Advisors
South Carolina
$1.86K
Kayne Anderson Rudnick Investment Management
825
Kayne Anderson Rudnick Investment Management
California
$1.77K +$706 +8 +73%

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.