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Apollo Global Management
APO

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: 758 → 842 (+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: 45 → 49 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$623M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$212M
3
Marshall Wace
Marshall Wace
United Kingdom
+$205M
4
Millennium Management
Millennium Management
New York
+$202M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$173M

Top Sellers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
-$366M
2
BWA
Brave Warrior Advisors
New York
-$202M
3
Citadel Advisors
Citadel Advisors
Florida
-$183M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$97M
5
SOMRS
State of Michigan Retirement System
Michigan
-$92.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
826
Sachetta
Massachusetts
$1.77K +$1.68K +19 New
SSB
827
Sandy Spring Bank
Maryland
$1.68K – – –
SAM
828
Smartleaf Asset Management
Massachusetts
$1.41K +$1.32K +15 New
AIMA
829
Ables Iannone Moore & Associates
Georgia
$1.3K +$1.24K +14 New
Jones Financial Companies
830
Jones Financial Companies
Missouri
$1.12K +$265 +3 +33%
VCM
831
Versant Capital Management
Arizona
$1.12K +$706 +8 +200%
WCM
832
Winthrop Capital Management
Indiana
$1.12K +$1.06K +12 New
GWM
833
Geneos Wealth Management
Colorado
$1.02K +$971 +11 New
Bessemer Group
834
Bessemer Group
New Jersey
$1K – – –
RCM
835
Raleigh Capital Management
North Carolina
$932 +$883 +10 New
OP
836
ORG Partners
Indiana
$838 -$6.62K -75 -89%
DFA
837
DHJJ Financial Advisors
Illinois
$746 – – –
MCM
838
MV Capital Management
Maryland
$746 +$706 +8 New
LWANC
839
Laurel Wealth Advisors (North Carolina)
North Carolina
$653 – – –
TWP
840
TFO Wealth Partners
Ohio
$559 – – –
Fifth Third Bancorp
841
Fifth Third Bancorp
Ohio
$466 – – –
MHR
842
Matthew Hamilton Rosenberg
$280 – – –
DWM
843
Dogwood Wealth Management
Kansas
$10 – – –
EIG
844
EdgePoint Investment Group
Ontario, Canada
– -$366M -4,076,837 Closed
SC
845
Samlyn Capital
New York
– -$69M -769,151 Closed
Holocene Advisors
846
Holocene Advisors
New York
– -$68.9M -767,664 Closed
JCM
847
Junto Capital Management
New York
– -$27.7M -308,825 Closed
GC
848
Gillson Capital
Illinois
– -$22.6M -252,117 Closed
CF
849
Cantor Fitzgerald
New York
– -$17.8M -197,837 Closed
Hudson Bay Capital Management
850
Hudson Bay Capital Management
Connecticut
– -$13.5M -150,000 Closed
32 33
34
35 36

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.