APO icon

Apollo Global Management
APO

Overview Fund Activity

885 hedge funds and large institutions have $37.4B invested in Apollo Global Management in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 341 increasing their positions, 266 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+49
Holders Change %
+5.86%
% of All Funds
12.83%
Holding in Top 10
36
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-25%
% of All Funds
0.52%
New
129
Increased
341
Reduced
266
Closed
69
Calls
$991M
Puts
$994M
Net Calls
-$3.72M
Net Calls Change
-$104M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$715M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
3
UBS AM
UBS AM
Illinois
$358M
4
Capital Research Global Investors
Capital Research Global Investors
California
$533M
5
MMH
Menora Mivtachim Holdings
Israel
$133M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$759M
2
Marshall Wace
Marshall Wace
United Kingdom
$61.6M
3
ClearBridge Investments
ClearBridge Investments
New York
$787M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$720M
5
Select Equity Group
Select Equity Group
New York
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
851
UMB Bank
Missouri
$5.74K – – –
AP
852
Aspect Partners
Virginia
$5.62K – – –
CTC
853
Central Trust Company
Missouri
$5.51K – – –
PCM
854
Penserra Capital Management
California
$5K – – –
CAL
855
Capital Advisors Ltd
Ohio
$5K +$532 +5 +12%
AW
856
Avion Wealth
Texas
$5K +$1.74K +15 +54%
WIA
857
Wetzel Investment Advisors
Indiana
$4.94K – – –
VAMG
858
Voisard Asset Management Group
Michigan
$4.84K – – –
RTL
859
Red Tortoise LLC
Georgia
$4.27K – – –
BCMLT
860
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.82K +$3.82K +34 New
RG
861
Retirement Group
California
$3.49K – – –
FGAM
862
Financial Gravity Asset Management
Texas
$2.72K +$2.72K +24 New
CT
863
Clearstead Trust
Maine
$2.59K – – –
GEA
864
Glen Eagle Advisors
New Jersey
$2.55K – – –
CQS
865
Credential Qtrade Securities
$2.47K +$2.47K +22 New
CTA
866
Colonial Trust Advisors
South Carolina
$2.25K – – –
RFG
867
RFP Financial Group
Georgia
$2.14K +$2.14K +19 New
MCM
868
MV Capital Management
Maryland
$2.03K +$1.13K +10 +125%
Kayne Anderson Rudnick Investment Management
869
Kayne Anderson Rudnick Investment Management
California
$2.02K -$112 -1 -5%
PCWA
870
Pacific Capital Wealth Advisors
California
$2.02K +$2.02K +18 New
S
871
Sachetta
Massachusetts
$1.77K – – –
RCM
872
Raleigh Capital Management
North Carolina
$1.69K +$562 +5 +50%
FSWA
873
Financial Synergies Wealth Advisors
Texas
$1.35K +$1.35K +12 New
VCM
874
Versant Capital Management
Arizona
$1.35K – – –
OP
875
ORG Partners
Indiana
$1.25K +$228 +2 +22%
33 34
35
36 37