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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
VC
876
Vicus Capital
Pennsylvania
-$401K -4,467 Closed
DT
877
Diversified Trust
Tennessee
-$385K -4,291 Closed
PTC
878
Petrus Trust Company
Texas
-$299K -3,330 Closed
CGIM
879
Cannon Global Investment Management
Florida
-$296K -3,300 Closed
SP
880
Symmetry Partners
Connecticut
-$280K -3,117 Closed
WC
881
Wexford Capital
Florida
-$259K -2,887 Closed
DCM
882
Driehaus Capital Management
Illinois
-$237K -2,639 Closed
CCA
883
Cottonwood Capital Advisors
Utah
-$220K -2,452 Closed
FBB
884
Fulton Breakefield Broenniman
Maryland
-$219K -2,442 Closed
CCA
885
Childress Capital Advisors
Texas
-$219K -2,440 Closed
KPWS
886
Kestra Private Wealth Services
Texas
-$215K -2,394 Closed
XS
887
XR Securities
Illinois
-$212K -2,357 Closed
QP
888
Quilter Plc
United Kingdom
-$1.4M -1,400 Closed
RTC
889
Riverview Trust Company
Washington
-$36K -401 Closed
QL
890
Quarry LP
New York
-$34.5K -391 Closed
SCA
891
Stonebridge Capital Advisors
Minnesota
-$18.4K -205 Closed
AIM
892
Anchor Investment Management
South Carolina
-$18K -200 Closed
BAAM
893
Baker Avenue Asset Management
California
-$8.35K -93 Closed
TFGT
894
TS Financial Group (TSFG)
Illinois
-$6K -62 Closed
GJIA
895
Glass Jacobson Investment Advisors
Maryland
-$360 -4 Closed
CA
896
Crewe Advisors
Utah
-$270 -3 Closed
HDIM
897
Hanson & Doremus Investment Management
Vermont
+$353 +4 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.