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Apollo Global Management

140 hedge funds and large institutions have $2.77B invested in Apollo Global Management in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 28

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4.41% more ownership

Funds ownership: 65.62%70.03% (+4.4%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 140140 (0)

5% less call options, than puts

Call options by funds: $41.5M | Put options by funds: $43.7M

8% less capital invested

Capital invested by funds: $3B → $2.77B (-$229M)

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
4.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
32
Increased
56
Reduced
28
Closed
31
Calls
$41.5M
Puts
$43.7M
Net Calls
-$2.23M
Net Calls Change
+$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
76
Neuberger Berman Group
New York
$1.32M -$229K -8,420 -15%
TH
77
Timber Hill
Connecticut
$1.26M +$1.24M +45,554 New
SM
78
Senvest Management
New York
$1.25M
WA
79
Whitebox Advisors
Minnesota
$1.22M
O
80
OppenheimerFunds
New York
$1.21M +$1.18M +43,514 New
GCP
81
GSA Capital Partners
United Kingdom
$1.15M +$919K +33,817 +436%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$1.15M +$106K +3,917 +10%
Two Sigma Advisers
83
Two Sigma Advisers
New York
$1.07M -$3.5M -128,865 -77%
IMS
84
Index Management Solutions
Pennsylvania
$956K +$173K +6,359 +23%
NIMC
85
NWQ Investment Management Company
California
$930K +$912K +33,550 New
DnB Asset Management
86
DnB Asset Management
Norway
$895K +$878K +32,300 New
ACH
87
ArrowMark Colorado Holdings
Colorado
$877K +$154K +5,650 +22%
MCM
88
McKinley Capital Management
Alaska
$779K -$245K -9,013 -24%
SI
89
Standard Investments
New York
$762K +$747K +27,488 New
PCM
90
Prelude Capital Management
New York
$723K +$262K +9,652 +59%
APCM
91
Arbiter Partners Capital Management
New York
$693K
MDSL
92
M.D. Sass LLC
New York
$688K +$415K +15,274 +160%
DADC
93
D.A. Davidson & Co
Montana
$580K +$47.6K +1,750 +9%
B
94
Baird
Wisconsin
$571K +$19.4K +713 +4%
KKRC
95
Kohlberg Kravis Roberts & Co
New York
$554K +$543K +20,000 New
RJA
96
Raymond James & Associates
Florida
$552K +$79.3K +2,920 +17%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$541K +$530K +19,522 New
QT
98
Quantbot Technologies
New York
$507K +$498K +18,324 New
AA
99
ALPS Advisors
Colorado
$500K +$12.7K +468 +3%
RFC
100
Russell Frank Company
Washington
$445K -$808K -29,744 -65%

APO Hedge Fund Activity: Q2 2014 in Review

140 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q2 2014, worth a combined $2.77B — down 7.6% from $3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new APO positions and 31 closed out — a net gain of 1 holder — while 56 added to existing stakes and 28 trimmed.

The largest buyer was Credit Suisse, adding an estimated $168M. The largest seller was Waddell & Reed Financial, cutting an estimated $138M.

  • 140 institutional investors held Apollo Global Management (APO) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $2.77B of Apollo Global Management stock for Q2 2014, down 7.6% quarter-over-quarter.
  • 32 funds opened new Apollo Global Management positions in Q2 2014 and 31 closed out, a net change of +1 holder.
  • The largest Apollo Global Management buyer in Q2 2014 was Credit Suisse, an estimated $168M added.
  • The largest Apollo Global Management seller in Q2 2014 was Waddell & Reed Financial, an estimated $138M sold.

Based on aggregated 13F filings for Q2 2014.