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Apollo Global Management

159 hedge funds and large institutions have $2.12B invested in Apollo Global Management in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 44

3% more funds holding

Funds holding: 154159 (+5)

4% more capital invested

Capital invested by funds: $2.03B → $2.12B (+$91.1M)

3% more call options, than puts

Call options by funds: $30M | Put options by funds: $29.2M

3.26% less ownership

Funds ownership: 64.9%61.65% (-3.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
30
Increased
52
Reduced
44
Closed
23
Calls
$30M
Puts
$29.2M
Net Calls
+$764K
Net Calls Change
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$830K +$361K +19,128 +81%
LPL Financial
77
LPL Financial
California
$823K +$209K +11,090 +36%
HIM
78
Hillsdale Investment Management
Ontario, Canada
$819K +$799K +42,300 New
SCM
79
SOL Capital Management
Maryland
$805K -$187K -9,900 -19%
GS
80
GAM Systematic
United Kingdom
$805K -$56.4K -2,987 -7%
CAM
81
Cacti Asset Management
Georgia
$794K
KFA
82
Kelleher Financial Advisors
New York
$774K +$755K +40,000 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$753K +$26.4K +1,400 +4%
Group One Trading
84
Group One Trading
Illinois
$729K -$1.46M -77,320 -67%
ST
85
Spot Trading
Illinois
$667K +$431K +22,821 +196%
Stifel Financial
86
Stifel Financial
Missouri
$662K +$429K +22,723 +199%
Wolverine Trading
87
Wolverine Trading
Illinois
$586K -$362K -19,172 -39%
CF
88
CNA Financial
Illinois
$574K -$264K -14,000 -32%
PWM
89
Perigon Wealth Management
California
$570K -$255K -13,505 -35%
OC
90
Oppenheimer & Co
New York
$563K -$65.2K -3,450 -11%
CI
91
Conning Inc
Connecticut
$504K
SPC
92
Sigma Planning Corp
Michigan
$502K -$88.5K -4,688 -15%
KS
93
Karpas Strategies
Connecticut
$484K
AG
94
Advisor Group
Arizona
$470K +$77.1K +4,082 +20%
HPBT
95
High Point Bank & Trust
North Carolina
$465K +$453K +24,000 New
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$463K -$12.6K -669 -3%
QC
97
Quadrature Capital
United Kingdom
$448K +$437K +23,162 New
AA
98
ALPS Advisors
Colorado
$438K +$4.04K +214 +1%
KA
99
Kovack Advisors
Florida
$437K +$812 +43 +0.2%
BRWA
100
B. Riley Wealth Advisors
Florida
$435K -$378 -20 -0.1%

APO Hedge Fund Activity: Q4 2016 in Review

159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2016, worth a combined $2.12B — up 4.5% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new APO positions and 23 closed out — a net gain of 7 holders — while 52 added to existing stakes and 44 trimmed.

The largest buyer was McKinley Capital Management, adding an estimated $22.9M. The largest seller was GMT Capital, cutting an estimated $93.1M.

  • 159 institutional investors held Apollo Global Management (APO) as of Q4 2016, up from 154 in Q3 2016.
  • Funds reported $2.12B of Apollo Global Management stock for Q4 2016, up 4.5% quarter-over-quarter.
  • 30 funds opened new Apollo Global Management positions in Q4 2016 and 23 closed out, a net change of +7 holders.
  • The largest Apollo Global Management buyer in Q4 2016 was McKinley Capital Management, an estimated $22.9M added.
  • The largest Apollo Global Management seller in Q4 2016 was GMT Capital, an estimated $93.1M sold.

Based on aggregated 13F filings for Q4 2016.