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Apollo Global Management
APO

202 hedge funds and large institutions have $3.78B invested in Apollo Global Management in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $3.24B → $3.78B (+$541M)

10% more funds holding

Funds holding: 183 → 202 (+19)

3.46% more ownership

Funds ownership: 71.28% → 74.74% (+3.5%)

8% more call options, than puts

Call options by funds: $48.4M | Put options by funds: $44.7M

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 63

Holders
202
Holders Change
+19
Holders Change %
+10.38%
% of All Funds
5.04%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
36
Increased
63
Reduced
63
Closed
17
Calls
$48.4M
Puts
$44.7M
Net Calls
+$3.69M
Net Calls Change
-$16.6M

Top Buyers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
+$254M
2
GC
GMT Capital
Georgia
+$78.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$45.5M
5
Capital World Investors
Capital World Investors
California
+$28.8M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$76.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$31M
3
Morgan Stanley
Morgan Stanley
New York
-$23.2M
4
HCM
Highfields Capital Management
Massachusetts
-$22.6M
5
Citigroup
Citigroup
New York
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
76
Catalyst Capital Advisors
New York
$1.82M – – –
Arrowstreet Capital
77
Arrowstreet Capital
Massachusetts
$1.81M +$1.82M +68,423 New
GC
78
Globeflex Capital
California
$1.77M +$898K +33,721 +102%
RJA
79
Raymond James & Associates
Florida
$1.75M +$419K +15,721 +31%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$1.73M +$1.71M +64,114 +4,656%
CAM
81
Chesapeake Asset Management
New York
$1.69M +$914K +34,317 +115%
LPL Financial
82
LPL Financial
California
$1.63M +$186K +6,971 +13%
VKH
83
Virtu KCG Holdings
New York
$1.59M +$1.6M +60,220 New
O
84
OppenheimerFunds
New York
$1.45M – – –
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$1.42M -$500K -18,760 -26%
NEI
86
Northwest & Ethical Investments
Ontario, Canada
$1.37M – – –
WA
87
WESPAC Advisors
California
$1.35M +$578K +21,691 +74%
IECM
88
Intrinsic Edge Capital Management
Illinois
$1.32M – – –
SPC
89
Sigma Planning Corp
Michigan
$1.3M +$194K +7,286 +17%
BI
90
Bramshill Investments
Florida
$1.3M +$1.31M +49,034 New
LMIM
91
Lockheed Martin Investment Management
Maryland
$1.27M +$1.28M +48,000 New
UCFA
92
United Capital Financial Advisors
Texas
$1.23M +$1.24M +46,626 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$1.19M +$101K +3,780 +9%
JG
94
Jefferies Group
New York
$1.18M +$1.19M +44,742 New
SCM
95
SOL Capital Management
Maryland
$1.17M +$16K +600 +1%
PMAM
96
Picton Mahoney Asset Management
Ontario, Canada
$1.11M +$1.12M +41,900 New
CAM
97
Cacti Asset Management
Georgia
$1.08M – – –
EWM
98
Evercore Wealth Management
New York
$1.01M -$76.8K -2,885 -7%
SWM
99
Segment Wealth Management
Texas
$1.01M +$449K +16,850 +79%
KFA
100
Kelleher Financial Advisors
New York
$1M – – –
2 3
4
5 6

APO Hedge Fund Activity: Q2 2017 in Review

202 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q2 2017, worth a combined $3.78B — up 17% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APO positions and 17 closed out — a net gain of 19 holders — while 63 added to existing stakes and 63 trimmed.

The largest buyer was Tiger Global Management, adding an estimated $254M. The largest seller was UBS Group, cutting an estimated $76.1M.

  • 202 institutional investors held Apollo Global Management (APO) as of Q2 2017, up from 183 in Q1 2017.
  • Funds reported $3.78B of Apollo Global Management stock for Q2 2017, up 17% quarter-over-quarter.
  • 36 funds opened new Apollo Global Management positions in Q2 2017 and 17 closed out, a net change of +19 holders.
  • The largest Apollo Global Management buyer in Q2 2017 was Tiger Global Management, an estimated $254M added.
  • The largest Apollo Global Management seller in Q2 2017 was UBS Group, an estimated $76.1M sold.

Based on aggregated 13F filings for Q2 2017.