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Apollo Global Management
APO

221 hedge funds and large institutions have $4.73B invested in Apollo Global Management in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $120M | Put options by funds: $27.7M

81% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 26

12% more capital invested

Capital invested by funds: $4.21B → $4.73B (+$514M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

8% more funds holding

Funds holding: 204 → 221 (+17)

1.1% more ownership

Funds ownership: 72.34% → 73.44% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 62

Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
5.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
47
Increased
62
Reduced
62
Closed
26
Calls
$120M
Puts
$27.7M
Net Calls
+$92M
Net Calls Change
+$28.9M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$75.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
3
Morgan Stanley
Morgan Stanley
New York
+$19.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$13.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
MP
MSD Partners
New York
-$67.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$39.3M
3
IG
ING Group
Netherlands
-$19.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$16.9M
5
HCM
Highfields Capital Management
Massachusetts
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
QOP
76
Quinn Opportunity Partners
Virginia
$2.51M – – –
POIA
77
Pin Oak Investment Advisors
Texas
$2.48M +$2.32M +74,145 New
NAP
78
New Amsterdam Partners
New York
$2.46M -$27K -863 -1%
GH
79
GAM Holding
Switzerland
$2.33M +$2.19M +69,731 New
ANI
80
American National Insurance
Texas
$2.26M – – –
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$2.15M +$319K +10,172 +19%
EMG
82
ETF Managers Group
New Jersey
$2.05M +$1.91M +60,944 New
HSBC Holdings
83
HSBC Holdings
United Kingdom
$2M +$1.15M +36,667 +158%
CBA
84
Coastal Bridge Advisors
Connecticut
$1.95M +$190K +6,066 +12%
SWM
85
Segment Wealth Management
Texas
$1.84M -$28.2K -900 -2%
O
86
OppenheimerFunds
New York
$1.84M – – –
SC
87
Slow Capital
California
$1.82M +$1.7M +54,372 New
BI
88
Bramshill Investments
Florida
$1.8M +$1.69M +53,850 New
LMIM
89
Lockheed Martin Investment Management
Maryland
$1.74M – – –
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$1.71M +$283K +9,024 +21%
IECM
91
Intrinsic Edge Capital Management
Illinois
$1.67M – – –
SPC
92
Sigma Planning Corp
Michigan
$1.67M +$23.7K +755 +2%
GC
93
Guggenheim Capital
Illinois
$1.64M +$166K +5,305 +12%
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$1.63M +$12.6K +402 +0.8%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$1.63M +$47.3K +1,510 +3%
BlackRock
96
BlackRock
New York
$1.61M +$1.51M +48,185 New
NEI
97
Northwest & Ethical Investments
Ontario, Canada
$1.6M -$128K -4,100 -8%
PAG
98
Private Advisor Group
New Jersey
$1.58M -$1.49M -47,536 -51%
PFS
99
Prospera Financial Services
Texas
$1.54M -$5.33K -170 -0.4%
PPA
100
Parametric Portfolio Associates
Washington
$1.51M +$1.42M +45,237 New
2 3
4
5 6

APO Hedge Fund Activity: Q4 2017 in Review

221 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2017, worth a combined $4.73B — up 12% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new APO positions and 26 closed out — a net gain of 21 holders — while 62 added to existing stakes and 62 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $75.3M. The largest seller was MSD Partners, exiting entirely with an estimated $67.3M sold.

  • 221 institutional investors held Apollo Global Management (APO) as of Q4 2017, up from 204 in Q3 2017.
  • Funds reported $4.73B of Apollo Global Management stock for Q4 2017, up 12% quarter-over-quarter.
  • 47 funds opened new Apollo Global Management positions in Q4 2017 and 26 closed out, a net change of +21 holders.
  • The largest Apollo Global Management buyer in Q4 2017 was Massachusetts Financial Services, an estimated $75.3M added.
  • The largest Apollo Global Management seller in Q4 2017 was MSD Partners, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2017.