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Apollo Global Management

399 hedge funds and large institutions have $8.29B invested in Apollo Global Management in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 152 increasing their positions, 108 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 45

41% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 108

12% more capital invested

Capital invested by funds: $7.43B → $8.29B (+$861M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 374399 (+25)

1.44% more ownership

Funds ownership: 72.44%73.88% (+1.4%)

43% less call options, than puts

Call options by funds: $91.6M | Put options by funds: $160M

Holders
399
Holders Change
+25
Holders Change %
+6.68%
% of All Funds
7.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
74
Increased
152
Reduced
108
Closed
45
Calls
$91.6M
Puts
$160M
Net Calls
-$68.3M
Net Calls Change
-$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
76
Steamboat Capital Partners
New York
$10.9M -$8.97M -201,000 -48%
GI
77
Gradient Investments
Minnesota
$10.2M -$150K -3,362 -1%
WJWM
78
Williams Jones Wealth Management
New York
$9.8M +$871K +19,518 +11%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$9.61M +$46.9K +1,051 +0.5%
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$9.15M +$7.51M +168,300 +910%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$8.94M +$1.9M +42,637 +30%
BIM
82
Bridgecreek Investment Management
Oklahoma
$8.6M +$210K +4,700 +3%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$8.51M +$1.78M +39,965 +30%
CWP
84
Curated Wealth Partners
California
$8.07M +$7.35M +164,723 New
Marshall Wace
85
Marshall Wace
United Kingdom
$8.06M +$7.35M +164,622 New
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$8.06M +$73K +1,635 +1%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$7.7M +$278K +6,236 +4%
TM
88
Tiger Management
New York
$7.67M
Stifel Financial
89
Stifel Financial
Missouri
$7.51M -$858K -19,213 -11%
Aberdeen Group
90
Aberdeen Group
United Kingdom
$7.21M +$4.8M +107,454 +270%
Skandinaviska Enskilda Banken (SEB)
91
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.8M +$663K +14,861 +12%
SI
92
Stephens Inc
Arkansas
$6.49M -$276K -6,192 -4%
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$6.44M -$521K -11,664 -8%
TLCM
94
Tiger Legatus Capital Management
New York
$6.21M +$750K +16,800 +15%
TC
95
TAP Consulting
Missouri
$6.21M +$1.08M +24,255 +24%
MLIC
96
Mandatum Life Insurance Company
Finland
$5.98M
CCM
97
Callodine Capital Management
Massachusetts
$5.98M +$1.76M +39,500 +48%
ACH
98
ArrowMark Colorado Holdings
Colorado
$5.72M
RCM
99
Riverpark Capital Management
New York
$5.68M +$310K +6,935 +6%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$5.18M -$223K -4,987 -5%

APO Hedge Fund Activity: Q4 2020 in Review

399 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2020, worth a combined $8.29B — up 12% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new APO positions and 45 closed out — a net gain of 29 holders — while 152 added to existing stakes and 108 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $48.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $54.2M.

  • 399 institutional investors held Apollo Global Management (APO) as of Q4 2020, up from 374 in Q3 2020.
  • Funds reported $8.29B of Apollo Global Management stock for Q4 2020, up 12% quarter-over-quarter.
  • 74 funds opened new Apollo Global Management positions in Q4 2020 and 45 closed out, a net change of +29 holders.
  • The largest Apollo Global Management buyer in Q4 2020 was AllianceBernstein, an estimated $48.4M added.
  • The largest Apollo Global Management seller in Q4 2020 was Massachusetts Financial Services, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2020.