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Apollo Global Management

440 hedge funds and large institutions have $8.61B invested in Apollo Global Management in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 156 increasing their positions, 111 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

41% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 111

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

10% more funds holding

Funds holding: 399440 (+41)

5.06% more ownership

Funds ownership: 73.88%78.95% (+5.1%)

4% more capital invested

Capital invested by funds: $8.29B → $8.61B (+$322M)

20% less call options, than puts

Call options by funds: $139M | Put options by funds: $173M

Holders
440
Holders Change
+41
Holders Change %
+10.28%
% of All Funds
7.73%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
96
Increased
156
Reduced
111
Closed
49
Calls
$139M
Puts
$173M
Net Calls
-$33.7M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NLGIA
76
Nippon Life Global Investors Americas
New York
$13.4M -$1.03M -21,250 -7%
WJWM
77
Williams Jones Wealth Management
New York
$13.3M +$4.02M +82,674 +41%
PCM
78
Prana Capital Management
Connecticut
$13.2M +$10M +206,141 +273%
SSA
79
Schonfeld Strategic Advisors
New York
$13M -$170K -3,500 -1%
Brown Advisory
80
Brown Advisory
Maryland
$12.7M
LHC
81
Lodge Hill Capital
New York
$12.6M +$13M +267,968 New
MVP
82
Miller Value Partners
Florida
$12M +$461K +9,485 +4%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$12M +$890K +18,287 +8%
KCM
84
Kingdon Capital Management
New York
$11.8M +$12.2M +250,000 New
RA
85
RiverPark Advisors
New York
$11.2M -$1.71M -35,130 -13%
Stifel Financial
86
Stifel Financial
Missouri
$10.9M +$3.82M +78,593 +51%
Victory Capital Management
87
Victory Capital Management
Texas
$10.4M +$10.8M +221,735 New
NIG
88
NFJ Investment Group
Texas
$10.4M +$10.7M +220,454 New
LCM
89
Laurion Capital Management
New York
$10.2M +$10.6M +217,778 New
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$9.45M +$234K +4,800 +2%
GC
91
Gillson Capital
Illinois
$9.15M -$5.07M -104,305 -35%
MCM
92
Moore Capital Management
New York
$9.08M +$6.4M +131,484 +213%
Aberdeen Group
93
Aberdeen Group
United Kingdom
$8.7M +$1.83M +37,654 +26%
BIM
94
Bridgecreek Investment Management
Oklahoma
$8.28M +$25.5K +525 +0.3%
JP Morgan Chase
95
JP Morgan Chase
New York
$8.2M -$16.9M -346,791 -67%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$8.19M -$403K -8,283 -5%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$7.97M -$3.07M -63,000 -27%
CWP
98
Curated Wealth Partners
California
$7.88M +$146K +3,000 +2%
KI
99
Kapitalo Investimentos
Brazil
$7.59M +$7.85M +161,440 New
TM
100
Tiger Management
New York
$7.36M

APO Hedge Fund Activity: Q1 2021 in Review

440 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2021, worth a combined $8.61B — up 3.9% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new APO positions and 49 closed out — a net gain of 47 holders — while 156 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $201M.

  • 440 institutional investors held Apollo Global Management (APO) as of Q1 2021, up from 399 in Q4 2020.
  • Funds reported $8.61B of Apollo Global Management stock for Q1 2021, up 3.9% quarter-over-quarter.
  • 96 funds opened new Apollo Global Management positions in Q1 2021 and 49 closed out, a net change of +47 holders.
  • The largest Apollo Global Management buyer in Q1 2021 was Charles Schwab, an estimated $80.5M added.
  • The largest Apollo Global Management seller in Q1 2021 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2021.