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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
EG
76
Enstar Group
Bermuda
$37.1M
Assenagon Asset Management
77
Assenagon Asset Management
Luxembourg
$36.7M +$25.4M +379,796 +188%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$35.1M +$1.96M +29,330 +6%
VDI
79
Vaughan David Investments
Illinois
$34.1M -$158K -2,360 -0.4%
LCP
80
LGT Capital Partners
Switzerland
$34.1M +$3.46M +51,600 +11%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$32.8M +$16.3M +244,030 +89%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$31.8M +$488K +7,289 +1%
Barclays
83
Barclays
United Kingdom
$31.3M -$3.86M -57,579 -10%
RC
84
RDST Capital
Washington
$30.7M +$682K +10,190 +2%
TG
85
TCW Group
California
$30.6M +$5.68M +84,791 +21%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$29.3M +$1.35M +20,220 +5%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$28.9M +$1.42M +21,270 +5%
WJWM
88
Williams Jones Wealth Management
New York
$28.5M +$8.32M +124,184 +38%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$28.4M -$11.9M -177,089 -28%
Fidelity International
90
Fidelity International
Bermuda
$28.3M -$30.9M -462,142 -51%
NI
91
NFC Investments
Tennessee
$26.4M -$12.4M -185,449 -31%
Brown Advisory
92
Brown Advisory
Maryland
$24.4M -$206K -3,075 -0.8%
BCM
93
Basswood Capital Management
New York
$23.8M +$1.42M +21,203 +6%
CPC
94
Cookson Peirce & Co
Pennsylvania
$22.9M +$24.3M +363,050 New
First Trust Advisors
95
First Trust Advisors
Illinois
$21.4M +$21.8M +325,676 +2,401%
LHC
96
Lodge Hill Capital
New York
$21.3M +$8.04M +120,000 +55%
NRCM
97
Northern Right Capital Management
Connecticut
$20.4M -$760K -11,346 -3%
Stifel Financial
98
Stifel Financial
Missouri
$19.8M +$189K +2,820 +0.9%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$18.9M -$3.97M -59,221 -17%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$18.6M +$11.7M +174,371 +144%

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.