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Apollo Global Management

694 hedge funds and large institutions have $24.5B invested in Apollo Global Management in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 213 increasing their positions, 241 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

48% more call options, than puts

Call options by funds: $429M | Put options by funds: $289M

25% more capital invested

Capital invested by funds: $19.6B → $24.5B (+$4.87B)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

6% more funds holding

Funds holding: 655694 (+39)

1.81% more ownership

Funds ownership: 54.45%56.26% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 241

Holders
694
Holders Change
+39
Holders Change %
+5.95%
% of All Funds
10.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.64%
New
109
Increased
213
Reduced
241
Closed
66
Calls
$429M
Puts
$289M
Net Calls
+$140M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$43.9M -$9.52M -142,369 -20%
VDI
77
Vaughan David Investments
Illinois
$41.9M +$385K +5,755 +1%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$41.8M +$1.74M +26,087 +5%
National Pension Service
79
National Pension Service
South Korea
$41.3M +$36.4M +544,382 New
AGP
80
Akaris Global Partners
New York
$41.1M -$9.7M -145,024 -21%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$39.9M +$1.14M +17,039 +3%
Jennison Associates
82
Jennison Associates
New York
$39.8M -$6.3M -94,243 -15%
LCP
83
LGT Capital Partners
Switzerland
$39.2M -$1.98M -29,600 -5%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$39M +$3.91M +58,475 +13%
WJWM
85
Williams Jones Wealth Management
New York
$37.3M +$2.26M +33,872 +8%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$36.9M +$1.46M +21,889 +5%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$35.5M -$121K -1,808 -0.4%
GIG
88
Goodnow Investment Group
Connecticut
$35.1M +$16.9M +252,450 +124%
Assenagon Asset Management
89
Assenagon Asset Management
Luxembourg
$33.5M -$9.78M -146,297 -25%
RC
90
RDST Capital
Washington
$33.2M -$3.63M -54,265 -11%
Alyeska Investment Group
91
Alyeska Investment Group
Illinois
$32.7M +$28.5M +425,791 New
NI
92
NFC Investments
Tennessee
$32.6M +$460K +6,877 +2%
HRCM
93
Hawk Ridge Capital Management
California
$32.3M -$19.4M -289,928 -41%
Fidelity International
94
Fidelity International
Bermuda
$31.6M -$2.4M -35,867 -8%
Brown Advisory
95
Brown Advisory
Maryland
$29.7M -$17.3K -259 -0.1%
CPC
96
Cookson Peirce & Co
Pennsylvania
$28.1M +$228K +3,406 +0.9%
WMSA
97
Weiss Multi-Strategy Advisers
New York
$26.8M +$11.1M +166,641 +92%
BCM
98
Basswood Capital Management
New York
$25.4M -$3.06M -45,753 -12%
NRCM
99
Northern Right Capital Management
Connecticut
$25M +$174K +2,601 +0.8%
PAM
100
Panagora Asset Management
Massachusetts
$25M +$21.8M +325,671 New