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Apollo Global Management

758 hedge funds and large institutions have $28.7B invested in Apollo Global Management in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 247 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 44

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.18B)

10% more funds holding in top 10

Funds holding in top 10: 4145 (+4)

9% more funds holding

Funds holding: 694758 (+64)

5% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 247

0.09% more ownership

Funds ownership: 56.26%56.35% (+0.09%)

7% less call options, than puts

Call options by funds: $471M | Put options by funds: $504M

Holders
758
Holders Change
+64
Holders Change %
+9.22%
% of All Funds
12.03%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
0.71%
New
118
Increased
260
Reduced
247
Closed
44
Calls
$471M
Puts
$504M
Net Calls
-$33.3M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$53.4M +$41.9M +498,227 +514%
EG
77
Enstar Group
Bermuda
$52.8M
UBS Group
78
UBS Group
Switzerland
$52M +$645K +7,678 +1%
Barclays
79
Barclays
United Kingdom
$50.3M -$56.9M -677,066 -55%
VDI
80
Vaughan David Investments
Illinois
$49.4M +$348K +4,135 +0.8%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$48.1M -$771K -9,174 -2%
WJWM
82
Williams Jones Wealth Management
New York
$46.4M +$2.67M +31,714 +7%
National Pension Service
83
National Pension Service
South Korea
$46.3M -$2.42M -28,787 -5%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$46.3M +$698K +8,299 +2%
LCM
85
Lakewood Capital Management
New York
$46.2M -$10.8M -128,000 -20%
LCP
86
LGT Capital Partners
Switzerland
$45.8M
Ameriprise
87
Ameriprise
Minnesota
$44.6M +$31.9M +379,589 +324%
TG
88
TCW Group
California
$43.3M -$13.3M -158,237 -25%
Franklin Resources
89
Franklin Resources
California
$42.2M -$54.4M -646,960 -58%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$41.7M +$184K +2,190 +0.5%
GIG
91
Goodnow Investment Group
Connecticut
$41.2M +$229K +2,720 +0.6%
AGP
92
Akaris Global Partners
New York
$39.4M -$8.08M -96,100 -18%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$39M -$7.18M -85,400 -16%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$37.8M +$10.7M +127,722 +44%
OCAM
95
Onex Canada Asset Management
Ontario, Canada
$36.9M -$15M -178,300 -30%
Jennison Associates
96
Jennison Associates
New York
$36M -$9.87M -117,438 -23%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$35.7M -$6.89M -81,959 -17%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$35.7M +$33.4M +397,398 New
PAM
99
Panagora Asset Management
Massachusetts
$35.5M +$5.9M +70,230 +22%
First Trust Advisors
100
First Trust Advisors
Illinois
$34.8M +$6.94M +82,558 +27%

APO Hedge Fund Activity: Q3 2023 in Review

758 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2023, worth a combined $28.7B — up 17% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new APO positions and 44 closed out — a net gain of 74 holders — while 260 added to existing stakes and 247 trimmed.

The largest buyer was Millennium Management, adding an estimated $160M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 758 institutional investors held Apollo Global Management (APO) as of Q3 2023, up from 694 in Q2 2023.
  • Funds reported $28.7B of Apollo Global Management stock for Q3 2023, up 17% quarter-over-quarter.
  • 118 funds opened new Apollo Global Management positions in Q3 2023 and 44 closed out, a net change of +74 holders.
  • The largest Apollo Global Management buyer in Q3 2023 was Millennium Management, an estimated $160M added.
  • The largest Apollo Global Management seller in Q3 2023 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.