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Apollo Global Management

842 hedge funds and large institutions have $31.8B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 293 increasing their positions, 264 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

18% more call options, than puts

Call options by funds: $669M | Put options by funds: $569M

11% more funds holding

Funds holding: 758842 (+84)

11% more capital invested

Capital invested by funds: $28.7B → $31.8B (+$3.17B)

11% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 264

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3.86% more ownership

Funds ownership: 56.35%60.21% (+3.9%)

Holders
842
Holders Change
+84
Holders Change %
+11.08%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
147
Increased
293
Reduced
264
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
Alyeska Investment Group
76
Alyeska Investment Group
Illinois
$58.1M -$2.09M -23,713 -4%
Barclays
77
Barclays
United Kingdom
$57.4M +$4.98M +56,411 +10%
UBS Group
78
UBS Group
Switzerland
$57.4M +$3.15M +35,705 +6%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$56.6M +$6.32M +71,630 +13%
Invesco
80
Invesco
Georgia
$56.3M -$8.87M -100,457 -14%
EG
81
Enstar Group
Bermuda
$54.8M
WJWM
82
Williams Jones Wealth Management
New York
$54.4M +$5.87M +66,486 +13%
DC
83
Dendur Capital
New York
$53.1M -$26.9M -305,000 -35%
Lord, Abbett & Co
84
Lord, Abbett & Co
New Jersey
$52.1M +$40.3M +456,247 +442%
VDI
85
Vaughan David Investments
Illinois
$51.2M -$53.9K -611 -0.1%
SCM
86
Suvretta Capital Management
New York
$50.4M +$30.8M +348,920 +182%
Point72 Asset Management
87
Point72 Asset Management
Connecticut
$50.2M +$35.1M +397,400 +281%
PCM
88
Prana Capital Management
Connecticut
$49.2M +$36.8M +416,606 +375%
Citigroup
89
Citigroup
New York
$48.7M +$26.8M +303,290 +139%
Renaissance Technologies
90
Renaissance Technologies
New York
$48.5M +$43.1M +488,700 +1,543%
National Pension Service
91
National Pension Service
South Korea
$48M
Citadel Advisors
92
Citadel Advisors
Florida
$47.8M -$183M -2,070,455 -80%
LCM
93
Lakewood Capital Management
New York
$46.8M -$1.06M -12,000 -2%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$46.2M +$2.8M +31,735 +7%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$45.9M +$9.27M +104,955 +27%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$45.7M -$2.26M -25,644 -5%
GIG
97
Goodnow Investment Group
Connecticut
$42.7M -$96.2K -1,090 -0.2%
TG
98
TCW Group
California
$42.5M -$2.31M -26,190 -5%
OCAM
99
Onex Canada Asset Management
Ontario, Canada
$40.3M +$1.86M +21,047 +5%
PGH
100
Partners Group Holding
Switzerland
$39.8M +$14.8M +167,485 +64%

APO Hedge Fund Activity: Q4 2023 in Review

842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2023, worth a combined $31.8B — up 11% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new APO positions and 53 closed out — a net gain of 94 holders — while 293 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $366M sold.

  • 842 institutional investors held Apollo Global Management (APO) as of Q4 2023, up from 758 in Q3 2023.
  • Funds reported $31.8B of Apollo Global Management stock for Q4 2023, up 11% quarter-over-quarter.
  • 147 funds opened new Apollo Global Management positions in Q4 2023 and 53 closed out, a net change of +94 holders.
  • The largest Apollo Global Management buyer in Q4 2023 was Morgan Stanley, an estimated $623M added.
  • The largest Apollo Global Management seller in Q4 2023 was EdgePoint Investment Group, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.