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Apollo Global Management
APO

159 hedge funds and large institutions have $2.12B invested in Apollo Global Management in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 44

3% more funds holding

Funds holding: 154 → 159 (+5)

4% more capital invested

Capital invested by funds: $2.03B → $2.12B (+$91.1M)

3% more call options, than puts

Call options by funds: $30M | Put options by funds: $29.2M

3.26% less ownership

Funds ownership: 64.9% → 61.65% (-3.3%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
30
Increased
52
Reduced
44
Closed
23
Calls
$30M
Puts
$29.2M
Net Calls
+$764K
Net Calls Change
-$2.8M

Top Buyers

1
MCM
McKinley Capital Management
Alaska
+$22.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.2M
3
Goldman Sachs
Goldman Sachs
New York
+$21.2M
4
Citigroup
Citigroup
New York
+$17.4M
5
Morgan Stanley
Morgan Stanley
New York
+$13.1M

Top Sellers

1
GC
GMT Capital
Georgia
-$93.1M
2
IG
ING Group
Netherlands
-$30.6M
3
Bank of America
Bank of America
North Carolina
-$28.7M
4
TCM
TimesSquare Capital Management
New York
-$25.9M
5
HCM
HMI Capital Management
California
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LP
101
LGL Partners
Pennsylvania
$412K +$402K +21,300 New
ECA
102
Endeavour Capital Advisors
Connecticut
$406K +$397K +20,996 New
CG
103
Clinton Group
New York
$401K +$391K +20,700 New
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$377K -$40.3K -2,132 -10%
CA
105
Commerzbank Aktiengesellschaft
Germany
$377K +$20.3K +1,076 +6%
Citadel Advisors
106
Citadel Advisors
Florida
$376K +$88K +4,659 +32%
BWP
107
Baldwin Wealth Partners
Massachusetts
$308K +$47.2K +2,500 +19%
Simplex Trading
108
Simplex Trading
Illinois
$306K +$158K +8,351 +112%
DAC
109
Dividend Assets Capital
South Carolina
$300K +$293K +15,500 New
GEM
110
Global Endowment Management
North Carolina
$299K – – –
Renaissance Technologies
111
Renaissance Technologies
New York
$297K +$290K +15,334 New
APCM
112
Arbiter Partners Capital Management
New York
$290K – – –
OAM
113
Origin Asset Management
United Kingdom
$279K +$272K +14,412 New
VKH
114
Virtu KCG Holdings
New York
$271K +$264K +13,973 New
HCM
115
Hollencrest Capital Management
California
$263K -$16.8K -889 -6%
V
116
Veritable
Delaware
$249K +$28.3K +1,500 +13%
CB
117
Chemical Bank
Michigan
$238K +$232K +12,300 New
CCM
118
Compton Capital Management
Rhode Island
$233K -$240K -12,700 -51%
MAM
119
Mark Asset Management
New York
$232K -$2.72M -143,930 -92%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$215K +$210K +11,120 New
ANRIA
121
American National Registered Investment Advisor
Texas
$200K – – –
MNBTD
122
Moody National Bank Trust Division
Texas
$200K – – –
WJA
123
Williams Jones & Associates
New York
$196K – – –
PMG
124
ProVise Management Group
Florida
$194K -$18.9K -1,000 -9%
RC
125
RBF Capital
California
$194K – – –
3 4
5
6 7

APO Hedge Fund Activity: Q4 2016 in Review

159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2016, worth a combined $2.12B — up 4.5% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new APO positions and 23 closed out — a net gain of 7 holders — while 52 added to existing stakes and 44 trimmed.

The largest buyer was McKinley Capital Management, adding an estimated $22.9M. The largest seller was GMT Capital, cutting an estimated $93.1M.

  • 159 institutional investors held Apollo Global Management (APO) as of Q4 2016, up from 154 in Q3 2016.
  • Funds reported $2.12B of Apollo Global Management stock for Q4 2016, up 4.5% quarter-over-quarter.
  • 30 funds opened new Apollo Global Management positions in Q4 2016 and 23 closed out, a net change of +7 holders.
  • The largest Apollo Global Management buyer in Q4 2016 was McKinley Capital Management, an estimated $22.9M added.
  • The largest Apollo Global Management seller in Q4 2016 was GMT Capital, an estimated $93.1M sold.

Based on aggregated 13F filings for Q4 2016.