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Apollo Global Management
APO

221 hedge funds and large institutions have $4.73B invested in Apollo Global Management in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $120M | Put options by funds: $27.7M

81% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 26

12% more capital invested

Capital invested by funds: $4.21B → $4.73B (+$514M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

8% more funds holding

Funds holding: 204 → 221 (+17)

1.1% more ownership

Funds ownership: 72.34% → 73.44% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 62

Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
5.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
47
Increased
62
Reduced
62
Closed
26
Calls
$120M
Puts
$27.7M
Net Calls
+$92M
Net Calls Change
+$28.9M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$75.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.9M
3
Morgan Stanley
Morgan Stanley
New York
+$19.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$13.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
MP
MSD Partners
New York
-$67.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$39.3M
3
IG
ING Group
Netherlands
-$19.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$16.9M
5
HCM
Highfields Capital Management
Massachusetts
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
101
WESPAC Advisors
California
$1.51M -$53.3K -1,702 -4%
Group One Trading
102
Group One Trading
Illinois
$1.49M +$284K +9,048 +26%
SCM
103
SOL Capital Management
Maryland
$1.48M – – –
UCFA
104
United Capital Financial Advisors
Texas
$1.43M -$150K -4,796 -10%
CAM
105
Cacti Asset Management
Georgia
$1.37M – – –
BDS
106
Banco de Sabadell
Florida
$1.37M +$1.28M +40,852 New
KFA
107
Kelleher Financial Advisors
New York
$1.27M – – –
KA
108
Kaizen Advisory
Illinois
$1.17M +$1.1M +35,060 New
LSA
109
L & S Advisors
California
$1.13M +$90.5K +2,887 +9%
PSUF
110
People's United Financial
Connecticut
$1.11M -$55.6K -1,775 -5%
SI
111
Stephens Inc
Arkansas
$1.06M +$106K +3,388 +12%
KI
112
Koch Industries
Kansas
$1.04M +$978K +31,209 New
AIM
113
Allen Investment Management
New York
$1.03M +$968K +30,880 New
EWM
114
Evercore Wealth Management
New York
$1.03M -$31.3K -1,000 -3%
DMK
115
David M. Knott
$1M – – –
FAAS
116
First Allied Advisory Services
California
$996K -$688K -21,955 -42%
CF
117
CNA Financial
Illinois
$994K – – –
SCA
118
SMH Capital Advisors
Texas
$966K +$905K +28,870 New
KA
119
Kovack Advisors
Florida
$962K -$11.7K -373 -1%
SSG
120
Summit Securities Group
New York
$944K +$884K +28,200 New
HighTower Advisors
121
HighTower Advisors
Illinois
$894K -$500K -15,946 -37%
CAN
122
Cetera Advisor Networks
California
$883K +$13.7K +437 +2%
MAM
123
Morse Asset Management
Connecticut
$870K +$2.04K +65 +0.3%
KS
124
Karpas Strategies
Connecticut
$837K – – –
Stifel Financial
125
Stifel Financial
Missouri
$835K +$42.4K +1,353 +6%
3 4
5
6 7

APO Hedge Fund Activity: Q4 2017 in Review

221 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2017, worth a combined $4.73B — up 12% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new APO positions and 26 closed out — a net gain of 21 holders — while 62 added to existing stakes and 62 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $75.3M. The largest seller was MSD Partners, exiting entirely with an estimated $67.3M sold.

  • 221 institutional investors held Apollo Global Management (APO) as of Q4 2017, up from 204 in Q3 2017.
  • Funds reported $4.73B of Apollo Global Management stock for Q4 2017, up 12% quarter-over-quarter.
  • 47 funds opened new Apollo Global Management positions in Q4 2017 and 26 closed out, a net change of +21 holders.
  • The largest Apollo Global Management buyer in Q4 2017 was Massachusetts Financial Services, an estimated $75.3M added.
  • The largest Apollo Global Management seller in Q4 2017 was MSD Partners, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2017.