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Apollo Global Management

674 hedge funds and large institutions have $21.2B invested in Apollo Global Management in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 243 increasing their positions, 203 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 51

40% more capital invested

Capital invested by funds: $15.1B → $21.2B (+$6.08B)

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

20% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 203

10% more funds holding

Funds holding: 610674 (+64)

1.41% less ownership

Funds ownership: 57.19%55.78% (-1.4%)

40% less call options, than puts

Call options by funds: $246M | Put options by funds: $413M

Holders
674
Holders Change
+64
Holders Change %
+10.49%
% of All Funds
10.83%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.71%
New
126
Increased
243
Reduced
203
Closed
51
Calls
$246M
Puts
$413M
Net Calls
-$167M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Basswood Capital Management
New York
$22.7M -$2.1M -35,340 -9%
NRCM
102
Northern Right Capital Management
Connecticut
$21.4M -$5.85M -98,445 -23%
CPM
103
Crescent Park Management
California
$20.9M -$3.15M -53,017 -14%
WJWM
104
Williams Jones Wealth Management
New York
$20.9M +$733K +12,338 +4%
Prudential Financial
105
Prudential Financial
New Jersey
$20.1M +$17.9M +301,956 +2,194%
VRS
106
Virginia Retirement Systems
Virginia
$19.9M +$4.09M +68,900 +28%
Stifel Financial
107
Stifel Financial
Missouri
$19.9M -$856K -14,414 -4%
NLGIA
108
Nippon Life Global Investors Americas
New York
$18.5M +$1.26M +21,210 +8%
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$17.6M +$1.8M +30,288 +12%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$17.5M -$905K -15,242 -5%
Citigroup
111
Citigroup
New York
$16.6M -$4.44M -74,725 -22%
LFCM
112
Long Focus Capital Management
Puerto Rico
$16.2M
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$16M +$1.05M +17,637 +8%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$16M +$226K +3,806 +2%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$15.4M -$24M -403,752 -63%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$15.3M
WMSA
117
Weiss Multi-Strategy Advisers
New York
$14.8M -$8M -134,625 -37%
A
118
AustralianSuper
Australia
$14.6M -$89K -1,499 -0.6%
DMKJ
119
David M. Knott Jr
$14.4M
BTP
120
Bloom Tree Partners
New York
$14.3M -$7.09M -119,328 -35%
IGM
121
Incline Global Management
New York
$14.2M -$13.5M -226,595 -50%
PIP
122
PB Investment Partners
California
$14.1M +$135K +2,275 +1%
SAM
123
Storebrand Asset Management
Norway
$14M +$667K +11,235 +5%
LHC
124
Lodge Hill Capital
New York
$13.9M -$4.45M -75,000 -26%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$13.4M +$779K +13,110 +7%

APO Hedge Fund Activity: Q4 2022 in Review

674 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2022, worth a combined $21.2B — up 40% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new APO positions and 51 closed out — a net gain of 75 holders — while 243 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Janus Henderson Group, cutting an estimated $213M.

  • 674 institutional investors held Apollo Global Management (APO) as of Q4 2022, up from 610 in Q3 2022.
  • Funds reported $21.2B of Apollo Global Management stock for Q4 2022, up 40% quarter-over-quarter.
  • 126 funds opened new Apollo Global Management positions in Q4 2022 and 51 closed out, a net change of +75 holders.
  • The largest Apollo Global Management buyer in Q4 2022 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Apollo Global Management seller in Q4 2022 was Janus Henderson Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2022.