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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
Franklin Resources
101
Franklin Resources
California
$39.5M -$4.13M -46,733 -10%
NI
102
NFC Investments
Tennessee
$39.1M +$37M +419,351 New
Wellington Management Group
103
Wellington Management Group
Massachusetts
$38.5M -$35.5M -401,534 -49%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$38.4M -$818K -9,267 -2%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$37.4M +$264K +2,990 +0.8%
Brown Advisory
106
Brown Advisory
Maryland
$36.4M +$221K +2,499 +0.6%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$36.3M -$4M -45,300 -10%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$36M -$18.4M -208,706 -35%
RC
109
RDST Capital
Washington
$34.4M +$237K +2,680 +0.7%
CPC
110
Cookson Peirce & Co
Pennsylvania
$33.8M -$450K -5,094 -1%
Victory Capital Management
111
Victory Capital Management
Texas
$33.1M +$7.74M +87,688 +33%
Fidelity International
112
Fidelity International
Bermuda
$31.9M -$2.33M -26,394 -7%
LCP
113
LGT Capital Partners
Switzerland
$31.8M -$14.9M -169,000 -33%
Assenagon Asset Management
114
Assenagon Asset Management
Luxembourg
$31.7M +$21.6K +245 +0.1%
NLGIA
115
Nippon Life Global Investors Americas
New York
$30.9M
Amundi
116
Amundi
France
$30.1M -$27.9M -315,602 -50%
Walleye Trading
117
Walleye Trading
New York
$29.9M +$1.44M +16,366 +5%
Twin Tree Management
118
Twin Tree Management
Texas
$29.8M +$17.9M +203,283 +175%
NRCM
119
Northern Right Capital Management
Connecticut
$29.4M -$903K -10,222 -3%
Stifel Financial
120
Stifel Financial
Missouri
$29.3M +$2.76M +31,262 +11%
TC
121
TwinBeech Capital
New York
$29.2M +$27.7M +313,843 New
Jennison Associates
122
Jennison Associates
New York
$28.8M -$8.12M -91,946 -23%
Principal Financial Group
123
Principal Financial Group
Iowa
$28.7M +$20.2M +228,367 +288%
PAM
124
Panagora Asset Management
Massachusetts
$28.7M -$7.81M -88,436 -22%
First Trust Advisors
125
First Trust Advisors
Illinois
$28.4M -$7.32M -82,951 -21%

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.