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Apollo Global Management

141 hedge funds and large institutions have $1.82B invested in Apollo Global Management in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

0.54% more ownership

Funds ownership: 62.85%63.39% (+0.54%)

3% less funds holding

Funds holding: 145141 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

20% less capital invested

Capital invested by funds: $2.27B → $1.82B (-$450M)

38% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $26.6M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
16
Increased
53
Reduced
42
Closed
19
Calls
$16.6M
Puts
$26.6M
Net Calls
-$10M
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
126
MSI Financial Services
Massachusetts
$9K +$4.18K +210 +62%
Parallax Volatility Advisers
127
Parallax Volatility Advisers
California
$9K +$10.6K +533 New
MCM
128
MV Capital Management
Maryland
$7K
ATC
129
Adirondack Trust Company
New York
$6K
WA
130
Winfield Associates
Ohio
$6K
NFG
131
Next Financial Group
Texas
$3K -$27.2K -1,364 -89%
JFA
132
JNBA Financial Advisors
Minnesota
$3K
VIA
133
Vantage Investment Advisors
Pennsylvania
$3K
TDC
134
Thompson Davis & Co
Virginia
$3K +$3.67K +184 New
TRCT
135
Tower Research Capital (TRC)
New York
$2K -$11.4K -571 -83%
CF
136
CenterStar Fund
Illinois
$2K
FNBSF
137
First National Bank Sioux Falls
South Dakota
$2K
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06K -$1.82M -91,168 -60%
HR
139
Howe & Rusling
New York
$1K
BWA
140
Burt Wealth Advisors
Maryland
$1K +$20 +1 +2%
WCM
141
Windsor Capital Management
Arizona
$1K +$1.99K +100 New
PSI
142
Pinnacle Summer Investments
Virginia
$1K +$1.49M +74,921 New
OCM
143
Oaktree Capital Management
California
-$22.1M -1,000,000 Closed
TD Asset Management
144
TD Asset Management
Ontario, Canada
-$2.21M -100,000 Closed
SRCM
145
Swift Run Capital Management
Virginia
-$1.66M -75,130 Closed
HK
146
Horizon Kinetics
New York
-$1.57M -70,816 Closed
JIC
147
JRM Investment Counsel
Nebraska
-$1.54M -69,360 Closed
CIBC World Market
148
CIBC World Market
Ontario, Canada
-$483K -21,797 Closed
KAM
149
Kazazian Asset Management
Florida
-$459K -20,739 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
-$401K -20,123 Closed

APO Hedge Fund Activity: Q3 2015 in Review

141 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2015, worth a combined $1.82B — down 20% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APO and 16 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 53 added.

The largest buyer was Goldman Sachs, adding an estimated $58.8M. The largest seller was ING Group, cutting an estimated $57.5M.

  • 141 institutional investors held Apollo Global Management (APO) as of Q3 2015, down from 145 in Q2 2015.
  • Funds reported $1.82B of Apollo Global Management stock for Q3 2015, down 20% quarter-over-quarter.
  • 16 funds opened new Apollo Global Management positions in Q3 2015 and 19 closed out, a net change of -3 holders.
  • The largest Apollo Global Management buyer in Q3 2015 was Goldman Sachs, an estimated $58.8M added.
  • The largest Apollo Global Management seller in Q3 2015 was ING Group, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2015.