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Apollo Global Management

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: 154159 (+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: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$194K +$108K +5,700 +133%
AIM
127
Acrospire Investment Management
Illinois
$179K +$13K +686 +8%
SG Americas Securities
128
SG Americas Securities
New York
$174K
WEC
129
Winslow Evans & Crocker
Massachusetts
$166K
CG
130
Cutler Group
California
$91K +$53.2K +2,816 +146%
ClearBridge Investments
131
ClearBridge Investments
New York
$87K +$28.3K +1,500 +50%
TWA
132
TCI Wealth Advisors
Arizona
$81K -$40.4K -2,138 -34%
AA
133
Ancora Advisors
Ohio
$78K +$76.2K +4,036 New
IIC
134
Integrated Investment Consultants
Michigan
$58K
PCM
135
Penserra Capital Management
California
$57K +$6.23K +330 +12%
DADC
136
D.A. Davidson & Co
Montana
$57K +$55.7K +2,947 New
CPP
137
Crow Point Partners
Massachusetts
$53K -$41.1K -2,175 -44%
AIM
138
Anchor Investment Management
South Carolina
$44.8K +$132 +7 +0.3%
RBC
139
Roble Belko & Company
Pennsylvania
$39K
IA
140
IFP Advisors
Florida
$36K +$26.4K +1,400 +311%
OC
141
Oakworth Capital
Alabama
$35K
PSUF
142
People's United Financial
Connecticut
$32K +$7.55K +400 +32%
CPA
143
Cowen Prime Advisors
New York
$29K
YWP
144
YorkBridge Wealth Partners
New York
$28K +$26.4K +1,400 New
MFS
145
MSI Financial Services
Massachusetts
$22K -$13.2K -700 -38%
MFW
146
Mosaic Family Wealth
Missouri
$19K
QI
147
QS Investors
New York
$12K +$11.3K +600 New
FCB
148
First Command Bank
Texas
$12K +$11.5K +610 New
FCFS
149
First Command Financial Services
Texas
$12K +$11.5K +610 New
WA
150
WFG Advisors
Texas
$9K +$9.01K +477 New

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.