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Apollo Global Management

440 hedge funds and large institutions have $8.61B invested in Apollo Global Management in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 156 increasing their positions, 111 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

41% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 111

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

10% more funds holding

Funds holding: 399440 (+41)

5.06% more ownership

Funds ownership: 73.88%78.95% (+5.1%)

4% more capital invested

Capital invested by funds: $8.29B → $8.61B (+$322M)

20% less call options, than puts

Call options by funds: $139M | Put options by funds: $173M

Holders
440
Holders Change
+41
Holders Change %
+10.28%
% of All Funds
7.73%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
96
Increased
156
Reduced
111
Closed
49
Calls
$139M
Puts
$173M
Net Calls
-$33.7M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.29M +$280K +5,746 +7%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$4.19M +$965K +19,837 +29%
PP
128
Paloma Partners
Connecticut
$4.16M +$4.3M +88,378 New
SEC
129
Seven Eight Capital
New York
$4.07M
Rafferty Asset Management
130
Rafferty Asset Management
New York
$4.04M +$741K +15,225 +22%
Ameriprise
131
Ameriprise
Minnesota
$4.04M +$948K +19,476 +29%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$4.03M +$4.17M +85,711 New
LPL Financial
133
LPL Financial
California
$3.99M +$269K +5,533 +7%
SAM
134
Storebrand Asset Management
Norway
$3.98M +$2.91M +59,839 +241%
Squarepoint
135
Squarepoint
New York
$3.98M +$4.12M +84,644 New
Asset Management One
136
Asset Management One
Japan
$3.79M -$190K -3,897 -5%
TAM
137
Tocqueville Asset Management
New York
$3.76M +$235K +4,835 +6%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$3.75M +$679K +13,954 +21%
KC
139
Kingfisher Capital
North Carolina
$3.53M +$1.61M +32,998 +79%
ACI
140
AMP Capital Investors
Australia
$3.52M -$1.04M -21,362 -22%
UCFA
141
United Capital Financial Advisors
Texas
$3.46M +$1.2M +24,595 +50%
Truist Financial
142
Truist Financial
North Carolina
$3.46M -$10.2M -209,282 -74%
SWM
143
Spire Wealth Management
Virginia
$3.43M +$3.56M +73,255 New
PCM
144
Poehling Capital Management
Wisconsin
$3.38M +$403K +8,280 +13%
GF
145
Gabelli Funds
New York
$3.31M +$365K +7,500 +12%
CC
146
Clearline Capital
New York
$3.31M +$3.43M +70,427 New
SM
147
SG3 Management
Puerto Rico
$3.29M +$3.41M +70,000 New
FAF
148
Fjarde Ap-fonden
Sweden
$3.26M +$53.5K +1,100 +2%
CC
149
Cipher Capital
New York
$3.18M +$2.85M +58,596 +652%
PAMU
150
Pictet Asset Management (UK)
United Kingdom
$3.09M -$10.7K -220 -0.3%

APO Hedge Fund Activity: Q1 2021 in Review

440 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2021, worth a combined $8.61B — up 3.9% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new APO positions and 49 closed out — a net gain of 47 holders — while 156 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $201M.

  • 440 institutional investors held Apollo Global Management (APO) as of Q1 2021, up from 399 in Q4 2020.
  • Funds reported $8.61B of Apollo Global Management stock for Q1 2021, up 3.9% quarter-over-quarter.
  • 96 funds opened new Apollo Global Management positions in Q1 2021 and 49 closed out, a net change of +47 holders.
  • The largest Apollo Global Management buyer in Q1 2021 was Charles Schwab, an estimated $80.5M added.
  • The largest Apollo Global Management seller in Q1 2021 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2021.