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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
SSA
126
Schonfeld Strategic Advisors
New York
$28.3M +$10.1M +114,640 +61%
Walleye Capital
127
Walleye Capital
New York
$27.4M +$2.34M +26,506 +10%
KI
128
Keystone Investors
Singapore
$26.9M -$28M -316,886 -52%
Royal London Asset Management
129
Royal London Asset Management
United Kingdom
$26.1M -$535K -6,062 -2%
WMSA
130
Weiss Multi-Strategy Advisers
New York
$25M +$3.71M +42,056 +19%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$23.6M +$83.5K +946 +0.4%
HF
132
HRT Financial
New York
$23.6M -$5.07M -57,437 -18%
TAM
133
Todd Asset Management
Kentucky
$23.1M +$12.9M +146,373 +144%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$21.6M +$200K +2,260 +1%
AllianceBernstein
135
AllianceBernstein
Tennessee
$21.2M +$2.33M +26,410 +13%
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$21.2M +$430K +4,868 +2%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$21.1M
Aberdeen Group
138
Aberdeen Group
United Kingdom
$21M +$9.31M +105,405 +88%
DMKJ
139
David M. Knott Jr
$21M
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
$20.4M +$2.89M +32,698 +18%
Nomura Holdings
141
Nomura Holdings
Japan
$20.4M +$19.3M +219,091 New
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.4M +$527K +5,973 +3%
Aviva
143
Aviva
United Kingdom
$19.7M +$15.6M +176,561 +500%
SAM
144
Storebrand Asset Management
Norway
$19.7M -$199K -2,252 -1%
Mitsubishi UFJ Trust & Banking
145
Mitsubishi UFJ Trust & Banking
Japan
$19.7M -$983K -11,138 -5%
BCM
146
Basswood Capital Management
New York
$19.4M -$1.35M -15,255 -7%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$18.8M -$4.42M -50,029 -20%
CF
148
CNA Financial
Illinois
$18.6M +$441K +5,000 +3%
LC
149
Loews Corp
New York
$18.6M +$441K +5,000 +3%
MA
150
Mudita Advisors
United Kingdom
$18.6M -$512K -5,800 -3%

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.