We are live on ! Find out more
APO icon

Apollo Global Management

144 hedge funds and large institutions have $2.17B invested in Apollo Global Management in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

5% more funds holding

Funds holding: 137144 (+7)

4% less capital invested

Capital invested by funds: $2.27B → $2.17B (-$102M)

4.6% less ownership

Funds ownership: 64.16%59.56% (-4.6%)

25% less call options, than puts

Call options by funds: $37.8M | Put options by funds: $50.1M

26% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 50

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
38
Increased
37
Reduced
50
Closed
29
Calls
$37.8M
Puts
$50.1M
Net Calls
-$12.3M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NVIM
151
New Vernon Investment Management
Illinois
-$2.98M -125,000 Closed
NIMC
152
NWQ Investment Management Company
California
-$2.83M -118,750 Closed
TSS
153
Thomas Story & Son
Indiana
-$1.54M -64,465 Closed
ACH
154
ArrowMark Colorado Holdings
Colorado
-$1.17M -48,850 Closed
Citadel Advisors
155
Citadel Advisors
Florida
-$1.06M -45,912 Closed
Jane Street
156
Jane Street
New York
-$833K -34,942 Closed
LCS
157
Levin Capital Strategies
New York
-$466K -19,564 Closed
TC
158
TFS Capital
Pennsylvania
-$406K -17,012 Closed
HI
159
Horizon Investments
North Carolina
-$377K -15,818 Closed
HNB
160
Huntington National Bank
Ohio
-$322K -13,500 Closed
PCM
161
Prelude Capital Management
New York
-$302K -12,648 Closed
CCM
162
Coe Capital Management
Illinois
-$238K -10,000 Closed
ID
163
Integral Derivatives
New York
-$228K -9,869 Closed
AGA
164
Accuvest Global Advisors
Utah
-$223K -9,350 Closed
SG Americas Securities
165
SG Americas Securities
New York
-$205K -8,599 Closed
AF
166
Arrow Financial
New York
-$71K -2,967 Closed
TRCT
167
Tower Research Capital (TRC)
New York
-$69K -2,900 Closed
FRM
168
Fore Research & Management
New York
-$47K -2,000 Closed
GT
169
Glenmede Trust
Pennsylvania
-$19K -800 Closed
PTC
170
Private Trust Company
Ohio
-$12K -500 Closed
RIA
171
Regal Investment Advisors
Michigan
-$12K -500 Closed
BFA
172
BlackRock Fund Advisors
California
-$9K -390 Closed
Envestnet Asset Management
173
Envestnet Asset Management
Illinois
-$3K -143 Closed

APO Hedge Fund Activity: Q4 2014 in Review

144 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2014, worth a combined $2.17B — down 4.5% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new APO positions and 29 closed out — a net gain of 9 holders — while 37 added to existing stakes and 50 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $67.9M. The largest seller was Credit Suisse, cutting an estimated $97.2M.

  • 144 institutional investors held Apollo Global Management (APO) as of Q4 2014, up from 137 in Q3 2014.
  • Funds reported $2.17B of Apollo Global Management stock for Q4 2014, down 4.5% quarter-over-quarter.
  • 38 funds opened new Apollo Global Management positions in Q4 2014 and 29 closed out, a net change of +9 holders.
  • The largest Apollo Global Management buyer in Q4 2014 was Capital World Investors, an estimated $67.9M added.
  • The largest Apollo Global Management seller in Q4 2014 was Credit Suisse, an estimated $97.2M sold.

Based on aggregated 13F filings for Q4 2014.