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.
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: 145 → 141 (-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: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$58.8M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$40.7M |
| 3 |
HCM
HMI Capital Management
San Francisco,
California
|
+$34.3M |
| 4 |
GC
GMT Capital
Atlanta,
Georgia
|
+$23.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$57.5M |
| 2 |
ClearBridge Investments
New York
|
-$43.5M |
| 3 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$22.1M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$14.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$11.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$308K | -13,894 | Closed |
|
|
TH
152
Timber Hill
Greenwich,
Connecticut
| – | -$229K | -11,509 | Closed |
|
|
CB
153
Chemical Bank
Detroit,
Michigan
| – | -$235K | -10,600 | Closed |
|
|
SB
154
Suntrust Banks
Atlanta,
Georgia
| – | -$232K | -10,500 | Closed |
|
|
SC
155
Sumit Capital
New York
| – | -$229K | -10,345 | Closed |
|
|
BRWM
156
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$82K | -3,740 | Closed |
|
|
MCA
157
Mercer Capital Advisers
Little Silver,
New Jersey
| – | -$22K | -1,000 | Closed |
|
158
First Manhattan
New York
| – | -$17K | -789 | Closed |
|
|
RIM
159
Ranger International Management
Lake Forest,
Illinois
| – | -$12K | -560 | Closed |
|
|
AGM
160
Alpine Global Management
New York
| – | -$4K | -190 | Closed |
|
161
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$2K | -110 | 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.