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Apollo Global Management
APO

154 hedge funds and large institutions have $2.03B invested in Apollo Global Management in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more capital invested

Capital invested by funds: $1.68B → $2.03B (+$349M)

16% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $22.7M

5% more funds holding

Funds holding: 146 → 154 (+8)

2.59% more ownership

Funds ownership: 62.31% → 64.9% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

Holders
154
Holders Change
+8
Holders Change %
+5.48%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
23
Increased
43
Reduced
47
Closed
14
Calls
$26.3M
Puts
$22.7M
Net Calls
+$3.56M
Net Calls Change
+$4.67M

Top Buyers

1
GC
GMT Capital
Georgia
+$60M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.3M
3
Bank of America
Bank of America
North Carolina
+$20.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$15.1M
5
IG
ING Group
Netherlands
+$13.4M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$29.5M
2
Deutsche Bank
Deutsche Bank
Germany
-$27.3M
3
EWM
Evercore Wealth Management
New York
-$7M
4
CFM
Coronation Fund Managers
South Africa
-$5.79M
5
MG
Meritage Group
California
-$5.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
151
Joel Isaacson & Co
New York
$5K – – –
US Bancorp
152
US Bancorp
Minnesota
$4K +$877 +50 +25%
HR
153
Howe & Rusling
New York
$1K – – –
NFG
154
Next Financial Group
Texas
$1K +$1.39K +79 New
MG
155
Meritage Group
California
– -$5.71M -376,850 Closed
Millennium Management
156
Millennium Management
New York
– -$2.9M -191,228 Closed
CA
157
Cetera Advisors
Colorado
– -$916K -59,309 Closed
HFS
158
HL Financial Services
Kentucky
– -$715K -47,181 Closed
NIMI
159
Natixis Investment Managers International
France
– -$714K -47,124 Closed
EDRE
160
Edmond de Rothschild (Europe)
Luxembourg
– -$400K -26,427 Closed
EDRH
161
Edmond de Rothschild Holding
Switzerland
– -$400K -26,427 Closed
KJHP
162
K.J. Harrison & Partners
Ontario, Canada
– -$295K -19,500 Closed
RJFSA
163
Raymond James Financial Services Advisors
Florida
– -$240K -15,830 Closed
TH
164
Timber Hill
Connecticut
– -$267K -15,240 Closed
CHAM
165
Clear Harbor Asset Management
Connecticut
– -$166K -10,950 Closed
CB
166
Chemical Bank
Michigan
– -$156K -10,300 Closed
DADC
167
D.A. Davidson & Co
Montana
– -$44K -2,947 Closed
WA
168
WFG Advisors
Texas
– -$11K -714 Closed
3 4 5 6
7

APO Hedge Fund Activity: Q3 2016 in Review

154 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2016, worth a combined $2.03B — up 21% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new APO positions and 14 closed out — a net gain of 9 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was GMT Capital, adding an estimated $60M. The largest seller was UBS Group, cutting an estimated $29.5M.

  • 154 institutional investors held Apollo Global Management (APO) as of Q3 2016, up from 146 in Q2 2016.
  • Funds reported $2.03B of Apollo Global Management stock for Q3 2016, up 21% quarter-over-quarter.
  • 23 funds opened new Apollo Global Management positions in Q3 2016 and 14 closed out, a net change of +9 holders.
  • The largest Apollo Global Management buyer in Q3 2016 was GMT Capital, an estimated $60M added.
  • The largest Apollo Global Management seller in Q3 2016 was UBS Group, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2016.