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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
SCM
151
SOL Capital Management
Maryland
$3.08M +$43.8K +900 +1%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$2.94M -$7.78K -160 -0.3%
First Trust Advisors
153
First Trust Advisors
Illinois
$2.91M -$2.01M -41,317 -40%
MFM
154
MD Financial Management
Ontario, Canada
$2.72M +$2.82M +57,951 New
OFG
155
OTA Financial Group
New York
$2.7M +$2.8M +57,467 New
FAF
156
Första AP-fonden
Sweden
$2.66M -$248K -5,100 -8%
SWM
157
Segment Wealth Management
Texas
$2.57M +$1.21M +24,900 +84%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$2.43M -$31.6K -650 -1%
AA
159
ALPS Advisors
Colorado
$2.42M +$696K +14,300 +38%
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$2.35M
AIS
161
AM Investment Strategies
Tennessee
$2.33M +$26.1K +537 +1%
ASRS
162
Arizona State Retirement System
Arizona
$2.33M +$9.97K +205 +0.4%
CBA
163
Coastal Bridge Advisors
Connecticut
$2.26M -$437K -8,992 -16%
CSS
164
Cubist Systematic Strategies
Connecticut
$2.24M -$793K -16,289 -25%
Two Sigma Advisers
165
Two Sigma Advisers
New York
$2.24M +$2.32M +47,700 New
SC
166
Sierra Capital
Florida
$2.07M +$2.14M +43,955 New
Osaic Holdings
167
Osaic Holdings
Arizona
$2.02M -$300K -6,161 -13%
Dimensional Fund Advisors
168
Dimensional Fund Advisors
Texas
$2.01M +$631K +12,975 +44%
Kovitz Investment Group Partners
169
Kovitz Investment Group Partners
Illinois
$2M +$2.07M +42,630 New
TRCT
170
Tower Research Capital (TRC)
New York
$1.96M +$1.86M +38,260 +1,096%
NFC
171
Northeast Financial Consultants
Connecticut
$1.96M -$336K -6,899 -14%
KBC Group
172
KBC Group
Belgium
$1.96M -$284K -5,834 -12%
Twin Tree Management
173
Twin Tree Management
Texas
$1.91M +$1.85M +38,073 +1,557%
Korea Investment Corp
174
Korea Investment Corp
South Korea
$1.85M -$263K -5,400 -12%
SC
175
Slow Capital
California
$1.84M -$108K -2,227 -5%

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.