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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
Corient Private Wealth
151
Corient Private Wealth
Florida
$18.2M -$399K -4,522 -2%
Squarepoint
152
Squarepoint
New York
$18M +$17.1M +193,483 New
PIP
153
PB Investment Partners
California
$17.8M -$4.27M -48,393 -20%
Truist Financial
154
Truist Financial
North Carolina
$17.7M -$854K -9,676 -5%
BA
155
Bridgewater Associates
Connecticut
$17.7M -$1.35M -15,306 -7%
IGM
156
Incline Global Management
New York
$17.6M +$16.7M +189,259 New
PMAM
157
Picton Mahoney Asset Management
Ontario, Canada
$17.5M +$182K +2,064 +1%
VNIM
158
Vaughan Nelson Investment Management
Texas
$17.3M +$4.6M +52,063 +39%
CPM
159
Crescent Park Management
California
$17.1M -$3.51M -39,722 -18%
DnB Asset Management
160
DnB Asset Management
Norway
$16.8M +$560K +6,344 +4%
Mackenzie Financial
161
Mackenzie Financial
Ontario, Canada
$16.8M +$3.62K +41 +0%
Skandinaviska Enskilda Banken (SEB)
162
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.7M +$227K +2,571 +1%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$16.6M +$968K +10,967 +6%
LPL Financial
164
LPL Financial
California
$16.4M +$1.05M +11,863 +7%
CS
165
Candriam SCA
Luxembourg
$16.4M +$4.77M +54,081 +44%
KC
166
Kepos Capital
New York
$16.3M
Massachusetts Financial Services
167
Massachusetts Financial Services
Massachusetts
$16.3M -$14.5M -164,120 -48%
Korea Investment Corp
168
Korea Investment Corp
South Korea
$16.2M -$221K -2,502 -1%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$16M +$1.62M +18,404 +12%
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$15.8M +$8.92M +101,000 +146%
PL
171
Parkwood LLC
Ohio
$15.3M -$897K -10,157 -6%
LHC
172
Lodge Hill Capital
New York
$15.2M +$6.62M +75,000 +85%
STA
173
Summit Trail Advisors
New York
$15.2M -$22.5K -255 -0.2%
Asset Management One
174
Asset Management One
Japan
$14.8M -$305K -3,458 -2%
Cerity Partners
175
Cerity Partners
New York
$14.4M +$5.51M +62,402 +68%

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.