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Apollo Global Management

217 hedge funds and large institutions have $5.13B invested in Apollo Global Management in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $34.2M

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

9% more capital invested

Capital invested by funds: $4.72B → $5.13B (+$407M)

1% more funds holding

Funds holding: 214217 (+3)

0.03% more ownership

Funds ownership: 73.61%73.64% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

16% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 68

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
4.96%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
31
Increased
57
Reduced
68
Closed
27
Calls
$44.1M
Puts
$34.2M
Net Calls
+$9.89M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
C
176
Cerebellum
California
$178K +$166K +4,762 +1,215%
AA
177
Ancora Advisors
Ohio
$156K +$157K +4,512 New
SG Americas Securities
178
SG Americas Securities
New York
$144K -$612K -17,568 -81%
SMFS
179
Squar Milner Financial Services
California
$121K
CTC
180
Central Trust Company
Missouri
$119K
ClearBridge Investments
181
ClearBridge Investments
New York
$104K
AIM
182
Anchor Investment Management
South Carolina
$77.2K +$70 +2 +0.1%
DWM
183
Destination Wealth Management
California
$72K
US Bancorp
184
US Bancorp
Minnesota
$65K
WTC
185
WhitTier Trust Company
Nevada
$60K
RWA
186
Ropes Wealth Advisors
Massachusetts
$52K
TRCT
187
Tower Research Capital (TRC)
New York
$50K -$78.3K -2,246 -61%
YWP
188
YorkBridge Wealth Partners
New York
$50K
BWA
189
Burt Wealth Advisors
Maryland
$46K
PG
190
Patten Group
Tennessee
$44K -$1.22K -35 -3%
POIA
191
Pin Oak Investment Advisors
Texas
$43K -$10.5K -300 -20%
FHA
192
Flagship Harbor Advisors
Massachusetts
$42K +$70 +2 +0.2%
CBT
193
Capital Bank & Trust
California
$36K
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K
S
195
SignatureFD
Georgia
$31K
TDC
196
Thompson Davis & Co
Virginia
$31K +$4.36K +125 +16%
AIL
197
AGF Investments LLC
Ontario, Canada
$24K -$3.21K -92 -12%
CPIG
198
Chicago Partners Investment Group
Illinois
$24K
APP
199
Avantax Planning Partners
Iowa
$24K +$23.9K +685 New
IA
200
IFP Advisors
Florida
$23K

APO Hedge Fund Activity: Q3 2018 in Review

217 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2018, worth a combined $5.13B — up 8.6% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new APO positions and 27 closed out — a net gain of 4 holders — while 57 added to existing stakes and 68 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $72.6M. The largest seller was Natixis, exiting entirely with an estimated $75.6M sold.

  • 217 institutional investors held Apollo Global Management (APO) as of Q3 2018, up from 214 in Q2 2018.
  • Funds reported $5.13B of Apollo Global Management stock for Q3 2018, up 8.6% quarter-over-quarter.
  • 31 funds opened new Apollo Global Management positions in Q3 2018 and 27 closed out, a net change of +4 holders.
  • The largest Apollo Global Management buyer in Q3 2018 was Capital International Investors, an estimated $72.6M added.
  • The largest Apollo Global Management seller in Q3 2018 was Natixis, an estimated $75.6M sold.

Based on aggregated 13F filings for Q3 2018.