We are live on ! Find out more
APO icon

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
BIM
176
Bridgecreek Investment Management
Oklahoma
$14.4M -$146K -1,650 -1%
IGAM
177
iA Global Asset Management
Quebec, Canada
$14.3M +$3.59M +40,672 +36%
MC
178
Metavasi Capital
New York
$14.2M +$1.32M +15,000 +11%
HFS
179
Hantz Financial Services
Michigan
$14.1M -$983K -11,131 -7%
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$14.1M +$245K +2,775 +2%
HIP
181
HUB Investment Partners
Texas
$14.1M +$13.3M +150,983 New
LFCM
182
Long Focus Capital Management
Puerto Rico
$13.5M -$2.21M -25,000 -15%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$13.4M +$4.59M +51,945 +57%
AIM
184
Access Investment Management
Georgia
$13.2M +$12.6M +142,167 New
SEI Investments
185
SEI Investments
Pennsylvania
$13M -$1.14M -12,943 -8%
BIC
186
Beach Investment Counsel
Pennsylvania
$12.1M -$9.08M -102,822 -44%
PFMOSF
187
Philadelphia Financial Management of San Francisco
California
$12.1M -$4.88M -55,256 -30%
PI
188
PEAK6 Investments
Illinois
$11.9M +$2.34M +26,494 +26%
ACM
189
Aquatic Capital Management
Illinois
$11.9M +$11.2M +127,400 New
KCM
190
Kingdon Capital Management
New York
$11.6M +$441K +5,000 +4%
SI
191
Stephens Inc
Arkansas
$11.6M +$193K +2,185 +2%
HV
192
HST Ventures
Utah
$11.4M +$10.8M +122,853 New
FLPIM
193
F.L. Putnam Investment Management
Massachusetts
$11.4M +$10.8M +122,436 New
SCP
194
Steamboat Capital Partners
New York
$11.3M -$1.76M -19,896 -14%
CCM
195
Callodine Capital Management
Massachusetts
$11.2M +$3.59M +40,701 +51%
CB
196
Commerce Bank
Missouri
$10.9M +$88.8K +1,006 +0.9%
M
197
MOTCO
Texas
$10.8M -$291K -3,298 -3%
Allspring Global Investments
198
Allspring Global Investments
North Carolina
$10.7M +$9.8M +111,001 +2,709%
ACH
199
ArrowMark Colorado Holdings
Colorado
$10.7M -$247K -2,800 -2%
ASRS
200
Arizona State Retirement System
Arizona
$10.4M -$68.9K -780 -0.7%

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.