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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
SAS
201
Stelac Advisory Services
New York
$1.32M -$11.6K -239 -0.8%
HCA
202
Harbour Capital Advisors
Virginia
$1.31M +$270K +5,545 +25%
Arrowstreet Capital
203
Arrowstreet Capital
Massachusetts
$1.28M +$1.32M +27,200 New
GC
204
Guggenheim Capital
Illinois
$1.27M +$103K +2,127 +9%
SG
205
Stonnington Group
California
$1.26M +$1.1M +22,680 New
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24M +$1.29M +26,417 New
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$1.22M +$106K +2,182 +9%
SDAM
208
Shulman DeMeo Asset Management
New York
$1.19M -$1.56K -32 -0.1%
KS
209
Karpas Strategies
Connecticut
$1.18M
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$1.16M
CA
211
Capitolis Advisors
New York
$1.16M
SW
212
SVB Wealth
Massachusetts
$1.16M +$453K +9,315 +61%
VF
213
Virtu Financial
New York
$1.15M +$1.19M +24,391 New
PFPT
214
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.13M
PAM
215
Paradigm Asset Management
New York
$1.12M -$34.1K -700 -3%
LA
216
Linden Advisors
New York
$1.1M -$35.3K -726 -3%
BBVA
217
Banco Bilbao Vizcaya Argentaria
Spain
$1.08M -$202K -4,156 -15%
DAC
218
Dividend Assets Capital
South Carolina
$1.08M +$1.11M +22,900 New
BMSSC
219
B. Metzler seel. Sohn & Co
Germany
$1.07M +$125K +2,574 +13%
MNBTD
220
Moody National Bank Trust Division
Texas
$1.06M
BRWA
221
B. Riley Wealth Advisors
Florida
$1M -$536K -11,011 -34%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$996K +$8.42K +173 +0.8%
BWCS
223
Beirne Wealth Consulting Services
Connecticut
$947K +$980K +20,150 New
CCA
224
Covey Capital Advisors
Georgia
$905K
VAS
225
Vestmark Advisory Solutions
Massachusetts
$892K -$292 -6 -0%

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.