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Apollo Global Management

122 hedge funds and large institutions have $1.91B invested in Apollo Global Management in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $1.7B → $1.91B (+$210M)

8% more funds holding

Funds holding: 113122 (+9)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

5.86% less ownership

Funds ownership: 54.14%48.28% (-5.9%)

47% less call options, than puts

Call options by funds: $7.63M | Put options by funds: $14.5M

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
3.96%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
25
Increased
39
Reduced
41
Closed
16
Calls
$7.63M
Puts
$14.5M
Net Calls
-$6.86M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
1
Waddell & Reed Financial
Kansas
$224M -$29M -1,081,980 -12%
GC
2
GMT Capital
Georgia
$148M +$4.91M +183,100 +4%
TCM
3
TimesSquare Capital Management
New York
$142M -$6.67M -248,450 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$137M -$25.2M -938,250 -16%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$127M +$8.85M +330,000 +8%
Bank of America
6
Bank of America
North Carolina
$88M +$57.8M +2,153,900 +224%
WBC
7
Westpac Banking Corp
Australia
$78.8M -$1.75M -65,196 -2%
TIM
8
Thornburg Investment Management
New Mexico
$77.7M
SAM
9
Serengeti Asset Management
New York
$72.3M -$11.8M -440,000 -15%
Deutsche Bank
10
Deutsche Bank
Germany
$72.3M -$81.9K -3,051 -0.1%
Morgan Stanley
11
Morgan Stanley
New York
$61.1M -$14.7M -546,130 -20%
JP Morgan Chase
12
JP Morgan Chase
New York
$50.8M +$40M +1,490,002 +487%
U
13
UBS
Switzerland
$46.9M -$8.6M -320,558 -16%
CS
14
Credit Suisse
Switzerland
$46.7M -$101M -3,755,721 -69%
GA
15
Geneva Advisors
Illinois
$43.7M +$12.4M +461,552 +43%
RRC
16
Red Rocks Capital
Colorado
$42.3M +$630K +23,500 +2%
FAM
17
Fred Alger Management
New York
$34.1M +$2.99M +111,407 +10%
Citigroup
18
Citigroup
New York
$33.4M -$14.4M -538,440 -31%
OCM
19
Oaktree Capital Management
California
$28.3M -$6.71M -250,000 -20%
TCIM
20
TIAA CREF Investment Management
New York
$24.3M +$4.68M +174,513 +25%
LPLP
21
Lansdowne Partners Limited Partnership
United Kingdom
$23.4M +$3.39M +126,449 +18%
RA
22
Royce & Associates
New York
$22.6M -$1.35M -50,300 -6%
TAM
23
Taylor Asset Management
Ontario, Canada
$21.2M -$1.11M -41,400 -5%
ECA
24
Endeavour Capital Advisors
Connecticut
$17.9M +$2.5M +93,282 +17%
Two Sigma Investments
25
Two Sigma Investments
New York
$17.5M -$7.98M -297,412 -32%