Apollo Global Management
131 hedge funds and large institutions have $2.27B invested in Apollo Global Management in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
38% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 39
19% more capital invested
Capital invested by funds: $1.91B → $2.27B (+$354M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
7% more funds holding
Funds holding: 122 → 131 (+9)
2.02% more ownership
Funds ownership: 48.28% → 50.3% (+2%)
12% less call options, than puts
Call options by funds: $17.7M | Put options by funds: $20.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$65.2M |
| 2 |
Citigroup
New York
|
+$50.8M |
| 3 |
Morgan Stanley
New York
|
+$37.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$33.1M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$45.9M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$40.4M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$38.4M |
| 4 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$15.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.1M |
APO Hedge Fund Activity: Q4 2013 in Review
131 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2013, worth a combined $2.27B — up 19% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new APO positions and 10 closed out — a net gain of 11 holders — while 54 added to existing stakes and 39 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $65.2M. The largest seller was Waddell & Reed Financial, cutting an estimated $45.9M.
- 131 institutional investors held Apollo Global Management (APO) as of Q4 2013, up from 122 in Q3 2013.
- Funds reported $2.27B of Apollo Global Management stock for Q4 2013, up 19% quarter-over-quarter.
- 21 funds opened new Apollo Global Management positions in Q4 2013 and 10 closed out, a net change of +11 holders.
- The largest Apollo Global Management buyer in Q4 2013 was Deutsche Bank, an estimated $65.2M added.
- The largest Apollo Global Management seller in Q4 2013 was Waddell & Reed Financial, an estimated $45.9M sold.
Based on aggregated 13F filings for Q4 2013.