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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.

New
Increased
Maintained
Reduced
Closed

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: 67 (+1)

7% more funds holding

Funds holding: 122131 (+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

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
3.8%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
21
Increased
54
Reduced
39
Closed
10
Calls
$17.7M
Puts
$20.1M
Net Calls
-$2.35M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
1
Waddell & Reed Financial
Kansas
$203M -$45.9M -1,481,340 -19%
TCM
2
TimesSquare Capital Management
New York
$168M +$8.72M +281,400 +6%
GC
3
GMT Capital
Georgia
$158M -$7.42M -239,300 -5%
Deutsche Bank
4
Deutsche Bank
Germany
$147M +$65.2M +2,103,728 +82%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$138M -$14.1M -455,300 -9%
Bank of America
6
Bank of America
North Carolina
$132M +$33.1M +1,068,564 +34%
Morgan Stanley
7
Morgan Stanley
New York
$107M +$37.9M +1,221,555 +57%
TIM
8
Thornburg Investment Management
New Mexico
$102M +$15.1M +488,738 +18%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$100M -$40.4M -1,303,900 -29%
Citigroup
10
Citigroup
New York
$89.2M +$50.8M +1,639,666 +139%
WBC
11
Westpac Banking Corp
Australia
$86.8M -$1.36M -43,776 -2%
SAM
12
Serengeti Asset Management
New York
$79.8M -$1.08M -35,000 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$58.4M +$1.56M +50,335 +3%
RRC
14
Red Rocks Capital
Colorado
$53M +$5.6M +180,551 +12%
U
15
UBS
Switzerland
$51.1M -$1.4M -45,226 -3%
GA
16
Geneva Advisors
Illinois
$50.6M +$1.7M +54,977 +4%
FAM
17
Fred Alger Management
New York
$29.6M -$8.35M -269,344 -22%
MWNA
18
Marshall Wace North America
New York
$28.8M +$28.2M +910,107 New
TCIM
19
TIAA CREF Investment Management
New York
$26.6M -$562K -18,132 -2%
Goldman Sachs
20
Goldman Sachs
New York
$24.3M +$10.3M +333,372 +76%
Two Sigma Investments
21
Two Sigma Investments
New York
$22.7M +$3.01M +97,069 +16%
Ameriprise
22
Ameriprise
Minnesota
$20.5M +$8.14M +262,657 +68%
TAM
23
Taylor Asset Management
Ontario, Canada
$20.4M -$3.29M -106,200 -14%
RA
24
Royce & Associates
New York
$19.1M -$5.99M -193,200 -24%
TAM
25
Toscafund Asset Management
United Kingdom
$18.4M -$892K -28,800 -5%

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.