Apollo Global Management
145 hedge funds and large institutions have $2.27B invested in Apollo Global Management in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 22 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 43
3% more capital invested
Capital invested by funds: $2.2B → $2.27B (+$71.5M)
0.43% more ownership
Funds ownership: 62.42% → 62.85% (+0.43%)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
3% less funds holding
Funds holding: 150 → 145 (-5)
30% less call options, than puts
Call options by funds: $24.4M | Put options by funds: $35M
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$64M |
| 2 |
ClearBridge Investments
New York
|
+$38.7M |
| 3 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$26.3M |
| 4 |
Morgan Stanley
New York
|
+$23.3M |
| 5 |
HCM
HMI Capital Management
San Francisco,
California
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$35.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.2M |
| 3 |
SAM
Serengeti Asset Management
New York
|
-$19.8M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$17M |
| 5 |
GC
GMT Capital
Atlanta,
Georgia
|
-$17M |
APO Hedge Fund Activity: Q2 2015 in Review
145 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q2 2015, worth a combined $2.27B — up 3.2% from $2.2B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of APO and 20 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 49 added.
The largest buyer was UBS Group, adding an estimated $64M. The largest seller was Thornburg Investment Management, cutting an estimated $35.2M.
- 145 institutional investors held Apollo Global Management (APO) as of Q2 2015, down from 150 in Q1 2015.
- Funds reported $2.27B of Apollo Global Management stock for Q2 2015, up 3.2% quarter-over-quarter.
- 20 funds opened new Apollo Global Management positions in Q2 2015 and 22 closed out, a net change of -2 holders.
- The largest Apollo Global Management buyer in Q2 2015 was UBS Group, an estimated $64M added.
- The largest Apollo Global Management seller in Q2 2015 was Thornburg Investment Management, an estimated $35.2M sold.
Based on aggregated 13F filings for Q2 2015.