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Apollo Global Management

141 hedge funds and large institutions have $1.82B invested in Apollo Global Management in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

0.54% more ownership

Funds ownership: 62.85%63.39% (+0.54%)

3% less funds holding

Funds holding: 145141 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

20% less capital invested

Capital invested by funds: $2.27B → $1.82B (-$450M)

38% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $26.6M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
16
Increased
53
Reduced
42
Closed
19
Calls
$16.6M
Puts
$26.6M
Net Calls
-$10M
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$311M -$67.7K -3,400 -0%
Morgan Stanley
2
Morgan Stanley
New York
$121M +$937K +47,021 +0.7%
UBS Group
3
UBS Group
Switzerland
$118M +$23.3M +1,169,996 +20%
TCM
4
TimesSquare Capital Management
New York
$117M -$14.5M -729,900 -10%
Capital World Investors
5
Capital World Investors
California
$94.1M
Goldman Sachs
6
Goldman Sachs
New York
$87.2M +$58.8M +2,949,424 +139%
Deutsche Bank
7
Deutsche Bank
Germany
$85M +$10.9M +546,812 +12%
Bank of America
8
Bank of America
North Carolina
$82.2M -$11.5M -575,569 -11%
GC
9
GMT Capital
Georgia
$79.2M +$23.6M +1,185,170 +40%
IG
10
ING Group
Netherlands
$54.6M -$57.5M -2,887,754 -48%
TIM
11
Thornburg Investment Management
New Mexico
$45.9M +$461K +23,163 +0.9%
HCM
12
HMI Capital Management
California
$45.3M +$34.3M +1,724,200 +189%
Citigroup
13
Citigroup
New York
$43.2M +$2.56M +128,542 +5%
Wells Fargo
14
Wells Fargo
California
$42.5M -$913K -45,846 -2%
CS
15
Credit Suisse
Switzerland
$41.6M +$40.7M +2,041,797 +542%
CAM
16
Coronation Asset Management
South Africa
$40.8M +$3.13M +157,061 +7%
BMO
17
Beck Mack & Oliver
New York
$40.8M +$6.12M +307,007 +15%
HCM
18
Highfields Capital Management
Massachusetts
$33M +$6.47M +324,911 +20%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$25.8M +$4.95M +248,370 +20%
SAM
20
Serengeti Asset Management
New York
$25.8M -$1.99M -100,000 -6%
ClearBridge Investments
21
ClearBridge Investments
New York
$22.6M -$43.5M -2,183,740 -62%
Ameriprise
22
Ameriprise
Minnesota
$16.7M -$8.2M -411,733 -30%
EWM
23
Evercore Wealth Management
New York
$16.5M +$4.51M +226,351 +31%
JP Morgan Chase
24
JP Morgan Chase
New York
$15.5M +$13.6M +680,268 +310%
MDSL
25
M.D. Sass LLC
New York
$14.6M +$1.59K +80 +0%

APO Hedge Fund Activity: Q3 2015 in Review

141 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2015, worth a combined $1.82B — down 20% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APO and 16 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 53 added.

The largest buyer was Goldman Sachs, adding an estimated $58.8M. The largest seller was ING Group, cutting an estimated $57.5M.

  • 141 institutional investors held Apollo Global Management (APO) as of Q3 2015, down from 145 in Q2 2015.
  • Funds reported $1.82B of Apollo Global Management stock for Q3 2015, down 20% quarter-over-quarter.
  • 16 funds opened new Apollo Global Management positions in Q3 2015 and 19 closed out, a net change of -3 holders.
  • The largest Apollo Global Management buyer in Q3 2015 was Goldman Sachs, an estimated $58.8M added.
  • The largest Apollo Global Management seller in Q3 2015 was ING Group, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2015.