Apollo Global Management
145 hedge funds and large institutions have $1.69B invested in Apollo Global Management in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
3% more funds holding
Funds holding: 141 → 145 (+4)
0.11% less ownership
Funds ownership: 63.39% → 63.28% (-0.11%)
8% less call options, than puts
Call options by funds: $19.8M | Put options by funds: $21.5M
7% less capital invested
Capital invested by funds: $1.82B → $1.69B (-$131M)
10% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$56.9M |
| 2 |
Citigroup
New York
|
+$50.2M |
| 3 |
HCM
HMI Capital Management
San Francisco,
California
|
+$25.7M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$20.6M |
| 5 |
Goldman Sachs
New York
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$27.7M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$26.8M |
| 3 |
GC
GMT Capital
Atlanta,
Georgia
|
-$20.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$17.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$16.7M |
APO Hedge Fund Activity: Q4 2015 in Review
145 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2015, worth a combined $1.69B — down 7.2% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new APO positions and 21 closed out — a net gain of 6 holders — while 43 added to existing stakes and 48 trimmed.
The largest buyer was UBS Group, adding an estimated $56.9M. The largest seller was Morgan Stanley, cutting an estimated $27.7M.
- 145 institutional investors held Apollo Global Management (APO) as of Q4 2015, up from 141 in Q3 2015.
- Funds reported $1.69B of Apollo Global Management stock for Q4 2015, down 7.2% quarter-over-quarter.
- 27 funds opened new Apollo Global Management positions in Q4 2015 and 21 closed out, a net change of +6 holders.
- The largest Apollo Global Management buyer in Q4 2015 was UBS Group, an estimated $56.9M added.
- The largest Apollo Global Management seller in Q4 2015 was Morgan Stanley, an estimated $27.7M sold.
Based on aggregated 13F filings for Q4 2015.