Apollo Global Management
139 hedge funds and large institutions have $1.92B invested in Apollo Global Management in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 31 closing their positions.
13% more capital invested
Capital invested by funds: $1.69B → $1.92B (+$226M)
1.12% more ownership
Funds ownership: 63.31% → 64.44% (+1.1%)
2% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 42
10% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 31
4% less funds holding
Funds holding: 145 → 139 (-6)
13% less call options, than puts
Call options by funds: $17.2M | Put options by funds: $19.7M
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$73M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$27.7M |
| 3 |
Morgan Stanley
New York
|
+$27.3M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$24.1M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$33.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$30.1M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
-$26.9M |
| 4 |
Goldman Sachs
New York
|
-$17.7M |
| 5 |
ClearBridge Investments
New York
|
-$17.1M |
APO Hedge Fund Activity: Q1 2016 in Review
139 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2016, worth a combined $1.92B — up 13% from $1.69B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of APO and 28 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 41 added.
The largest buyer was Fidelity Investments, adding an estimated $73M. The largest seller was UBS Group, cutting an estimated $33.9M.
- 139 institutional investors held Apollo Global Management (APO) as of Q1 2016, down from 145 in Q4 2015.
- Funds reported $1.92B of Apollo Global Management stock for Q1 2016, up 13% quarter-over-quarter.
- 28 funds opened new Apollo Global Management positions in Q1 2016 and 31 closed out, a net change of -3 holders.
- The largest Apollo Global Management buyer in Q1 2016 was Fidelity Investments, an estimated $73M added.
- The largest Apollo Global Management seller in Q1 2016 was UBS Group, an estimated $33.9M sold.
Based on aggregated 13F filings for Q1 2016.