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Apollo Global Management

159 hedge funds and large institutions have $2.12B invested in Apollo Global Management in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 44

3% more funds holding

Funds holding: 154159 (+5)

4% more capital invested

Capital invested by funds: $2.03B → $2.12B (+$91.1M)

3% more call options, than puts

Call options by funds: $30M | Put options by funds: $29.2M

3.26% less ownership

Funds ownership: 64.9%61.65% (-3.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
30
Increased
52
Reduced
44
Closed
23
Calls
$30M
Puts
$29.2M
Net Calls
+$764K
Net Calls Change
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$348M -$96.3K -5,100 -0%
Morgan Stanley
2
Morgan Stanley
New York
$161M +$13.1M +691,641 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$155M +$6.51M +344,646 +5%
Goldman Sachs
4
Goldman Sachs
New York
$114M +$21.2M +1,119,863 +23%
Citigroup
5
Citigroup
New York
$107M +$17.4M +920,522 +20%
TIM
6
Thornburg Investment Management
New Mexico
$107M +$912K +48,300 +0.9%
Capital World Investors
7
Capital World Investors
California
$106M
TCM
8
TimesSquare Capital Management
New York
$102M -$25.9M -1,370,350 -21%
HCM
9
HMI Capital Management
California
$85.6M -$19.8M -1,046,079 -19%
UBS Group
10
UBS Group
Switzerland
$84.2M +$11M +582,873 +15%
BMO
11
Beck Mack & Oliver
New York
$57.1M +$761K +40,270 +1%
Bank of America
12
Bank of America
North Carolina
$53.8M -$28.7M -1,518,730 -35%
Deutsche Bank
13
Deutsche Bank
Germany
$52.3M +$1.66M +87,893 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$49M +$5.94M +314,318 +14%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$45.8M +$22.2M +1,173,030 +99%
HCM
16
Highfields Capital Management
Massachusetts
$44.1M -$7.66M -405,329 -15%
NMVA
17
New Mountain Vantage Advisers
New York
$43.2M -$1.73M -91,448 -4%
CFM
18
Coronation Fund Managers
South Africa
$40.1M -$8.81M -466,290 -18%
GC
19
GMT Capital
Georgia
$32.4M -$93.1M -4,927,092 -75%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$30.2M +$3.46M +183,000 +13%
CS
21
Credit Suisse
Switzerland
$25.4M +$1.82M +96,428 +8%
MCM
22
McKinley Capital Management
Alaska
$25.1M +$22.9M +1,214,344 +1,516%
PC
23
PM Capital
Australia
$22.9M
Toronto Dominion Bank
24
Toronto Dominion Bank
Ontario, Canada
$21.3M +$3.29M +174,288 +19%
Two Sigma Investments
25
Two Sigma Investments
New York
$11.4M +$8.85M +468,415 +386%

APO Hedge Fund Activity: Q4 2016 in Review

159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2016, worth a combined $2.12B — up 4.5% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new APO positions and 23 closed out — a net gain of 7 holders — while 52 added to existing stakes and 44 trimmed.

The largest buyer was McKinley Capital Management, adding an estimated $22.9M. The largest seller was GMT Capital, cutting an estimated $93.1M.

  • 159 institutional investors held Apollo Global Management (APO) as of Q4 2016, up from 154 in Q3 2016.
  • Funds reported $2.12B of Apollo Global Management stock for Q4 2016, up 4.5% quarter-over-quarter.
  • 30 funds opened new Apollo Global Management positions in Q4 2016 and 23 closed out, a net change of +7 holders.
  • The largest Apollo Global Management buyer in Q4 2016 was McKinley Capital Management, an estimated $22.9M added.
  • The largest Apollo Global Management seller in Q4 2016 was GMT Capital, an estimated $93.1M sold.

Based on aggregated 13F filings for Q4 2016.