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Apollo Global Management

183 hedge funds and large institutions have $3.24B invested in Apollo Global Management in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

105% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $19.3M

53% more capital invested

Capital invested by funds: $2.12B → $3.24B (+$1.12B)

15% more funds holding

Funds holding: 159183 (+24)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

9.64% more ownership

Funds ownership: 61.65%71.28% (+9.6%)

Holders
183
Holders Change
+24
Holders Change %
+15.09%
% of All Funds
4.56%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.22%
New
44
Increased
55
Reduced
50
Closed
17
Calls
$39.5M
Puts
$19.3M
Net Calls
+$20.3M
Net Calls Change
+$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$568M +$520M +23,334,899 New
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$428M -$111M -5,000,100 -22%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$200M +$4.98M +223,452 +3%
Morgan Stanley
4
Morgan Stanley
New York
$173M -$26.7M -1,199,631 -14%
Capital World Investors
5
Capital World Investors
California
$160M +$24.3M +1,087,687 +20%
Goldman Sachs
6
Goldman Sachs
New York
$124M -$17.8M -798,832 -14%
TCM
7
TimesSquare Capital Management
New York
$117M -$9.85M -441,600 -8%
Bank of America
8
Bank of America
North Carolina
$112M +$40.9M +1,833,690 +66%
HCM
9
HMI Capital Management
California
$107M -$479K -21,500 -0.5%
UBS Group
10
UBS Group
Switzerland
$96.2M -$8.75M -392,363 -9%
Citigroup
11
Citigroup
New York
$88M -$42.1M -1,889,108 -34%
JP Morgan Chase
12
JP Morgan Chase
New York
$86M +$22.3M +1,001,877 +40%
Deutsche Bank
13
Deutsche Bank
Germany
$84.1M +$16.9M +758,613 +28%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$74.7M +$15.8M +707,416 +30%
BMO
15
Beck Mack & Oliver
New York
$72.9M +$1.05M +46,880 +2%
Skandinaviska Enskilda Banken (SEB)
16
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.4M +$48M +2,154,327 New
NMVA
17
New Mountain Vantage Advisers
New York
$41.8M -$11.5M -514,381 -23%
Two Sigma Investments
18
Two Sigma Investments
New York
$41.4M +$24.8M +1,111,866 +188%
TIM
19
Thornburg Investment Management
New Mexico
$39.3M -$86.7M -3,887,163 -71%
HCM
20
Highfields Capital Management
Massachusetts
$38.4M -$15.6M -700,200 -31%
CFM
21
Coronation Fund Managers
South Africa
$37.8M -$11.6M -518,020 -25%
GC
22
GMT Capital
Georgia
$32M -$7.92M -355,300 -21%
MCM
23
McKinley Capital Management
Alaska
$29.2M -$2.13M -95,704 -7%
PC
24
PM Capital
Australia
$28.8M
CS
25
Credit Suisse
Switzerland
$27.6M -$3.96M -177,569 -14%

APO Hedge Fund Activity: Q1 2017 in Review

183 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2017, worth a combined $3.24B — up 53% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APO positions and 17 closed out — a net gain of 27 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was Tiger Global Management, opening a new position worth an estimated $520M. The largest seller was California Public Employees Retirement System, cutting an estimated $111M.

  • 183 institutional investors held Apollo Global Management (APO) as of Q1 2017, up from 159 in Q4 2016.
  • Funds reported $3.24B of Apollo Global Management stock for Q1 2017, up 53% quarter-over-quarter.
  • 44 funds opened new Apollo Global Management positions in Q1 2017 and 17 closed out, a net change of +27 holders.
  • The largest Apollo Global Management buyer in Q1 2017 was Tiger Global Management, an estimated $520M added.
  • The largest Apollo Global Management seller in Q1 2017 was California Public Employees Retirement System, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2017.