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Apollo Global Management

202 hedge funds and large institutions have $3.78B invested in Apollo Global Management in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $3.24B → $3.78B (+$541M)

10% more funds holding

Funds holding: 183202 (+19)

3.46% more ownership

Funds ownership: 71.28%74.74% (+3.5%)

8% more call options, than puts

Call options by funds: $48.4M | Put options by funds: $44.7M

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 63

Holders
202
Holders Change
+19
Holders Change %
+10.38%
% of All Funds
5.04%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
36
Increased
63
Reduced
63
Closed
17
Calls
$48.4M
Puts
$44.7M
Net Calls
+$3.69M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$870M +$254M +9,550,313 +41%
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$476M +$615K +23,100 +0.1%
Capital World Investors
3
Capital World Investors
California
$202M +$28.8M +1,082,313 +16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$187M -$31M -1,165,530 -14%
Morgan Stanley
5
Morgan Stanley
New York
$165M -$23.2M -870,952 -12%
JP Morgan Chase
6
JP Morgan Chase
New York
$139M +$45.5M +1,707,154 +48%
Bank of America
7
Bank of America
North Carolina
$132M +$9.71M +364,425 +8%
Goldman Sachs
8
Goldman Sachs
New York
$132M -$3.81M -143,179 -3%
GC
9
GMT Capital
Georgia
$112M +$78.6M +2,951,622 +224%
TCM
10
TimesSquare Capital Management
New York
$108M -$19.3M -722,800 -15%
HCM
11
HMI Capital Management
California
$108M -$8.79M -330,000 -8%
Deutsche Bank
12
Deutsche Bank
Germany
$92.1M +$582K +21,862 +0.6%
BMO
13
Beck Mack & Oliver
New York
$80.8M +$1.61M +60,473 +2%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$73.7M -$7.56M -283,997 -9%
Citigroup
15
Citigroup
New York
$73.5M -$22.4M -841,148 -23%
Skandinaviska Enskilda Banken (SEB)
16
Skandinaviska Enskilda Banken (SEB)
Sweden
$59.2M +$2.21M +82,900 +4%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$54.3M +$54.7M +2,054,200 New
MP
18
MSD Partners
New York
$50.7M +$23.3M +874,149 +84%
CFM
19
Coronation Fund Managers
South Africa
$32M -$9.17M -344,417 -22%
PC
20
PM Capital
Australia
$31.3M
MCM
21
McKinley Capital Management
Alaska
$31M -$723K -27,131 -2%
NMVA
22
New Mountain Vantage Advisers
New York
$29.6M -$15.9M -598,264 -35%
UBS Group
23
UBS Group
Switzerland
$29.1M -$76.1M -2,856,236 -72%
TIM
24
Thornburg Investment Management
New Mexico
$26.1M -$16.7M -628,900 -39%
Two Sigma Investments
25
Two Sigma Investments
New York
$25.1M -$20.1M -753,118 -44%

APO Hedge Fund Activity: Q2 2017 in Review

202 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q2 2017, worth a combined $3.78B — up 17% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APO positions and 17 closed out — a net gain of 19 holders — while 63 added to existing stakes and 63 trimmed.

The largest buyer was Tiger Global Management, adding an estimated $254M. The largest seller was UBS Group, cutting an estimated $76.1M.

  • 202 institutional investors held Apollo Global Management (APO) as of Q2 2017, up from 183 in Q1 2017.
  • Funds reported $3.78B of Apollo Global Management stock for Q2 2017, up 17% quarter-over-quarter.
  • 36 funds opened new Apollo Global Management positions in Q2 2017 and 17 closed out, a net change of +19 holders.
  • The largest Apollo Global Management buyer in Q2 2017 was Tiger Global Management, an estimated $254M added.
  • The largest Apollo Global Management seller in Q2 2017 was UBS Group, an estimated $76.1M sold.

Based on aggregated 13F filings for Q2 2017.