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Apollo Global Management

194 hedge funds and large institutions have $3.65B invested in Apollo Global Management in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $23.7M

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 66

1.01% less ownership

Funds ownership: 73.64%72.63% (-1%)

11% less funds holding

Funds holding: 217194 (-23)

29% less capital invested

Capital invested by funds: $5.13B → $3.65B (-$1.48B)

47% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 47

Holders
194
Holders Change
-23
Holders Change %
-10.6%
% of All Funds
4.32%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
25
Increased
65
Reduced
66
Closed
47
Calls
$33.1M
Puts
$23.7M
Net Calls
+$9.39M
Net Calls Change
-$505K
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$924M +$93M +3,240,693 +9%
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$498M +$1.4M +48,624 +0.3%
Capital World Investors
3
Capital World Investors
California
$262M +$5.25M +183,000 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$171M -$90.3M -3,146,156 -31%
HCM
5
HMI Capital Management
California
$158M +$58M +2,021,679 +46%
Morgan Stanley
6
Morgan Stanley
New York
$134M -$1.75M -61,043 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$127M -$46.5M -1,618,938 -24%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$119M +$16M +558,371 +13%
TCM
9
TimesSquare Capital Management
New York
$104M +$6.47M +225,600 +6%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$95.9M +$10.3M +360,645 +10%
Citigroup
11
Citigroup
New York
$90.8M +$21.5M +749,237 +25%
BMO
12
Beck Mack & Oliver
New York
$90.1M -$3.49M -121,737 -3%
Bank of America
13
Bank of America
North Carolina
$85.8M -$6.46M -224,978 -6%
Deutsche Bank
14
Deutsche Bank
Germany
$71.1M -$76.5M -2,667,367 -48%
Capital International Investors
15
Capital International Investors
California
$51.1M
Goldman Sachs
16
Goldman Sachs
New York
$42.8M -$41.6M -1,448,384 -45%
UBS Group
17
UBS Group
Switzerland
$42.6M -$7.5M -261,420 -13%
Alkeon Capital Management
18
Alkeon Capital Management
New York
$39.7M +$46.4M +1,617,000 New
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$38.1M +$10.4M +363,300 +31%
Select Equity Group
20
Select Equity Group
New York
$31.1M +$23.2M +808,162 +176%
PC
21
PM Capital
Australia
$30.1M +$5.06M +176,281 +17%
MG
22
Markel Group
Virginia
$23.8M +$28.7K +1,000 +0.1%
HC
23
Hillman Company
Pennsylvania
$23.2M +$7.67M +267,253 +39%
Legal & General Group
24
Legal & General Group
United Kingdom
$22.4M +$3.5M +122,055 +15%
AU
25
Algebris (UK)
United Kingdom
$20.8M -$2.65M -92,504 -10%

APO Hedge Fund Activity: Q4 2018 in Review

194 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2018, worth a combined $3.65B — down 29% from $5.13B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of APO and 25 opened new positions — a net loss of 22 holders — while 66 trimmed existing stakes and 65 added.

The largest buyer was Tiger Global Management, adding an estimated $93M. The largest seller was Fidelity Investments, cutting an estimated $90.3M.

  • 194 institutional investors held Apollo Global Management (APO) as of Q4 2018, down from 217 in Q3 2018.
  • Funds reported $3.65B of Apollo Global Management stock for Q4 2018, down 29% quarter-over-quarter.
  • 25 funds opened new Apollo Global Management positions in Q4 2018 and 47 closed out, a net change of -22 holders.
  • The largest Apollo Global Management buyer in Q4 2018 was Tiger Global Management, an estimated $93M added.
  • The largest Apollo Global Management seller in Q4 2018 was Fidelity Investments, an estimated $90.3M sold.

Based on aggregated 13F filings for Q4 2018.