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Apollo Global Management

260 hedge funds and large institutions have $5.79B invested in Apollo Global Management in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 49 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 34

19% more funds holding

Funds holding: 218260 (+42)

17% more call options, than puts

Call options by funds: $148M | Put options by funds: $126M

16% more capital invested

Capital invested by funds: $5B → $5.79B (+$792M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3.85% less ownership

Funds ownership: 72.66%68.81% (-3.8%)

38% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 79

Holders
260
Holders Change
+42
Holders Change %
+19.27%
% of All Funds
5.7%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
79
Increased
49
Reduced
79
Closed
34
Calls
$148M
Puts
$126M
Net Calls
+$21.6M
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$1.42B
Vanguard Group
2
Vanguard Group
Pennsylvania
$503M +$484M +13,296,798 New
Capital World Investors
3
Capital World Investors
California
$402M -$569K -15,649 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$230M +$16.5M +452,850 +8%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$226M +$65.3M +1,793,670 +43%
Invesco
6
Invesco
Georgia
$197M +$127M +3,500,812 +205%
ClearBridge Investments
7
ClearBridge Investments
New York
$197M +$185M +5,087,586 +4,654%
Goldman Sachs
8
Goldman Sachs
New York
$171M -$116M -3,175,772 -41%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$165M +$24.9M +685,575 +19%
Capital International Investors
10
Capital International Investors
California
$152M +$35.6K +978 +0%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$147M -$1.74M -47,914 -1%
Bank of America
12
Bank of America
North Carolina
$135M -$8.31M -228,442 -6%
BMO
13
Beck Mack & Oliver
New York
$131M -$2.86M -78,517 -2%
TCM
14
TimesSquare Capital Management
New York
$117M -$26.8M -737,625 -19%
JP Morgan Chase
15
JP Morgan Chase
New York
$110M -$109M -3,002,229 -51%
N
16
Natixis
France
$77.2M +$74.3M +2,042,300 New
N
17
Nuveen
North Carolina
$71M +$48.2M +1,323,300 +239%
Morgan Stanley
18
Morgan Stanley
New York
$69.7M -$230M -6,323,338 -77%
SC
19
Samlyn Capital
New York
$56.3M +$54.2M +1,489,436 New
UBS Group
20
UBS Group
Switzerland
$55.5M -$131M -3,609,229 -71%
Citigroup
21
Citigroup
New York
$54.8M -$11.5M -316,004 -18%
PC
22
PM Capital
Australia
$53.1M -$291K -8,000 -0.6%
CS
23
Credit Suisse
Switzerland
$51.6M +$4.52M +124,233 +10%
Legal & General Group
24
Legal & General Group
United Kingdom
$46.8M +$7.62M +209,325 +20%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$46.6M -$2.88M -79,100 -6%

APO Hedge Fund Activity: Q3 2019 in Review

260 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2019, worth a combined $5.79B — up 16% from $5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new APO positions and 34 closed out — a net gain of 45 holders — while 49 added to existing stakes and 79 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $484M. The largest seller was Morgan Stanley, cutting an estimated $230M.

  • 260 institutional investors held Apollo Global Management (APO) as of Q3 2019, up from 218 in Q2 2019.
  • Funds reported $5.79B of Apollo Global Management stock for Q3 2019, up 16% quarter-over-quarter.
  • 79 funds opened new Apollo Global Management positions in Q3 2019 and 34 closed out, a net change of +45 holders.
  • The largest Apollo Global Management buyer in Q3 2019 was Vanguard Group, an estimated $484M added.
  • The largest Apollo Global Management seller in Q3 2019 was Morgan Stanley, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2019.