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Apollo Global Management

318 hedge funds and large institutions have $7.71B invested in Apollo Global Management in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 38

33% more capital invested

Capital invested by funds: $5.79B → $7.71B (+$1.92B)

22% more funds holding

Funds holding: 260318 (+58)

3.54% more ownership

Funds ownership: 68.81%72.36% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

18% less call options, than puts

Call options by funds: $159M | Put options by funds: $192M

Holders
318
Holders Change
+58
Holders Change %
+22.31%
% of All Funds
6.27%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.24%
New
104
Increased
86
Reduced
79
Closed
38
Calls
$159M
Puts
$192M
Net Calls
-$33.8M
Net Calls Change
-$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$1.8B
Vanguard Group
2
Vanguard Group
Pennsylvania
$827M +$173M +4,045,148 +30%
Capital World Investors
3
Capital World Investors
California
$563M +$49.1M +1,149,536 +11%
ClearBridge Investments
4
ClearBridge Investments
New York
$318M +$63M +1,475,275 +28%
Invesco
5
Invesco
Georgia
$272M +$21M +491,350 +9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$201M +$14.5M +340,334 +9%
BlackRock
7
BlackRock
New York
$195M +$174M +4,080,231 +23,669%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$185M -$93.7M -2,196,666 -36%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$182M -$22.9M -537,492 -12%
Bank of America
10
Bank of America
North Carolina
$167M -$2.93M -68,689 -2%
BMO
11
Beck Mack & Oliver
New York
$163M -$1.11M -26,086 -0.8%
JP Morgan Chase
12
JP Morgan Chase
New York
$147M +$6.96M +163,161 +6%
PI
13
Putnam Investments
Massachusetts
$143M +$93M +2,180,569 +267%
Citigroup
14
Citigroup
New York
$138M +$61.5M +1,440,454 +99%
TCM
15
TimesSquare Capital Management
New York
$117M -$27.4M -642,125 -21%
Swedbank
16
Swedbank
Sweden
$108M +$96.9M +2,270,000 New
Morgan Stanley
17
Morgan Stanley
New York
$102M +$12.5M +293,433 +16%
Capital International Investors
18
Capital International Investors
California
$99.4M -$82.2M -1,925,978 -48%
Goldman Sachs
19
Goldman Sachs
New York
$99.2M -$104M -2,434,959 -54%
SC
20
Samlyn Capital
New York
$95M +$21.4M +502,134 +34%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$70.7M +$63.2M +1,482,213 New
Legal & General Group
22
Legal & General Group
United Kingdom
$64.5M +$4.98M +116,815 +9%
PC
23
PM Capital
Australia
$62.9M -$3.63M -85,000 -6%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$57M -$397K -9,300 -0.8%
JCM
25
Junto Capital Management
New York
$52.9M +$47.3M +1,109,575 New

APO Hedge Fund Activity: Q4 2019 in Review

318 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2019, worth a combined $7.71B — up 33% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new APO positions and 38 closed out — a net gain of 66 holders — while 86 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $174M. The largest seller was Bank of Montreal, cutting an estimated $254M.

  • 318 institutional investors held Apollo Global Management (APO) as of Q4 2019, up from 260 in Q3 2019.
  • Funds reported $7.71B of Apollo Global Management stock for Q4 2019, up 33% quarter-over-quarter.
  • 104 funds opened new Apollo Global Management positions in Q4 2019 and 38 closed out, a net change of +66 holders.
  • The largest Apollo Global Management buyer in Q4 2019 was BlackRock, an estimated $174M added.
  • The largest Apollo Global Management seller in Q4 2019 was Bank of Montreal, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2019.