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Apollo Global Management

361 hedge funds and large institutions have $8.47B invested in Apollo Global Management in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 99 increasing their positions, 99 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 61

57% more capital invested

Capital invested by funds: $5.39B → $8.47B (+$3.08B)

24% more call options, than puts

Call options by funds: $163M | Put options by funds: $131M

14% more funds holding

Funds holding: 317361 (+44)

4.52% more ownership

Funds ownership: 69.58%74.11% (+4.5%)

0% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 99

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
361
Holders Change
+44
Holders Change %
+13.88%
% of All Funds
7.4%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.25%
New
108
Increased
99
Reduced
99
Closed
61
Calls
$163M
Puts
$131M
Net Calls
+$31.9M
Net Calls Change
+$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$1.69B
Vanguard Group
2
Vanguard Group
Pennsylvania
$913M +$23.8M +543,457 +3%
Capital World Investors
3
Capital World Investors
California
$561M +$29.9M +680,683 +6%
BlackRock
4
BlackRock
New York
$479M +$216M +4,928,680 +106%
Invesco
5
Invesco
Georgia
$475M +$37.1M +845,455 +10%
ClearBridge Investments
6
ClearBridge Investments
New York
$379M +$17.2M +392,087 +5%
Capital International Investors
7
Capital International Investors
California
$275M +$39M +889,229 +19%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$233M +$64.6M +1,471,093 +46%
PI
9
Putnam Investments
Massachusetts
$198M -$731K -16,665 -0.4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$187M +$9.85M +224,356 +6%
BMO
11
Beck Mack & Oliver
New York
$168M -$3.13M -71,290 -2%
State Street
12
State Street
Massachusetts
$165M +$140M +3,183,761 +2,707%
Bank of America
13
Bank of America
North Carolina
$160M -$3.5M -79,660 -2%
Morgan Stanley
14
Morgan Stanley
New York
$101M -$32M -729,934 -27%
ZIG
15
Zurich Insurance Group
Switzerland
$99.5M +$18.3M +416,314 +26%
Legal & General Group
16
Legal & General Group
United Kingdom
$99.5M +$26.8M +610,122 +44%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$98.8M +$20.4M +463,887 +31%
MMH
18
Menora Mivtachim Holdings
Israel
$95.2M -$34.2M -779,826 -29%
TCM
19
TimesSquare Capital Management
New York
$73.4M -$10.2M -232,800 -14%
Federated Hermes
20
Federated Hermes
Pennsylvania
$62.3M -$505K -11,514 -0.9%
Northern Trust
21
Northern Trust
Illinois
$58M +$32.4M +737,831 +174%
AAMU
22
Amundi Asset Management US
Massachusetts
$54.5M +$2.41M +55,011 +5%
MG
23
Markel Group
Virginia
$50.5M
MC
24
MIG Capital
California
$47.8M
Goldman Sachs
25
Goldman Sachs
New York
$47.6M -$37.2M -848,246 -47%

APO Hedge Fund Activity: Q2 2020 in Review

361 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q2 2020, worth a combined $8.47B — up 57% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new APO positions and 61 closed out — a net gain of 47 holders — while 99 added to existing stakes and 99 trimmed.

The largest buyer was BlackRock, adding an estimated $216M. The largest seller was Fidelity Investments, cutting an estimated $95.5M.

  • 361 institutional investors held Apollo Global Management (APO) as of Q2 2020, up from 317 in Q1 2020.
  • Funds reported $8.47B of Apollo Global Management stock for Q2 2020, up 57% quarter-over-quarter.
  • 108 funds opened new Apollo Global Management positions in Q2 2020 and 61 closed out, a net change of +47 holders.
  • The largest Apollo Global Management buyer in Q2 2020 was BlackRock, an estimated $216M added.
  • The largest Apollo Global Management seller in Q2 2020 was Fidelity Investments, an estimated $95.5M sold.

Based on aggregated 13F filings for Q2 2020.