We are live on ! Find out more
APO icon

Apollo Global Management

440 hedge funds and large institutions have $8.61B invested in Apollo Global Management in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 156 increasing their positions, 111 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

41% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 111

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

10% more funds holding

Funds holding: 399440 (+41)

5.06% more ownership

Funds ownership: 73.88%78.95% (+5.1%)

4% more capital invested

Capital invested by funds: $8.29B → $8.61B (+$322M)

20% less call options, than puts

Call options by funds: $139M | Put options by funds: $173M

Holders
440
Holders Change
+41
Holders Change %
+10.28%
% of All Funds
7.73%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
96
Increased
156
Reduced
111
Closed
49
Calls
$139M
Puts
$173M
Net Calls
-$33.7M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$1.64B +$48.7M +1,000,000 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$887M +$60.9M +1,250,853 +7%
Capital World Investors
3
Capital World Investors
California
$578M +$18.3M +375,632 +3%
BlackRock
4
BlackRock
New York
$495M +$52.8M +1,085,847 +11%
ClearBridge Investments
5
ClearBridge Investments
New York
$365M -$18.1M -372,117 -5%
Capital International Investors
6
Capital International Investors
California
$261M +$30.6K +628 +0%
PI
7
Putnam Investments
Massachusetts
$194M +$24.6M +506,232 +14%
Invesco
8
Invesco
Georgia
$166M -$201M -4,121,736 -54%
State Street
9
State Street
Massachusetts
$150M -$5.61M -115,394 -3%
BMO
10
Beck Mack & Oliver
New York
$142M -$6.53M -134,294 -4%
Morgan Stanley
11
Morgan Stanley
New York
$140M +$9.16M +188,235 +7%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$137M -$50.4M -1,035,533 -26%
Charles Schwab
13
Charles Schwab
California
$119M +$80.5M +1,654,680 +190%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$118M +$5.18M +106,432 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$106M +$13.2M +270,993 +14%
Legal & General Group
16
Legal & General Group
United Kingdom
$104M -$5.46M -112,182 -5%
AllianceBernstein
17
AllianceBernstein
Tennessee
$102M +$48.3M +992,510 +85%
ZIG
18
Zurich Insurance Group
Switzerland
$91.1M -$14.5M -297,885 -13%
HRCM
19
Hawk Ridge Capital Management
California
$85.1M +$39.4M +809,498 +81%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$75.8M +$58.5M +1,201,565 +293%
Norges Bank
21
Norges Bank
Norway
$73.7M -$1.57M -32,362 -2%
Bank of America
22
Bank of America
North Carolina
$68.3M -$11.2M -230,383 -14%
PC
23
PM Capital
Australia
$63.7M +$28.3M +581,391 +75%
Citadel Advisors
24
Citadel Advisors
Florida
$63.5M +$63M +1,294,655 +2,300%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$61.5M -$2.65M -54,436 -4%

APO Hedge Fund Activity: Q1 2021 in Review

440 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2021, worth a combined $8.61B — up 3.9% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new APO positions and 49 closed out — a net gain of 47 holders — while 156 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $201M.

  • 440 institutional investors held Apollo Global Management (APO) as of Q1 2021, up from 399 in Q4 2020.
  • Funds reported $8.61B of Apollo Global Management stock for Q1 2021, up 3.9% quarter-over-quarter.
  • 96 funds opened new Apollo Global Management positions in Q1 2021 and 49 closed out, a net change of +47 holders.
  • The largest Apollo Global Management buyer in Q1 2021 was Charles Schwab, an estimated $80.5M added.
  • The largest Apollo Global Management seller in Q1 2021 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2021.