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Apollo Global Management

496 hedge funds and large institutions have $13.8B invested in Apollo Global Management in 2021 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 178 increasing their positions, 112 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 112

28% more call options, than puts

Call options by funds: $315M | Put options by funds: $246M

12% more capital invested

Capital invested by funds: $12.4B → $13.8B (+$1.44B)

7% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 119

0% more funds holding

Funds holding: 494496 (+2)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

7.82% less ownership

Funds ownership: 85.5%77.69% (-7.8%)

Holders
496
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
7.63%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.38%
New
127
Increased
178
Reduced
112
Closed
119
Calls
$315M
Puts
$246M
Net Calls
+$69.5M
Net Calls Change
+$73.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B +$58.2M +806,283 +4%
BlackRock
2
BlackRock
New York
$1.33B +$125M +1,725,787 +10%
Capital World Investors
3
Capital World Investors
California
$893M +$4.18K +58 +0%
ClearBridge Investments
4
ClearBridge Investments
New York
$564M +$19.7M +273,494 +4%
Morgan Stanley
5
Morgan Stanley
New York
$543M +$154M +2,130,102 +40%
Invesco
6
Invesco
Georgia
$513M +$7.87M +109,087 +2%
Tiger Global Management
7
Tiger Global Management
New York
$461M -$1.15B -15,993,288 -72%
Capital International Investors
8
Capital International Investors
California
$438M +$3.39K +47 +0%
EIG
9
EdgePoint Investment Group
Ontario, Canada
$401M +$53.8M +745,559 +16%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$351M +$91.5M +1,268,431 +35%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$326M -$32.8M -454,970 -9%
PI
12
Putnam Investments
Massachusetts
$318M +$1.1M +15,219 +0.3%
State Street
13
State Street
Massachusetts
$304M +$40.6M +562,834 +15%
Charles Schwab
14
Charles Schwab
California
$272M +$41M +568,855 +18%
Select Equity Group
15
Select Equity Group
New York
$270M +$223M +3,087,922 +487%
BWA
16
Brave Warrior Advisors
New York
$242M +$60.5M +839,093 +33%
BMO
17
Beck Mack & Oliver
New York
$228M -$147K -2,031 -0.1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$225M +$41.1M +569,117 +22%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$193M +$23.8M +330,131 +14%
Goldman Sachs
20
Goldman Sachs
New York
$179M +$83M +1,151,016 +87%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$164M -$4.77M -66,161 -3%
Bank of America
22
Bank of America
North Carolina
$149M -$28M -388,055 -16%
Legal & General Group
23
Legal & General Group
United Kingdom
$146M -$1.41M -19,560 -1%
SIG
24
Senator Investment Group
New York
$145M -$43.3M -600,000 -23%
Renaissance Technologies
25
Renaissance Technologies
New York
$143M +$143M +1,977,134 New

APO Hedge Fund Activity: Q4 2021 in Review

496 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2021, worth a combined $13.8B — up 12% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new APO positions and 119 closed out — a net gain of 8 holders — while 178 added to existing stakes and 112 trimmed.

The largest buyer was Select Equity Group, adding an estimated $223M. The largest seller was Tiger Global Management, cutting an estimated $1.15B.

  • 496 institutional investors held Apollo Global Management (APO) as of Q4 2021, up from 494 in Q3 2021.
  • Funds reported $13.8B of Apollo Global Management stock for Q4 2021, up 12% quarter-over-quarter.
  • 127 funds opened new Apollo Global Management positions in Q4 2021 and 119 closed out, a net change of +8 holders.
  • The largest Apollo Global Management buyer in Q4 2021 was Select Equity Group, an estimated $223M added.
  • The largest Apollo Global Management seller in Q4 2021 was Tiger Global Management, an estimated $1.15B sold.

Based on aggregated 13F filings for Q4 2021.