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Apollo Global Management

616 hedge funds and large institutions have $19B invested in Apollo Global Management in 2022 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 225 increasing their positions, 87 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 87

120% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 104

37% more capital invested

Capital invested by funds: $13.8B → $19B (+$5.17B)

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

24% more funds holding

Funds holding: 496616 (+120)

3% less call options, than puts

Call options by funds: $317M | Put options by funds: $327M

23.88% less ownership

Funds ownership: 77.69%53.81% (-24%)

Holders
616
Holders Change
+120
Holders Change %
+24.19%
% of All Funds
9.72%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.52%
New
229
Increased
225
Reduced
87
Closed
104
Calls
$317M
Puts
$327M
Net Calls
-$10.1M
Net Calls Change
-$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B +$1.15B +17,476,830 +88%
Capital World Investors
2
Capital World Investors
California
$1.92B +$1.23B +18,681,592 +152%
BlackRock
3
BlackRock
New York
$1.5B +$392M +5,958,763 +33%
Capital International Investors
4
Capital International Investors
California
$974M +$636M +9,671,334 +160%
Morgan Stanley
5
Morgan Stanley
New York
$665M +$212M +3,225,323 +43%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$575M +$291M +4,426,790 +91%
State Street
7
State Street
Massachusetts
$498M +$252M +3,829,740 +91%
ClearBridge Investments
8
ClearBridge Investments
New York
$487M +$5.18M +78,795 +1%
EIG
9
EdgePoint Investment Group
Ontario, Canada
$448M +$114M +1,729,585 +32%
BWA
10
Brave Warrior Advisors
New York
$363M +$165M +2,506,378 +75%
Mariner
11
Mariner
Kansas
$354M +$375M +5,704,205 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$289M +$131M +1,990,204 +74%
Select Equity Group
13
Select Equity Group
New York
$280M +$52.3M +795,863 +21%
PI
14
Putnam Investments
Massachusetts
$279M +$6.88M +104,584 +2%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$261M -$18.8M -285,167 -6%
Goldman Sachs
16
Goldman Sachs
New York
$236M +$88.1M +1,338,866 +54%
Invesco
17
Invesco
Georgia
$219M -$234M -3,552,252 -50%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$218M +$231M +3,514,735 New
Norges Bank
19
Norges Bank
Norway
$214M +$195M +2,970,682 +627%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$209M +$173M +2,626,665 +355%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$203M +$11.4M +173,387 +6%
Legal & General Group
22
Legal & General Group
United Kingdom
$201M +$80.4M +1,222,935 +61%
BMO
23
Beck Mack & Oliver
New York
$197M +$2.07M +31,500 +1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$172M +$169M +2,576,938 +1,263%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$160M +$144M +2,196,552 +576%

APO Hedge Fund Activity: Q1 2022 in Review

616 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2022, worth a combined $19B — up 37% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new APO positions and 104 closed out — a net gain of 125 holders — while 225 added to existing stakes and 87 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was Tiger Global Management, cutting an estimated $370M.

  • 616 institutional investors held Apollo Global Management (APO) as of Q1 2022, up from 496 in Q4 2021.
  • Funds reported $19B of Apollo Global Management stock for Q1 2022, up 37% quarter-over-quarter.
  • 229 funds opened new Apollo Global Management positions in Q1 2022 and 104 closed out, a net change of +125 holders.
  • The largest Apollo Global Management buyer in Q1 2022 was Capital World Investors, an estimated $1.23B added.
  • The largest Apollo Global Management seller in Q1 2022 was Tiger Global Management, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2022.