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Apollo Global Management

655 hedge funds and large institutions have $19.6B invested in Apollo Global Management in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $308M | Put options by funds: $213M

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 244

1.32% less ownership

Funds ownership: 55.78%54.45% (-1.3%)

3% less funds holding

Funds holding: 674655 (-19)

7% less capital invested

Capital invested by funds: $21.2B → $19.6B (-$1.59B)

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

Holders
655
Holders Change
-19
Holders Change %
-2.82%
% of All Funds
10.44%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
68
Increased
221
Reduced
244
Closed
75
Calls
$308M
Puts
$213M
Net Calls
+$95.2M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.55B +$301M +4,487,452 +13%
Capital World Investors
2
Capital World Investors
California
$1.93B +$709K +10,594 +0%
BlackRock
3
BlackRock
New York
$1.74B -$219M -3,264,843 -11%
Capital International Investors
4
Capital International Investors
California
$865M +$8.13M +121,369 +0.9%
State Street
5
State Street
Massachusetts
$600M +$12.3M +184,378 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$558M +$259M +3,872,458 +78%
ClearBridge Investments
7
ClearBridge Investments
New York
$549M -$332K -4,961 -0.1%
BWA
8
Brave Warrior Advisors
New York
$500M -$1.73M -25,796 -0.3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$493M +$55.4M +827,935 +12%
Morgan Stanley
10
Morgan Stanley
New York
$459M -$170M -2,539,720 -26%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$377M +$13.6M +203,357 +4%
PI
12
Putnam Investments
Massachusetts
$363M +$27.5M +410,571 +8%
Select Equity Group
13
Select Equity Group
New York
$359M +$2.33M +34,853 +0.6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$308M -$123M -1,830,192 -27%
Norges Bank
15
Norges Bank
Norway
$302M -$28.6M -427,139 -8%
EIG
16
EdgePoint Investment Group
Ontario, Canada
$286M -$165M -2,470,265 -35%
Legal & General Group
17
Legal & General Group
United Kingdom
$249M -$19.6M -292,354 -7%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$246M +$12.1M +181,193 +5%
Mariner
19
Mariner
Kansas
$230M -$137M -2,050,197 -36%
BMO
20
Beck Mack & Oliver
New York
$196M -$676K -10,089 -0.3%
SOMRS
21
State of Michigan Retirement System
Michigan
$187M +$65.3M +975,000 +49%
Northern Trust
22
Northern Trust
Illinois
$183M +$3M +44,817 +2%
Goldman Sachs
23
Goldman Sachs
New York
$170M -$22.2M -331,984 -11%
Tiger Global Management
24
Tiger Global Management
New York
$165M +$133M +1,986,984 +316%
CWP
25
Curated Wealth Partners
California
$157M -$6.6M -98,538 -4%

APO Hedge Fund Activity: Q1 2023 in Review

655 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2023, worth a combined $19.6B — down 7.5% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of APO and 68 opened new positions — a net loss of 7 holders — while 244 trimmed existing stakes and 221 added.

The largest buyer was Vanguard Group, adding an estimated $301M. The largest seller was BlackRock, cutting an estimated $219M.

  • 655 institutional investors held Apollo Global Management (APO) as of Q1 2023, down from 674 in Q4 2022.
  • Funds reported $19.6B of Apollo Global Management stock for Q1 2023, down 7.5% quarter-over-quarter.
  • 68 funds opened new Apollo Global Management positions in Q1 2023 and 75 closed out, a net change of -7 holders.
  • The largest Apollo Global Management buyer in Q1 2023 was Vanguard Group, an estimated $301M added.
  • The largest Apollo Global Management seller in Q1 2023 was BlackRock, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2023.