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Apollo Global Management

694 hedge funds and large institutions have $24.5B invested in Apollo Global Management in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 213 increasing their positions, 241 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

48% more call options, than puts

Call options by funds: $429M | Put options by funds: $289M

25% more capital invested

Capital invested by funds: $19.6B → $24.5B (+$4.87B)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

6% more funds holding

Funds holding: 655694 (+39)

1.81% more ownership

Funds ownership: 54.45%56.26% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 241

Holders
694
Holders Change
+39
Holders Change %
+5.95%
% of All Funds
10.9%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.64%
New
109
Increased
213
Reduced
241
Closed
66
Calls
$429M
Puts
$289M
Net Calls
+$140M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.09B -$6.64M -99,287 -0.2%
Capital World Investors
2
Capital World Investors
California
$2.35B -$974K -14,560 -0%
BlackRock
3
BlackRock
New York
$2.15B +$37.7M +564,330 +2%
Capital International Investors
4
Capital International Investors
California
$1.05B +$1.07M +16,030 +0.1%
Tiger Global Management
5
Tiger Global Management
New York
$948M +$650M +9,726,058 +372%
State Street
6
State Street
Massachusetts
$747M +$14.6M +218,332 +2%
ClearBridge Investments
7
ClearBridge Investments
New York
$719M +$44.9M +672,103 +8%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$659M +$51.3M +767,020 +10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$642M -$31.1M -465,841 -5%
BWA
10
Brave Warrior Advisors
New York
$605M -$2.39M -35,755 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$530M -$24M -358,656 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$481M +$19.7M +294,478 +5%
PI
13
Putnam Investments
Massachusetts
$451M +$8.28M +123,769 +2%
Norges Bank
14
Norges Bank
Norway
$393M +$22.9M +341,885 +7%
Select Equity Group
15
Select Equity Group
New York
$381M -$48.5M -725,668 -13%
EIG
16
EdgePoint Investment Group
Ontario, Canada
$349M +$871K +13,026 +0.3%
Legal & General Group
17
Legal & General Group
United Kingdom
$309M +$6M +89,757 +2%
Mariner
18
Mariner
Kansas
$279M +$241K +3,599 +0.1%
Capital Research Global Investors
19
Capital Research Global Investors
California
$263M +$229M +3,426,370 New
BMO
20
Beck Mack & Oliver
New York
$239M +$247K +3,692 +0.1%
Northern Trust
21
Northern Trust
Illinois
$222M +$188K +2,805 +0.1%
SOMRS
22
State of Michigan Retirement System
Michigan
$216M -$10M -150,000 -5%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$207M -$80.9M -1,209,811 -31%
Goldman Sachs
24
Goldman Sachs
New York
$193M -$12.1M -181,105 -7%
CWP
25
Curated Wealth Partners
California
$191M +$134 +2 +0%