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Apollo Global Management

842 hedge funds and large institutions have $31.8B invested in Apollo Global Management in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 293 increasing their positions, 264 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 53

18% more call options, than puts

Call options by funds: $669M | Put options by funds: $569M

11% more funds holding

Funds holding: 758842 (+84)

11% more capital invested

Capital invested by funds: $28.7B → $31.8B (+$3.17B)

11% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 264

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3.86% more ownership

Funds ownership: 56.35%60.21% (+3.9%)

Holders
842
Holders Change
+84
Holders Change %
+11.08%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.71%
New
147
Increased
293
Reduced
264
Closed
53
Calls
$669M
Puts
$569M
Net Calls
+$99.8M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.82B +$66.3M +750,781 +2%
Capital World Investors
2
Capital World Investors
California
$2.95B +$1.1M +12,485 +0%
BlackRock
3
BlackRock
New York
$2.51B +$23.4M +265,201 +1%
Morgan Stanley
4
Morgan Stanley
New York
$1.28B +$623M +7,059,529 +106%
Tiger Global Management
5
Tiger Global Management
New York
$1.14B
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.1B +$160M +1,807,359 +18%
Capital International Investors
7
Capital International Investors
California
$1B +$19.3M +218,566 +2%
State Street
8
State Street
Massachusetts
$961M +$45.4M +514,333 +5%
ClearBridge Investments
9
ClearBridge Investments
New York
$801M -$27.5M -310,988 -3%
NPT
10
National Philanthropic Trust
Pennsylvania
$747M +$708M +8,018,924 New
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$675M -$97M -1,099,190 -13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$631M +$28.5M +322,535 +5%
Norges Bank
13
Norges Bank
Norway
$586M +$107M +1,211,420 +24%
PI
14
Putnam Investments
Massachusetts
$553M +$14.5M +164,400 +3%
BWA
15
Brave Warrior Advisors
New York
$420M -$202M -2,286,975 -34%
Millennium Management
16
Millennium Management
New York
$390M +$202M +2,282,408 +120%
Mariner
17
Mariner
Kansas
$340M +$283K +3,210 +0.1%
Legal & General Group
18
Legal & General Group
United Kingdom
$330M -$22.4M -254,103 -7%
Select Equity Group
19
Select Equity Group
New York
$327M -$39.9M -451,900 -11%
Capital Research Global Investors
20
Capital Research Global Investors
California
$315M -$4.39M -49,704 -1%
BMO
21
Beck Mack & Oliver
New York
$287M -$32.1K -364 -0%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$274M +$22.3M +253,101 +9%
Northern Trust
23
Northern Trust
Illinois
$253M -$22M -249,672 -8%
Goldman Sachs
24
Goldman Sachs
New York
$237M +$9.29M +105,239 +4%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$229M +$212M +2,402,686 +4,249%

APO Hedge Fund Activity: Q4 2023 in Review

842 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q4 2023, worth a combined $31.8B — up 11% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new APO positions and 53 closed out — a net gain of 94 holders — while 293 added to existing stakes and 264 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $366M sold.

  • 842 institutional investors held Apollo Global Management (APO) as of Q4 2023, up from 758 in Q3 2023.
  • Funds reported $31.8B of Apollo Global Management stock for Q4 2023, up 11% quarter-over-quarter.
  • 147 funds opened new Apollo Global Management positions in Q4 2023 and 53 closed out, a net change of +94 holders.
  • The largest Apollo Global Management buyer in Q4 2023 was Morgan Stanley, an estimated $623M added.
  • The largest Apollo Global Management seller in Q4 2023 was EdgePoint Investment Group, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.