Apollo Global Management (apo 6.75 07/31/26)Preferred / convertible
13F holders, Q3 2024 (September 30)74holders +8
10new positions
2sold out
3famous investors
$58.09avg. 13F price*
At the end of Q3 2024, 74 institutions reported holding Apollo Global Management (apo 6.75 07/31/26) in their 13F filings, up 8 from Q2 2024. 10 opened new positions and 2 sold out. The largest holders were Voya Investment Management LLC ($271.3M), BlackRock, Inc. ($186.6M) and Franklin Resources Inc. ($183.4M). 3 famous investors held it, including Dan Loeb ( of Third Point's portfolio), David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Israel Englander ( of Millennium Management's portfolio).
- Company
- Apollo Global Management (apo 6.75 07/31/26)
- CUSIP
- 03769M304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $63.6M |
| Exits | 2 | $8.2M |
All 13F filers, Q2 2024 → Q3 2024: 2,847,788 shares bought and 2,883,827 shares sold, net −36,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Voya Investment Management LLC | — | Reduce -20.2% | 3,990,000 | $271.3M |
| BlackRock, Inc. | — | — | 2,744,051 | $186.6M |
| Franklin Resources Inc. | — | Add +2.6% | 2,404,312 | $183.4M |
| Calamos Advisors LLC | — | Reduce -4.3% | 1,739,068 | $118.2M |
| Advent Capital Management | — | Add +30.1% | 1,461,117 | $99.0M |
| Victory Capital Management Inc. | — | Reduce -15.2% | 1,242,138 | $84.5M |
| Norges Bank | — | No change | 1,200,000 | $81.6M |
| Capital International Investors | — | No change | 970,400 | $66.0M |
| Sculptor Capital LP | — | Add +513.1% | 924,616 | $62.9M |
| Third Point | — | No change | 900,000 | $61.2M |
| Ameriprise Financial Inc. | — | Reduce -0.8% | 820,330 | $56.0M |
| Jane Street Group, LLC | — | Reduce -19.6% | 813,593 | $55.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +7.9% | 750,738 | $51.0M |
| MacKay Shields LLC | — | Add +0.1% | 740,081 | $50.6M |
| Clearbridge Investments, LLC | — | Add +6.8% | 736,857 | $50.1M |
| Two Sigma Investments, LP | — | New | 700,000 | $47.6M |
| FMR LLC | — | Add +49.8% | 686,800 | $46.9M |
| Sona Asset Management (us) LLC | — | Reduce -3.7% | 650,000 | $44.2M |
| State Street Corp. | — | Reduce -0.2% | 417,300 | $28.5M |
| Bank of America Corp. | — | Reduce -13.4% | 378,648 | $25.7M |
| Ssi Investment Management LLC | — | Add +8.7% | 337,430 | $23.0M |
| Pier 88 Investment Partners LLC | — | Reduce -2.3% | 324,200 | $22.0M |
| Barclays PLC | — | Reduce -30.8% | 315,217 | $21.4M |
| Thrivent Financial for Lutherans | — | Reduce -18.2% | 252,568 | $17.3M |
| Morgan Stanley | — | Add +167.6% | 244,754 | $16.6M |
| Loomis Sayles & Co. L P | — | Reduce -43.4% | 116,105 | $14.5M |
| Alberta Investment Management Corp | — | No change | 175,000 | $11.9M |
| Wells Fargo & Company | — | Add +341.6% | 149,951 | $10.2M |
| Susquehanna International Group, LLP | — | Add +25.0% | 125,000 | $8.5M |
| Invesco Ltd. | — | No change | 121,650 | $8.3M |
| Russell Investments Group, Ltd. | — | Reduce -0.6% | 5,311,400 | $7.2M |
| Citigroup Inc. | — | No change | 104,224 | $7.1M |
| CSS LLC | — | New | 100,567 | $6.9M |
| D. E. Shaw & Co. | — | New | 100,000 | $6.8M |
| Lord, Abbett & Co. LLC | — | Reduce -80.3% | 93,430 | $6.4M |
| Rational Advisors, Inc. | — | Reduce -7.7% | 91,900 | $6.2M |
| BlueCrest Capital Management Ltd | — | Reduce -40.5% | 79,790 | $5.4M |
| Penserra Capital Management LLC | — | Add +439.4% | 74,431 | $5.1M |
| JPMorgan Chase & Co. | — | Reduce -35.7% | 66,712 | $4.5M |
| Laffer Tengler Investments, Inc. | — | Add +0.6% | 61,110 | $4.2M |
| Federated Hermes, Inc. | — | No change | 60,000 | $4.1M |
| Neuberger Berman Group LLC | — | Reduce -2.9% | 58,926 | $4.0M |
| Agf Management Ltd. | — | Add +9.1% | 48,000 | $3.3M |
| Morse Asset Management, Inc | — | Add +5.1% | 48,295 | $3.2M |
| American Century Companies Inc. | — | Add +36.0% | 41,088 | $2.8M |
| Wolverine Asset Management LLC | — | Reduce -41.5% | 39,147 | $2.7M |
| Paloma Partners Management Co | — | Reduce -19.8% | 32,500 | $2.2M |
| Camden Asset Management L P | — | Reduce -91.0% | 31,000 | $2.1M |
| AEGON USA Investment Management, LLC | — | Reduce -10.9% | 28,913 | $2.0M |
| Infrastructure Capital Advisors, LLC | — | Add +170.3% | 23,519 | $1.6M |
| Palisade Capital Management, LP | — | No change | 19,820 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | — | No change | 15,000 | $1.0M |
| Financial Management Network Inc. | — | New | 7,303 | $988K |
| Central Pacific Bank - Trust Division | — | Add +10.8% | 14,120 | $960K |
| Oppenheimer & Co. Inc. | — | Reduce -12.2% | 12,380 | $842K |
| First Hawaiian Bank | — | Add +14.2% | 10,745 | $731K |
| Calamos Wealth Management LLC | — | Reduce -0.5% | 10,443 | $710K |
| Goldman Sachs Group Inc. | — | No change | 9,256 | $629K |
| Capital International, Inc. | — | No change | 6,900 | $469K |
| Skaana Management L.P. | — | New | 5,172 | $352K |
| Sei Investments Co. | — | No change | 5,150 | $350K |
| Millennium Management | — | New | 4,682 | $332K |
| &partners | — | New | 4,335 | $295K |
| Raymond James Trust N.A. | — | New | 3,800 | $258K |
| Oppenheimer Asset Management Inc. | — | Reduce -5.4% | 3,198 | $217K |
| Lazard Asset Management LLC | — | No change | 2,652 | $180K |
| Tower Research Capital LLC (TRC) | — | New | 890 | $61K |
| Colonial Trust Advisors | — | No change | 696 | $47K |
| Lanark Financial, Inc. | — | No change | 375 | $25K |
| UBS Group AG | — | Add +129.0% | 213 | $14K |
| Comerica Bank | — | Add +116.7% | 91 | $6K |
| US Bancorp \de | — | New | 85 | $6K |
| Rothschild Investment LLC | — | No change | 59 | $4K |
| Alken Asset Management Ltd | — | No change | 20,600 | $1K |
"% of holder's portfolio" is APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26)'s weight in each manager's 13F, not the share of Apollo Global Management (apo 6.75 07/31/26) the manager owns.