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AFT

Apollo Senior Floating Rate Fund Inc.
AFT

Delisted

AFT was delisted on the 19th of July, 2024.

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47 hedge funds and large institutions have $68.4M invested in Apollo Senior Floating Rate Fund Inc. in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $65.3M → $68.4M (+$3.06M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

18% less funds holding

Funds holding: 57 → 47 (-10)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
47
Holders Change
-10
Holders Change %
-17.54%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
13
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.07M
2
SWRP
Summit Wealth & Retirement Planning
California
+$704K
3
Invesco
Invesco
Georgia
+$355K
4
AC
Almitas Capital
California
+$217K
5
Wells Fargo
Wells Fargo
California
+$191K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.72M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.06M
3
LSC
Logan Stone Capital
Illinois
-$938K
4
WAM
Wolverine Asset Management
Illinois
-$869K
5
CCP
Clough Capital Partners
Massachusetts
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Almitas Capital
California
$212K +$217K +16,801 New
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$208K – – –
WAM
28
Wolverine Asset Management
Illinois
$198K -$869K -67,321 -81%
ZA
29
Zazove Associates
Nevada
$183K – – –
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$176K +$38.7K +3,000 +27%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$166K -$5.05K -391 -3%
JRCM
32
Jones Road Capital Management
New York
$164K +$167K +12,959 New
MWM
33
Melfa Wealth Management
Massachusetts
$143K +$2.45K +190 +2%
WCMNY
34
Westchester Capital Management (New York)
New York
$141K – – –
FFA
35
First Foundation Advisors
California
$139K – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$77K – – –
CIA
37
Cape Investment Advisory
Georgia
$39.8K +$40.7K +3,150 New
AIM
38
Anchor Investment Management
South Carolina
$34.1K – – –
AWM
39
Accel Wealth Management
Iowa
$27.5K +$710 +55 +3%
BAM
40
Baldrige Asset Management
Pennsylvania
$17K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$12.6K – – –
AAS
42
Ameritas Advisory Services
Nebraska
$11.4K +$11.6K +900 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$4.91K – – –
NA
44
NewEdge Advisors
Louisiana
$3.79K – – –
RCM
45
Robinson Capital Management
Michigan
$1.59K – – –
BWA
46
BDO Wealth Advisors
Florida
$1.25K +$1.28K +99 New
EWA
47
EverSource Wealth Advisors
Alabama
$341 – – –
SFS
48
Shaker Financial Services
Virginia
– -$1.72M -138,990 Closed
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
– -$1.06M -85,985 Closed
CCP
50
Clough Capital Partners
Massachusetts
– -$594K -48,100 Closed
1
2
3

AFT Hedge Fund Activity: Q1 2023 in Review

47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Senior Floating Rate Fund Inc. (AFT) for Q1 2023, worth a combined $68.4M — up 4.7% from $65.3M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AFT and 5 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $7.07M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.72M sold.

  • 47 institutional investors held Apollo Senior Floating Rate Fund Inc. (AFT) as of Q1 2023, down from 57 in Q4 2022.
  • Funds reported $68.4M of Apollo Senior Floating Rate Fund Inc. stock for Q1 2023, up 4.7% quarter-over-quarter.
  • 5 funds opened new Apollo Senior Floating Rate Fund Inc. positions in Q1 2023 and 14 closed out, a net change of -9 holders.
  • The largest Apollo Senior Floating Rate Fund Inc. buyer in Q1 2023 was Morgan Stanley, an estimated $7.07M added.
  • The largest Apollo Senior Floating Rate Fund Inc. seller in Q1 2023 was Shaker Financial Services, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2023.