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AFT

Apollo Senior Floating Rate Fund Inc.

Delisted

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

51 hedge funds and large institutions have $80.5M invested in Apollo Senior Floating Rate Fund Inc. in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

13% more funds holding

Funds holding: 4551 (+6)

4% more capital invested

Capital invested by funds: $77.3M → $80.5M (+$3.21M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZA
26
Zazove Associates
Nevada
$192K
BFEC
27
Benjamin F. Edwards & Company
Missouri
$186K +$26.3K +2,000 +17%
JRCM
28
Jones Road Capital Management
New York
$186K +$13.7K +1,045 +8%
Comerica Bank
29
Comerica Bank
Texas
$165K -$11.6K -883 -7%
MWM
30
Melfa Wealth Management
Massachusetts
$161K +$3.27K +249 +2%
WJWM
31
Williams Jones Wealth Management
New York
$159K +$158K +12,000 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$158K +$157K +11,938 New
WCMNY
33
Westchester Capital Management (New York)
New York
$147K
FFA
34
First Foundation Advisors
California
$146K
Nomura Holdings
35
Nomura Holdings
Japan
$141K +$140K +10,650 New
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$139K -$19.7K -1,500 -12%
CWC
37
Carolinas Wealth Consulting
North Carolina
$88.5K +$3.36K +256 +4%
JP Morgan Chase
38
JP Morgan Chase
New York
$81.3K -$10.1K -770 -11%
ASN
39
Advisory Services Network
Georgia
$76.2K +$75.5K +5,753 New
LA
40
LM Advisors
California
$53K +$52.5K +4,000 New
CIA
41
Cape Investment Advisory
Georgia
$45.3K +$1.94K +148 +5%
SPIA
42
Steward Partners Investment Advisory
New York
$37.7K +$5.25K +400 +16%
AIM
43
Anchor Investment Management
South Carolina
$35.8K
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$15.2K -$201K -15,307 -93%
US Bancorp
45
US Bancorp
Minnesota
$13.7K +$13.5K +1,031 New
AF
46
Allworth Financial
California
$11.9K
CT
47
Cambridge Trust
Massachusetts
$5.83K +$5.78K +440 New
NA
48
NewEdge Advisors
Louisiana
$3.98K
AA
49
Addison Advisors
Vermont
$1.35K +$1.34K +102 New
ANBT
50
American National Bank & Trust
Texas
$477 +$473 +36 New

AFT Hedge Fund Activity: Q4 2023 in Review

51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apollo Senior Floating Rate Fund Inc. (AFT) for Q4 2023, worth a combined $80.5M — up 4.1% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AFT positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.74M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $4.94M sold.

  • 51 institutional investors held Apollo Senior Floating Rate Fund Inc. (AFT) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $80.5M of Apollo Senior Floating Rate Fund Inc. stock for Q4 2023, up 4.1% quarter-over-quarter.
  • 14 funds opened new Apollo Senior Floating Rate Fund Inc. positions in Q4 2023 and 7 closed out, a net change of +7 holders.
  • The largest Apollo Senior Floating Rate Fund Inc. buyer in Q4 2023 was Morgan Stanley, an estimated $7.74M added.
  • The largest Apollo Senior Floating Rate Fund Inc. seller in Q4 2023 was Oaktree Capital Management, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2023.