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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 $57.9M invested in Apollo Senior Floating Rate Fund Inc. in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 45 → 47 (+2)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

9% less capital invested

Capital invested by funds: $63.5M → $57.9M (-$5.67M)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFG
Atomi Financial Group
New York
+$364K
2
ASN
Advisory Services Network
Georgia
+$341K
3
Invesco
Invesco
Georgia
+$314K
4
Stifel Financial
Stifel Financial
Missouri
+$283K
5
GC
Guggenheim Capital
Illinois
+$277K

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.38M
2
NCM
Next Capital Management
New York
-$2.2M
3
Morgan Stanley
Morgan Stanley
New York
-$992K
4
Bank of America
Bank of America
North Carolina
-$478K
5
OIA
OneDigital Investment Advisors
Kansas
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$180K – – –
VF
27
Virtu Financial
New York
$178K +$178K +12,231 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$176K +$176K +12,083 New
WJWM
29
Williams Jones Wealth Management
New York
$174K – – –
Comerica Bank
30
Comerica Bank
Texas
$166K -$15.3K -1,053 -8%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$146K – – –
CWC
32
Carolinas Wealth Consulting
North Carolina
$143K +$33.3K +2,285 +30%
Osaic Holdings
33
Osaic Holdings
Arizona
$137K -$352K -24,150 -72%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$132K +$40.8K +2,800 +44%
WCMNY
35
Westchester Capital Management (New York)
New York
$117K -$44.5K -3,059 -27%
JP Morgan Chase
36
JP Morgan Chase
New York
$89.1K – – –
AWM
37
Avior Wealth Management
Nebraska
$45.2K -$45.7K -3,138 -50%
SPIA
38
Steward Partners Investment Advisory
New York
$44.3K – – –
AIM
39
Anchor Investment Management
South Carolina
$39.3K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$29.1K – – –
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$27.6K – – –
CIA
42
Cape Investment Advisory
Georgia
$27.2K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$19.5K +$19.5K +1,340 New
AF
44
Allworth Financial
California
$13.4K – – –
NA
45
NewEdge Advisors
Louisiana
$4.36K – – –
AssetMark Inc
46
AssetMark Inc
California
$567 – – –
PS
47
Principal Securities
Iowa
$145 – – –
ZA
48
Zazove Associates
Nevada
– -$207K -14,507 Closed
JRCM
49
Jones Road Capital Management
New York
– -$200K -14,014 Closed
SFS
50
Shaker Financial Services
Virginia
– -$195K -13,694 Closed
1
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AFT Hedge Fund Activity: Q2 2024 in Review

47 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Apollo Senior Floating Rate Fund Inc. (AFT) for Q2 2024, worth a combined $57.9M — down 8.9% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AFT positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Atomi Financial Group, opening a new position worth an estimated $364K. The largest seller was Pathstone Holdings, cutting an estimated $4.38M.

  • 47 institutional investors held Apollo Senior Floating Rate Fund Inc. (AFT) as of Q2 2024, up from 45 in Q1 2024.
  • Funds reported $57.9M of Apollo Senior Floating Rate Fund Inc. stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 7 funds opened new Apollo Senior Floating Rate Fund Inc. positions in Q2 2024 and 5 closed out, a net change of +2 holders.
  • The largest Apollo Senior Floating Rate Fund Inc. buyer in Q2 2024 was Atomi Financial Group, an estimated $364K added.
  • The largest Apollo Senior Floating Rate Fund Inc. seller in Q2 2024 was Pathstone Holdings, an estimated $4.38M sold.

Based on aggregated 13F filings for Q2 2024.