Apollo Senior Floating Rate Fund Inc.
AFT
AFT was delisted on the 19th of July, 2024.
42 hedge funds and large institutions have $74.9M invested in Apollo Senior Floating Rate Fund Inc. in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 18 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $86.1M → $74.9M (-$11.2M)
24% less funds holding
Funds holding: 55 → 42 (-13)
67% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$717K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$538K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$370K |
| 5 |
Morgan Stanley
New York
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$4.6M |
| 2 |
ISSM
Invesco Senior Secured Management
New York
|
-$2.42M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.71M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.14M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICMP
51
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| – | -$184K | -11,675 | Closed |
|
|
KAS
52
Kestra Advisory Services
Austin,
Texas
| – | -$165K | -10,468 | Closed |
|
|
FIA
53
FNY Investment Advisers
New York
| – | -$79K | -5,000 | Closed |
|
|
LWM
54
Liberty Wealth Management
Oakland,
California
| – | -$37K | -2,319 | Closed |
|
|
BWL
55
Bogart Wealth LLC
Mclean,
Virginia
| – | -$12K | -736 | Closed |
|
|
AWA
56
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -157 | Closed |
|
57
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$32 | +2 | New |
|
AFT Hedge Fund Activity: Q4 2021 in Review
42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Apollo Senior Floating Rate Fund Inc. (AFT) for Q4 2021, worth a combined $74.9M — down 13% from $86.1M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of AFT and 6 opened new positions — a net loss of 12 holders — while 9 trimmed existing stakes and 17 added.
The largest buyer was Wells Fargo, adding an estimated $1.21M. The largest seller was Parametric Portfolio Associates, cutting an estimated $4.6M.
- 42 institutional investors held Apollo Senior Floating Rate Fund Inc. (AFT) as of Q4 2021, down from 55 in Q3 2021.
- Funds reported $74.9M of Apollo Senior Floating Rate Fund Inc. stock for Q4 2021, down 13% quarter-over-quarter.
- 6 funds opened new Apollo Senior Floating Rate Fund Inc. positions in Q4 2021 and 18 closed out, a net change of -12 holders.
- The largest Apollo Senior Floating Rate Fund Inc. buyer in Q4 2021 was Wells Fargo, an estimated $1.21M added.
- The largest Apollo Senior Floating Rate Fund Inc. seller in Q4 2021 was Parametric Portfolio Associates, an estimated $4.6M sold.
Based on aggregated 13F filings for Q4 2021.