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AFT

Apollo Senior Floating Rate Fund Inc.

Delisted

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

50 hedge funds and large institutions have $62.2M invested in Apollo Senior Floating Rate Fund Inc. in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

5% more capital invested

Capital invested by funds: $59M → $62.2M (+$3.14M)

2% more funds holding

Funds holding: 4950 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.76M +$869K +66,309 +12%
Wells Fargo
2
Wells Fargo
California
$6.21M -$678K -51,736 -9%
NCM
3
Next Capital Management
New York
$4.78M +$180K +13,729 +4%
AAM
4
Advisors Asset Management
Colorado
$4.63M +$701K +53,494 +17%
OIA
5
OneDigital Investment Advisors
Kansas
$3.81M -$194K -14,840 -5%
GC
6
Guggenheim Capital
Illinois
$3.68M -$486K -37,085 -11%
OCM
7
Oaktree Capital Management
California
$3.45M +$1.3M +99,485 +56%
SIA
8
Sit Investment Associates
Minnesota
$3.09M +$131K +10,000 +4%
Invesco
9
Invesco
Georgia
$3.09M +$331K +25,272 +11%
LPL Financial
10
LPL Financial
California
$2.33M -$248K -18,897 -9%
Bank of America
11
Bank of America
North Carolina
$2.28M -$148K -11,270 -6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.08M +$2.18M +166,439 New
SFS
13
Shaker Financial Services
Virginia
$1.66M +$317K +24,189 +22%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$1.36M -$14K -1,069 -1%
AMH
15
Apollo Management Holdings
New York
$1.32M
COLIM
16
City of London Investment Management
United Kingdom
$1.11M +$1.17M +89,168 New
GAMC
17
Garner Asset Management Corp
Texas
$1.06M -$187K -14,280 -14%
Stifel Financial
18
Stifel Financial
Missouri
$900K -$559K -42,624 -37%
UBS Group
19
UBS Group
Switzerland
$740K +$13.6K +1,034 +2%
WAM
20
Wolverine Asset Management
Illinois
$713K -$282K -21,529 -27%
LSC
21
Logan Stone Capital
Illinois
$688K +$162K +12,335 +29%
SRC
22
Shufro Rose & Co
New York
$634K
CIA
23
Capital Investment Advisors
Georgia
$622K -$20.8K -1,585 -3%
CCP
24
Clough Capital Partners
Massachusetts
$602K +$630K +48,100 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$560K +$36.3K +2,769 +7%

AFT Hedge Fund Activity: Q3 2022 in Review

50 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Apollo Senior Floating Rate Fund Inc. (AFT) for Q3 2022, worth a combined $62.2M — up 5.3% from $59M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AFT positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $2.18M. The largest seller was Wells Fargo, cutting an estimated $678K.

  • 50 institutional investors held Apollo Senior Floating Rate Fund Inc. (AFT) as of Q3 2022, up from 49 in Q2 2022.
  • Funds reported $62.2M of Apollo Senior Floating Rate Fund Inc. stock for Q3 2022, up 5.3% quarter-over-quarter.
  • 7 funds opened new Apollo Senior Floating Rate Fund Inc. positions in Q3 2022 and 6 closed out, a net change of +1 holder.
  • The largest Apollo Senior Floating Rate Fund Inc. buyer in Q3 2022 was Janney Montgomery Scott, an estimated $2.18M added.
  • The largest Apollo Senior Floating Rate Fund Inc. seller in Q3 2022 was Wells Fargo, an estimated $678K sold.

Based on aggregated 13F filings for Q3 2022.