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AFT

Apollo Senior Floating Rate Fund Inc.

Delisted

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

57 hedge funds and large institutions have $65.3M invested in Apollo Senior Floating Rate Fund Inc. in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

14% more funds holding

Funds holding: 5057 (+7)

5% more capital invested

Capital invested by funds: $62.2M → $65.3M (+$3.15M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
16
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.53M +$1.9M +151,883 +24%
Wells Fargo
2
Wells Fargo
California
$5.91M -$221K -17,734 -4%
NCM
3
Next Capital Management
New York
$4.7M -$16.8K -1,347 -0.4%
OCM
4
Oaktree Capital Management
California
$4.6M +$1.21M +96,733 +35%
AAM
5
Advisors Asset Management
Colorado
$3.7M -$877K -70,269 -19%
OIA
6
OneDigital Investment Advisors
Kansas
$3.56M -$199K -15,910 -5%
Invesco
7
Invesco
Georgia
$3.11M +$61.7K +4,939 +2%
Bank of America
8
Bank of America
North Carolina
$3.04M +$795K +63,670 +35%
GC
9
Guggenheim Capital
Illinois
$2.41M -$1.24M -99,137 -34%
SIA
10
Sit Investment Associates
Minnesota
$2.39M -$668K -53,513 -22%
LPL Financial
11
LPL Financial
California
$2.22M -$85.5K -6,848 -4%
LSC
12
Logan Stone Capital
Illinois
$2.03M +$1.37M +109,763 +200%
SCM
13
Saba Capital Management
New York
$1.74M +$1.44M +115,505 +447%
SFS
14
Shaker Financial Services
Virginia
$1.72M +$81.6K +6,534 +5%
COLIM
15
City of London Investment Management
United Kingdom
$1.59M +$499K +40,000 +45%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$1.31M -$35K -2,806 -3%
AMH
17
Apollo Management Holdings
New York
$1.3M
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.06M -$1M -80,454 -48%
GAMC
19
Garner Asset Management Corp
Texas
$1.04M
WAM
20
Wolverine Asset Management
Illinois
$1.02M +$325K +26,001 +46%
Stifel Financial
21
Stifel Financial
Missouri
$963K +$75.7K +6,064 +8%
UBS Group
22
UBS Group
Switzerland
$687K -$42.6K -3,408 -6%
SRC
23
Shufro Rose & Co
New York
$653K +$27.5K +2,200 +4%
CCP
24
Clough Capital Partners
Massachusetts
$594K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$589K +$37.1K +2,970 +7%

AFT Hedge Fund Activity: Q4 2022 in Review

57 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Apollo Senior Floating Rate Fund Inc. (AFT) for Q4 2022, worth a combined $65.3M — up 5.1% from $62.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AFT positions and 4 closed out — a net gain of 9 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.9M. The largest seller was Guggenheim Capital, cutting an estimated $1.24M.

  • 57 institutional investors held Apollo Senior Floating Rate Fund Inc. (AFT) as of Q4 2022, up from 50 in Q3 2022.
  • Funds reported $65.3M of Apollo Senior Floating Rate Fund Inc. stock for Q4 2022, up 5.1% quarter-over-quarter.
  • 13 funds opened new Apollo Senior Floating Rate Fund Inc. positions in Q4 2022 and 4 closed out, a net change of +9 holders.
  • The largest Apollo Senior Floating Rate Fund Inc. buyer in Q4 2022 was Morgan Stanley, an estimated $1.9M added.
  • The largest Apollo Senior Floating Rate Fund Inc. seller in Q4 2022 was Guggenheim Capital, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2022.