We are live on ! Find out more
AFT

Apollo Senior Floating Rate Fund Inc.

Delisted

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

47 hedge funds and large institutions have $68.4M invested in Apollo Senior Floating Rate Fund Inc. in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $65.3M → $68.4M (+$3.06M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

18% less funds holding

Funds holding: 5747 (-10)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
47
Holders Change
-10
Holders Change %
-17.54%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
14
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.7M +$7.07M +547,898 +71%
Wells Fargo
2
Wells Fargo
California
$6.24M +$191K +14,820 +3%
NCM
3
Next Capital Management
New York
$4.78M -$31.4K -2,430 -0.6%
OCM
4
Oaktree Capital Management
California
$4.71M
AAM
5
Advisors Asset Management
Colorado
$3.95M +$174K +13,443 +4%
Invesco
6
Invesco
Georgia
$3.53M +$355K +27,463 +11%
OIA
7
OneDigital Investment Advisors
Kansas
$3.47M -$173K -13,374 -5%
Bank of America
8
Bank of America
North Carolina
$3.09M -$21.6K -1,670 -0.7%
GC
9
Guggenheim Capital
Illinois
$2.39M -$75.8K -5,873 -3%
SIA
10
Sit Investment Associates
Minnesota
$2.34M -$113K -8,734 -5%
LPL Financial
11
LPL Financial
California
$2.11M -$163K -12,631 -7%
COLIM
12
City of London Investment Management
United Kingdom
$1.63M
AMH
13
Apollo Management Holdings
New York
$1.33M
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$1.29M -$43.2K -3,350 -3%
SCM
15
Saba Capital Management
New York
$1.21M -$584K -45,201 -32%
LSC
16
Logan Stone Capital
Illinois
$1.16M -$938K -72,666 -44%
GAMC
17
Garner Asset Management Corp
Texas
$1.09M +$19.4K +1,500 +2%
Stifel Financial
18
Stifel Financial
Missouri
$962K -$24.1K -1,864 -2%
SWRP
19
Summit Wealth & Retirement Planning
California
$941K +$704K +54,518 +272%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$771K +$173K +13,385 +28%
UBS Group
21
UBS Group
Switzerland
$699K -$4.62K -358 -0.6%
SRC
22
Shufro Rose & Co
New York
$678K +$9.68K +750 +1%
CIA
23
Capital Investment Advisors
Georgia
$566K -$4.14K -321 -0.7%
AA
24
AQR Arbitrage
Connecticut
$491K +$133K +10,291 +36%
Osaic Holdings
25
Osaic Holdings
Arizona
$303K +$74.6K +5,782 +32%

AFT Hedge Fund Activity: Q1 2023 in Review

47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Senior Floating Rate Fund Inc. (AFT) for Q1 2023, worth a combined $68.4M — up 4.7% from $65.3M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AFT and 5 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $7.07M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.72M sold.

  • 47 institutional investors held Apollo Senior Floating Rate Fund Inc. (AFT) as of Q1 2023, down from 57 in Q4 2022.
  • Funds reported $68.4M of Apollo Senior Floating Rate Fund Inc. stock for Q1 2023, up 4.7% quarter-over-quarter.
  • 5 funds opened new Apollo Senior Floating Rate Fund Inc. positions in Q1 2023 and 14 closed out, a net change of -9 holders.
  • The largest Apollo Senior Floating Rate Fund Inc. buyer in Q1 2023 was Morgan Stanley, an estimated $7.07M added.
  • The largest Apollo Senior Floating Rate Fund Inc. seller in Q1 2023 was Shaker Financial Services, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2023.