Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
29 hedge funds and large institutions have $64.7M invested in Apollo Tactical Income Fund Inc. in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
3% more capital invested
Capital invested by funds: $62.9M → $64.7M (+$1.75M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less funds holding
Funds holding: 32 → 29 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.74M |
| 2 |
AMH
Apollo Management Holdings
New York
|
+$1.79M |
| 3 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$596K |
| 4 |
SCM
Saba Capital Management
New York
|
+$561K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$538K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.79M |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.24M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$592K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$476K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $79K | +$22.4K | +1,250 | +39% |
|
|
AIG
27
American International Group
New York
| $46.4K | – | – | – |
|
28
First Manhattan
New York
| $22K | – | – | – |
|
|
TDC
29
Thompson Davis & Co
Richmond,
Virginia
| $18K | – | – | – |
|
|
30
Invesco
Atlanta,
Georgia
| – | -$1.79M | -99,350 | Closed |
|
|
RCM
31
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$1.24M | -68,550 | Closed |
|
|
WAM
32
Wolverine Asset Management
Chicago,
Illinois
| – | -$476K | -26,497 | Closed |
|
|
PP
33
Paloma Partners
Greenwich,
Connecticut
| – | -$239K | -13,270 | Closed |
|
|
VKH
34
Virtu KCG Holdings
New York
| – | -$234K | -13,018 | Closed |
|
|
BRWA
35
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$90K | -5,000 | Closed |
|
36
Ameriprise
Minneapolis,
Minnesota
| – | -$3K | -170 | Closed |
|
AIF Hedge Fund Activity: Q1 2014 in Review
29 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2014, worth a combined $64.7M — up 2.8% from $62.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AIF and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 12 added.
The largest buyer was Advisors Asset Management, adding an estimated $2.74M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.4M.
- 29 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2014, down from 32 in Q4 2013.
- Funds reported $64.7M of Apollo Tactical Income Fund Inc. stock for Q1 2014, up 2.8% quarter-over-quarter.
- 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2014 and 7 closed out, a net change of -3 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q1 2014 was Advisors Asset Management, an estimated $2.74M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q1 2014 was Rivernorth Capital Management, an estimated $2.4M sold.
Based on aggregated 13F filings for Q1 2014.