Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
30 hedge funds and large institutions have $81.2M invested in Apollo Tactical Income Fund Inc. in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
8% more capital invested
Capital invested by funds: $75.1M → $81.2M (+$6.15M)
6% less funds holding
Funds holding: 32 → 30 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$6.95M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$6.89M |
| 3 |
Morgan Stanley
New York
|
+$3.05M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.13M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$915K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Regiment Capital Management
Boston,
Massachusetts
|
-$7.13M |
| 2 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$1.87M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$635K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$404K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $55K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $52K | -$10.1K | -567 | -16% |
|
28
First Manhattan
New York
| $21K | – | – | – |
|
|
TDC
29
Thompson Davis & Co
Richmond,
Virginia
| $17K | – | – | – |
|
30
Citigroup
New York
| $14K | +$14.8K | +828 | +6,369% |
|
|
BI
31
BlueSpruce Investments
Chicago,
Illinois
| – | -$1.87M | -102,052 | Closed |
|
|
OC
32
Oppenheimer & Co
New York
| – | -$211K | -11,500 | Closed |
|
33
Citadel Advisors
Miami,
Florida
| – | -$204K | -11,137 | Closed |
|
|
AIG
34
American International Group
New York
| – | -$47.7K | -2,600 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$2K | -134 | Closed |
|
AIF Hedge Fund Activity: Q3 2014 in Review
30 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2014, worth a combined $81.2M — up 8.2% from $75.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AIF and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 13 added.
The largest buyer was Bessemer Group, opening a new position worth an estimated $6.95M. The largest seller was Regiment Capital Management, cutting an estimated $7.13M.
- 30 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2014, down from 32 in Q2 2014.
- Funds reported $81.2M of Apollo Tactical Income Fund Inc. stock for Q3 2014, up 8.2% quarter-over-quarter.
- 3 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2014 and 5 closed out, a net change of -2 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q3 2014 was Bessemer Group, an estimated $6.95M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q3 2014 was Regiment Capital Management, an estimated $7.13M sold.
Based on aggregated 13F filings for Q3 2014.