Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
30 hedge funds and large institutions have $72.7M invested in Apollo Tactical Income Fund Inc. in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 6 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
3% less funds holding
Funds holding: 31 → 30 (-1)
8% less capital invested
Capital invested by funds: $79.1M → $72.7M (-$6.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$733K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$690K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$667K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$417K |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$789K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$545K |
| 3 |
Morgan Stanley
New York
|
-$524K |
| 4 |
SCM
Saba Capital Management
New York
|
-$472K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$187K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
AQR Arbitrage
Greenwich,
Connecticut
| $172K | +$179K | +10,919 | New |
|
|
BRWM
27
B. Riley Wealth Management
Memphis,
Tennessee
| $157K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $64K | +$21.8K | +1,334 | +49% |
|
|
IWMPD
29
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $39K | – | – | – |
|
|
LCM
30
Laurion Capital Management
New York
| – | -$789K | -48,371 | Closed |
|
31
JP Morgan Chase
New York
| – | -$185K | -11,304 | Closed |
|
32
BNP Paribas Financial Markets
Paris,
France
| – | -$87.3K | -5,354 | Closed |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$43K | -2,621 | Closed |
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$35K | -2,158 | Closed |
|
35
First Manhattan
New York
| – | -$20K | -1,250 | Closed |
|
|
BCM
36
Brookstone Capital Management
Wheaton,
Illinois
| – | +$49 | +3 | New |
|
AIF Hedge Fund Activity: Q2 2015 in Review
30 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2015, worth a combined $72.7M — down 8.1% from $79.1M a quarter earlier.
Fund positioning in AIF was balanced in Q2 2015: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 5 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $733K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $789K sold.
- 30 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2015, down from 31 in Q1 2015.
- Funds reported $72.7M of Apollo Tactical Income Fund Inc. stock for Q2 2015, down 8.1% quarter-over-quarter.
- 6 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2015 and 6 closed out, a net change of 0 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q2 2015 was Shaker Financial Services, an estimated $733K added.
- The largest Apollo Tactical Income Fund Inc. seller in Q2 2015 was Laurion Capital Management, an estimated $789K sold.
Based on aggregated 13F filings for Q2 2015.