Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
28 hedge funds and large institutions have $69.8M invested in Apollo Tactical Income Fund Inc. in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 4 closing their positions.
320% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 5
4% less capital invested
Capital invested by funds: $72.7M → $69.8M (-$2.94M)
7% less funds holding
Funds holding: 30 → 28 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.74M |
| 2 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$1.35M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$929K |
| 4 |
LCM
Laurion Capital Management
New York
|
+$571K |
| 5 |
SCM
Saba Capital Management
New York
|
+$498K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.59M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.36M |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$157K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$52.2K |
| 5 |
IWMPD
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
-$39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
LPL Financial
San Diego,
California
| $262K | -$16K | -1,050 | -5% |
|
27
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $192K | +$30.5K | +2,000 | +18% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $75K | +$16.7K | +1,095 | +27% |
|
|
29
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$2.36M | -150,000 | Closed |
|
|
BRWM
30
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$157K | -10,000 | Closed |
|
|
IWMPD
31
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$39K | -2,500 | Closed |
|
AIF Hedge Fund Activity: Q3 2015 in Review
28 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2015, worth a combined $69.8M — down 4% from $72.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AIF and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 21 added.
The largest buyer was Mariner Investment Group, adding an estimated $1.74M. The largest seller was Morgan Stanley, cutting an estimated $2.59M.
- 28 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2015, down from 30 in Q2 2015.
- Funds reported $69.8M of Apollo Tactical Income Fund Inc. stock for Q3 2015, down 4% quarter-over-quarter.
- 2 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2015 and 4 closed out, a net change of -2 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q3 2015 was Mariner Investment Group, an estimated $1.74M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q3 2015 was Morgan Stanley, an estimated $2.59M sold.
Based on aggregated 13F filings for Q3 2015.