Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
38 hedge funds and large institutions have $73M invested in Apollo Tactical Income Fund Inc. in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
36% more funds holding
Funds holding: 28 → 38 (+10)
5% more capital invested
Capital invested by funds: $69.8M → $73M (+$3.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.09M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.12M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.04M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$640K |
| 5 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$634K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$1M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$768K |
| 3 |
RVPG
Relative Value Partners Group
|
-$716K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$621K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$491K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
26
Boothbay Fund Management
New York
| $463K | +$479K | +33,366 | New |
|
27
LPL Financial
San Diego,
California
| $362K | +$112K | +7,800 | +43% |
|
28
Citigroup
New York
| $298K | -$15.2K | -1,060 | -5% |
|
29
Squarepoint
New York
| $270K | +$279K | +19,451 | New |
|
|
WAM
30
Weiss Asset Management
Boston,
Massachusetts
| $258K | +$267K | +18,551 | New |
|
|
BRWM
31
B. Riley Wealth Management
Memphis,
Tennessee
| $138K | +$144K | +10,000 | New |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $120K | +$50.2K | +3,497 | +68% |
|
33
JP Morgan Chase
New York
| $83K | +$86.2K | +6,000 | New |
|
34
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $76K | -$111K | -7,756 | -59% |
|
|
AMH
35
Apollo Management Holdings
New York
| $73K | +$75.2K | +5,236 | New |
|
|
MFS
36
MSI Financial Services
Springfield,
Massachusetts
| $42K | +$43.1K | +3,000 | New |
|
37
Creative Planning
Overland Park,
Kansas
| $30K | +$31K | +2,159 | New |
|
38
Bank of Montreal
Toronto,
Ontario, Canada
| $4K | +$4.31K | +300 | New |
|
|
CRC
39
Curi RMB Capital
Chicago,
Illinois
| – | -$454K | -31,347 | Closed |
|
AIF Hedge Fund Activity: Q4 2015 in Review
38 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q4 2015, worth a combined $73M — up 4.7% from $69.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AIF positions and 1 closed out — a net gain of 10 holders — while 17 added to existing stakes and 9 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $2.09M. The largest seller was Saba Capital Management, cutting an estimated $1M.
- 38 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q4 2015, up from 28 in Q3 2015.
- Funds reported $73M of Apollo Tactical Income Fund Inc. stock for Q4 2015, up 4.7% quarter-over-quarter.
- 11 funds opened new Apollo Tactical Income Fund Inc. positions in Q4 2015 and 1 closed out, a net change of +10 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q4 2015 was Parametric Portfolio Associates, an estimated $2.09M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q4 2015 was Saba Capital Management, an estimated $1M sold.
Based on aggregated 13F filings for Q4 2015.