Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
32 hedge funds and large institutions have $62.2M invested in Apollo Tactical Income Fund Inc. in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less capital invested
Capital invested by funds: $63.9M → $62.2M (-$1.64M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$1.79M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$921K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$306K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$153K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.13M |
| 2 |
Morgan Stanley
New York
|
-$1.87M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.57M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$951K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$689K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $44K | -$1.56K | -104 | -4% |
|
27
Creative Planning
Overland Park,
Kansas
| $20K | – | – | – |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $10K | +$9.21K | +615 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
|
PCM
30
Penserra Capital Management
Orinda,
California
| $3K | +$719 | +48 | +31% |
|
|
CHP
31
Cable Hill Partners
Portland,
Oregon
| $1K | +$599 | +40 | New |
|
32
SEI Investments
Oaks,
Pennsylvania
| $1K | +$823 | +55 | New |
|
|
RVPG
33
Relative Value Partners Group
| – | -$636K | -44,449 | Closed |
|
|
WAM
34
Wolverine Asset Management
Chicago,
Illinois
| – | -$290K | -20,163 | Closed |
|
35
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$79K | -5,500 | Closed |
|
|
MFS
36
MSI Financial Services
Springfield,
Massachusetts
| – | -$77K | -5,322 | Closed |
|
AIF Hedge Fund Activity: Q3 2016 in Review
32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2016, worth a combined $62.2M — down 2.6% from $63.9M a quarter earlier.
Fund positioning in AIF was balanced in Q3 2016: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 13 trimmed.
The largest buyer was Laurion Capital Management, adding an estimated $1.79M. The largest seller was Shaker Financial Services, cutting an estimated $2.13M.
- 32 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $62.2M of Apollo Tactical Income Fund Inc. stock for Q3 2016, down 2.6% quarter-over-quarter.
- 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2016 and 4 closed out, a net change of 0 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q3 2016 was Laurion Capital Management, an estimated $1.79M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q3 2016 was Shaker Financial Services, an estimated $2.13M sold.
Based on aggregated 13F filings for Q3 2016.