Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
34 hedge funds and large institutions have $56.7M invested in Apollo Tactical Income Fund Inc. in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
6% more funds holding
Funds holding: 32 → 34 (+2)
9% less capital invested
Capital invested by funds: $62.2M → $56.7M (-$5.55M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$1.15M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$907K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$293K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$162K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.47M |
| 2 |
Morgan Stanley
New York
|
-$2.21M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.4M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$664K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$422K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
26
Two Sigma Securities
New York
| $157K | +$154K | +10,151 | New |
|
27
SEI Investments
Oaks,
Pennsylvania
| $115K | +$45.1K | +2,973 | +5,405% |
|
|
AMH
28
Apollo Management Holdings
New York
| $81K | – | – | – |
|
29
JP Morgan Chase
New York
| $62K | +$228 | +15 | +0.4% |
|
30
Creative Planning
Overland Park,
Kansas
| $20K | – | – | – |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $19K | +$19K | +1,250 | New |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $10K | – | – | – |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $8K | +$1K | +66 | +15% |
|
|
PCM
34
Penserra Capital Management
Orinda,
California
| $3K | +$379 | +25 | +12% |
|
35
Envestnet Asset Management
Chicago,
Illinois
| – | -$44K | -2,818 | Closed |
|
|
CHP
36
Cable Hill Partners
Portland,
Oregon
| – | -$1K | -40 | Closed |
|
AIF Hedge Fund Activity: Q4 2016 in Review
34 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q4 2016, worth a combined $56.7M — down 8.9% from $62.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AIF positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Laurion Capital Management, adding an estimated $1.15M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.47M.
- 34 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q4 2016, up from 32 in Q3 2016.
- Funds reported $56.7M of Apollo Tactical Income Fund Inc. stock for Q4 2016, down 8.9% quarter-over-quarter.
- 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q4 2016 and 2 closed out, a net change of +2 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q4 2016 was Laurion Capital Management, an estimated $1.15M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q4 2016 was Rivernorth Capital Management, an estimated $3.47M sold.
Based on aggregated 13F filings for Q4 2016.