Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
29 hedge funds and large institutions have $55.8M invested in Apollo Tactical Income Fund Inc. in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 8 closing their positions.
1% less capital invested
Capital invested by funds: $56.7M → $55.8M (-$822K)
15% less funds holding
Funds holding: 34 → 29 (-5)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.39M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.08M |
| 3 |
Morgan Stanley
New York
|
+$859K |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$319K |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$4.71M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.77M |
| 3 |
SCM
Saba Capital Management
New York
|
-$2.17M |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$635K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$607K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $8K | – | – | – |
|
|
PCM
27
Penserra Capital Management
Orinda,
California
| $5K | +$1.87K | +117 | +51% |
|
|
MA
28
MUFG Americas
New York
| $3K | +$3.02K | +189 | New |
|
29
SEI Investments
Oaks,
Pennsylvania
| $1K | -$47.5K | -2,973 | -98% |
|
|
LCM
30
Laurion Capital Management
New York
| – | -$4.71M | -305,214 | Closed |
|
|
RCM
31
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$2.77M | -179,453 | Closed |
|
|
SCM
32
Saba Capital Management
New York
| – | -$2.17M | -140,289 | Closed |
|
|
MIG
33
Mariner Investment Group
Harrison,
New York
| – | -$635K | -41,081 | Closed |
|
|
BTS
34
BB&T Securities
Richmond,
Virginia
| – | -$446K | -28,871 | Closed |
|
|
SFS
35
Shaker Financial Services
Arlington,
Virginia
| – | -$462K | -26,870 | Closed |
|
|
DA
36
Doliver Advisors
Houston,
Texas
| – | -$299K | -19,313 | Closed |
|
|
TSS
37
Two Sigma Securities
New York
| – | -$157K | -10,151 | Closed |
|
AIF Hedge Fund Activity: Q1 2017 in Review
29 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2017, worth a combined $55.8M — down 1.5% from $56.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AIF and 3 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 7 added.
The largest buyer was Wells Fargo, adding an estimated $6.39M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $4.71M sold.
- 29 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2017, down from 34 in Q4 2016.
- Funds reported $55.8M of Apollo Tactical Income Fund Inc. stock for Q1 2017, down 1.5% quarter-over-quarter.
- 3 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2017 and 8 closed out, a net change of -5 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q1 2017 was Wells Fargo, an estimated $6.39M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q1 2017 was Laurion Capital Management, an estimated $4.71M sold.
Based on aggregated 13F filings for Q1 2017.