Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
26 hedge funds and large institutions have $63.4M invested in Apollo Tactical Income Fund Inc. in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
13% more capital invested
Capital invested by funds: $55.8M → $63.4M (+$7.52M)
10% less funds holding
Funds holding: 29 → 26 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$10.5M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.45M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$745K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$407K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$1.32M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.17M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$960K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$800K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$568K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
26
MUFG Americas
New York
| $3K | – | – | – |
|
|
YMRC
27
Yorktown Management & Research Company
Forest,
Virginia
| – | -$1.32M | -80,000 | Closed |
|
|
TJHA
28
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$1.17M | -70,779 | Closed |
|
|
SIA
29
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$960K | -58,275 | Closed |
|
30
LPL Financial
San Diego,
California
| – | -$225K | -13,647 | Closed |
|
31
Stifel Financial
St. Louis,
Missouri
| – | -$199K | -12,011 | Closed |
|
|
PFO
32
Pathstone Family Office
Englewood,
New Jersey
| – | -$54K | -3,258 | Closed |
|
33
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -55 | Closed |
|
AIF Hedge Fund Activity: Q2 2017 in Review
26 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2017, worth a combined $63.4M — up 13% from $55.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AIF and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 9 added.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $10.5M. The largest seller was Yorktown Management & Research Company, exiting entirely with an estimated $1.32M sold.
- 26 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2017, down from 29 in Q1 2017.
- Funds reported $63.4M of Apollo Tactical Income Fund Inc. stock for Q2 2017, up 13% quarter-over-quarter.
- 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2017 and 7 closed out, a net change of -3 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $10.5M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q2 2017 was Yorktown Management & Research Company, an estimated $1.32M sold.
Based on aggregated 13F filings for Q2 2017.