Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
29 hedge funds and large institutions have $65.7M invested in Apollo Tactical Income Fund Inc. in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
12% more funds holding
Funds holding: 26 → 29 (+3)
4% more capital invested
Capital invested by funds: $63.4M → $65.7M (+$2.34M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.46M |
| 2 |
Morgan Stanley
New York
|
+$733K |
| 3 |
LPL Financial
San Diego,
California
|
+$417K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$403K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.25M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$592K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$408K |
| 4 |
JP Morgan Chase
New York
|
-$65.1K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$58.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $10K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $8K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $7K | +$7.27K | +447 | New |
|
|
PCM
29
Penserra Capital Management
Orinda,
California
| $3K | -$2.93K | -180 | -48% |
|
|
NA
30
NewEdge Advisors
New Orleans,
Louisiana
| – | -$28.4K | -1,729 | Closed |
|
31
Creative Planning
Overland Park,
Kansas
| – | -$21K | -1,269 | Closed |
|
|
MA
32
MUFG Americas
New York
| – | -$3K | -189 | Closed |
|
AIF Hedge Fund Activity: Q3 2017 in Review
29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2017, worth a combined $65.7M — up 3.7% from $63.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AIF positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $2.46M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.25M.
- 29 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2017, up from 26 in Q2 2017.
- Funds reported $65.7M of Apollo Tactical Income Fund Inc. stock for Q3 2017, up 3.7% quarter-over-quarter.
- 6 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2017 and 3 closed out, a net change of +3 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q3 2017 was Shaker Financial Services, an estimated $2.46M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q3 2017 was Parametric Portfolio Associates, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2017.