Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
32 hedge funds and large institutions have $71.8M invested in Apollo Tactical Income Fund Inc. in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
1% more capital invested
Capital invested by funds: $71.2M → $71.8M (+$624K)
11% less funds holding
Funds holding: 36 → 32 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$4.61M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.19M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.45M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$761K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$468K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.59M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.42M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.54M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$838K |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$646K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $86K | -$86.1K | -5,500 | -50% |
|
|
AMH
27
Apollo Management Holdings
New York
| $82K | – | – | – |
|
|
MOS
28
MGO One Seven
Beachwood,
Ohio
| $42K | +$19.7K | +1,261 | +88% |
|
|
WCMNY
29
Westchester Capital Management (New York)
Valhalla,
New York
| $32K | +$31.6K | +2,019 | New |
|
30
Citigroup
New York
| $23K | +$611 | +39 | +3% |
|
|
AG
31
Advisor Group
Phoenix,
Arizona
| $10K | -$11K | -700 | -53% |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
|
WAM
33
Wolverine Asset Management
Chicago,
Illinois
| – | -$838K | -53,250 | Closed |
|
|
BFM
34
Boothbay Fund Management
New York
| – | -$646K | -41,000 | Closed |
|
35
SG Americas Securities
New York
| – | -$510K | -32,356 | Closed |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$283K | -17,992 | Closed |
|
37
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$73K | -4,619 | Closed |
|
|
SWP
38
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$10K | -625 | Closed |
|
AIF Hedge Fund Activity: Q1 2018 in Review
32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2018, worth a combined $71.8M — up 0.88% from $71.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AIF and 3 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 14 added.
The largest buyer was Laurion Capital Management, adding an estimated $4.61M. The largest seller was Morgan Stanley, cutting an estimated $3.59M.
- 32 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2018, down from 36 in Q4 2017.
- Funds reported $71.8M of Apollo Tactical Income Fund Inc. stock for Q1 2018, up 0.88% quarter-over-quarter.
- 3 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2018 and 7 closed out, a net change of -4 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q1 2018 was Laurion Capital Management, an estimated $4.61M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q1 2018 was Morgan Stanley, an estimated $3.59M sold.
Based on aggregated 13F filings for Q1 2018.