Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
31 hedge funds and large institutions have $70.5M invested in Apollo Tactical Income Fund Inc. in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 8 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
4% less capital invested
Capital invested by funds: $73.5M → $70.5M (-$2.92M)
16% less funds holding
Funds holding: 37 → 31 (-6)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.93M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.18M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.09M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$586K |
| 5 |
Morgan Stanley
New York
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$4.22M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$2.77M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$650K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$471K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$388K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $54K | – | – | – |
|
|
WAP
27
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $49K | – | – | – |
|
|
WCMNY
28
Westchester Capital Management (New York)
Valhalla,
New York
| $31K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $18K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
31
Citigroup
New York
| $2K | -$2.56K | -165 | -52% |
|
|
32
Bessemer Group
Woodbridge,
New Jersey
| – | -$2.77M | -177,711 | Closed |
|
|
MIG
33
Mariner Investment Group
Harrison,
New York
| – | -$471K | -30,163 | Closed |
|
|
DC
34
Davenport & Co
Richmond,
Virginia
| – | -$168K | -10,787 | Closed |
|
35
SG Americas Securities
New York
| – | -$163K | -10,477 | Closed |
|
|
NMC
36
Nine Masts Capital
Central,
Hong Kong
| – | -$162K | -10,400 | Closed |
|
|
CF
37
Centaurus Financial
Anaheim,
California
| – | -$19K | -1,235 | Closed |
|
|
BCA
38
Bay Colony Advisors
Concord,
Massachusetts
| – | -$7K | -450 | Closed |
|
39
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -65 | Closed |
|
AIF Hedge Fund Activity: Q3 2018 in Review
31 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2018, worth a combined $70.5M — down 4% from $73.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AIF and 2 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 14 added.
The largest buyer was Bank of America, adding an estimated $1.93M. The largest seller was Laurion Capital Management, cutting an estimated $4.22M.
- 31 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2018, down from 37 in Q2 2018.
- Funds reported $70.5M of Apollo Tactical Income Fund Inc. stock for Q3 2018, down 4% quarter-over-quarter.
- 2 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2018 and 8 closed out, a net change of -6 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q3 2018 was Bank of America, an estimated $1.93M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q3 2018 was Laurion Capital Management, an estimated $4.22M sold.
Based on aggregated 13F filings for Q3 2018.