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AIF

Apollo Tactical Income Fund Inc.

Delisted

AIF was delisted on the 19th of July, 2024.

42 hedge funds and large institutions have $65.6M invested in Apollo Tactical Income Fund Inc. in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less capital invested

Capital invested by funds: $68.2M → $65.6M (-$2.59M)

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$225K +$202K +13,654 +851%
ASN
27
Advisory Services Network
Georgia
$175K -$30 -2 -0%
JP Morgan Chase
28
JP Morgan Chase
New York
$161K +$7.15K +484 +5%
AMH
29
Apollo Management Holdings
New York
$77K
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$47K
AG
31
Advisor Group
Arizona
$36K
BFEC
32
Benjamin F. Edwards & Company
Missouri
$28K
RIA
33
Realta Investment Advisors
Delaware
$22K
GWM
34
Geneos Wealth Management
Colorado
$12K +$2.53K +171 +25%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$7K +$7.49K +507 New
LWM
36
Liberty Wealth Management
California
$6K +$5.91K +400 New
EIP
37
Ellis Investment Partners
Pennsylvania
$6K +$6.46K +437 New
Citigroup
38
Citigroup
New York
$5K -$369 -25 -7%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1K
BRWM
40
B. Riley Wealth Management
Tennessee
$250 -$20.8K -1,410 -8%
CRC
41
Curi RMB Capital
Illinois
-$975K -66,359 Closed
AM
42
Ares Management
California
-$676K -46,000 Closed
MIG
43
Mariner Investment Group
New York
-$588K -40,000 Closed
Millennium Management
44
Millennium Management
New York
-$165K -11,241 Closed
FIA
45
FNY Investment Advisers
New York
-$50K -3,411 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
+$15 +1 New

AIF Hedge Fund Activity: Q2 2019 in Review

42 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2019, worth a combined $65.6M — down 3.8% from $68.2M a quarter earlier.

Fund positioning in AIF was balanced in Q2 2019: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.07M. The largest seller was Advisors Asset Management, cutting an estimated $1.03M.

  • 42 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $65.6M of Apollo Tactical Income Fund Inc. stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 5 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2019 and 5 closed out, a net change of 0 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2019 was Wells Fargo, an estimated $1.07M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2019 was Advisors Asset Management, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2019.