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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

43 hedge funds and large institutions have $67.8M invested in Apollo Tactical Income Fund Inc. in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4243 (+1)

3% more capital invested

Capital invested by funds: $65.6M → $67.8M (+$2.19M)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
26
B. Riley Wealth Management
Tennessee
$257K
LPL Financial
27
LPL Financial
California
$251K +$1.56K +105 +0.6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$180K +$176K +11,850 New
ASN
29
Advisory Services Network
Georgia
$175K
JP Morgan Chase
30
JP Morgan Chase
New York
$164K -$387 -26 -0.2%
BAM
31
Belpointe Asset Management
Nevada
$132K +$130K +8,710 New
AG
32
Advisor Group
Arizona
$84K +$47.2K +3,169 +131%
AMH
33
Apollo Management Holdings
New York
$79K
FIA
34
FNY Investment Advisers
New York
$61K +$60K +4,029 New
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$48K
GWM
36
Geneos Wealth Management
Colorado
$44K +$31.3K +2,100 +246%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$29K
RIA
38
Realta Investment Advisors
Delaware
$23K
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$8K
Citigroup
40
Citigroup
New York
$4K -$878 -59 -19%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$1K
SFS
42
Sowell Financial Services
Arkansas
$1K +$640 +43 New
BFM
43
Boothbay Fund Management
New York
-$524K -35,500 Closed
WAM
44
Wolverine Asset Management
Illinois
-$225K -15,259 Closed
EIP
45
Ellis Investment Partners
Pennsylvania
-$6K -437 Closed
LWM
46
Liberty Wealth Management
California
-$6K -400 Closed

AIF Hedge Fund Activity: Q3 2019 in Review

43 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2019, worth a combined $67.8M — up 3.3% from $65.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AIF positions and 5 closed out — a net gain of 1 holder — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Congress Park Capital, opening a new position worth an estimated $737K. The largest seller was Shaker Financial Services, cutting an estimated $765K.

  • 43 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2019, up from 42 in Q2 2019.
  • Funds reported $67.8M of Apollo Tactical Income Fund Inc. stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 6 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2019 and 5 closed out, a net change of +1 holder.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q3 2019 was Congress Park Capital, an estimated $737K added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q3 2019 was Shaker Financial Services, an estimated $765K sold.

Based on aggregated 13F filings for Q3 2019.