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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

46 hedge funds and large institutions have $66.9M invested in Apollo Tactical Income Fund Inc. in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

7% more funds holding

Funds holding: 4346 (+3)

1% less capital invested

Capital invested by funds: $67.8M → $66.9M (-$915K)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% 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
16
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$295K +$290K +19,564 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$270K +$89.6K +6,050 +51%
BRWM
28
B. Riley Wealth Management
Tennessee
$234K -$21.1K -1,426 -8%
LPL Financial
29
LPL Financial
California
$233K -$17.4K -1,174 -7%
Stifel Financial
30
Stifel Financial
Missouri
$209K -$63.7K -4,300 -24%
AFP
31
Ausdal Financial Partners
Iowa
$172K +$163K +11,031 New
JP Morgan Chase
32
JP Morgan Chase
New York
$168K +$4.01K +271 +2%
NFG
33
Next Financial Group
Texas
$149K +$147K +9,891 New
FIA
34
FNY Investment Advisers
New York
$146K +$83.7K +5,648 +140%
AG
35
Advisor Group
Arizona
$135K +$49.6K +3,347 +60%
BAM
36
Belpointe Asset Management
Nevada
$132K
AMH
37
Apollo Management Holdings
New York
$79K
Citigroup
38
Citigroup
New York
$70K +$65K +4,385 +1,733%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$48K
GWM
40
Geneos Wealth Management
Colorado
$46K +$1.41K +95 +3%
RIA
41
Realta Investment Advisors
Delaware
$22K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$20K -$8.44K -570 -30%
ASN
43
Advisory Services Network
Georgia
$4K -$172K -11,579 -97%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$3K -$4.67K -315 -62%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1K
AA
46
AQR Arbitrage
Connecticut
-$379K -25,048 Closed
SFS
47
Sowell Financial Services
Arkansas
-$163 -11 -26%

AIF Hedge Fund Activity: Q4 2019 in Review

46 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q4 2019, worth a combined $66.9M — down 1.3% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AIF positions and 1 closed out — a net gain of 4 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $872K. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $1.26M.

  • 46 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $66.9M of Apollo Tactical Income Fund Inc. stock for Q4 2019, down 1.3% quarter-over-quarter.
  • 5 funds opened new Apollo Tactical Income Fund Inc. positions in Q4 2019 and 1 closed out, a net change of +4 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q4 2019 was Morgan Stanley, an estimated $872K added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q4 2019 was Thomas J. Herzfeld Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2019.