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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

48 hedge funds and large institutions have $57.4M invested in Apollo Tactical Income Fund Inc. in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 4648 (+2)

14% less capital invested

Capital invested by funds: $66.9M → $57.4M (-$9.57M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$260K +$72.2K +5,065 +28%
Truist Financial
27
Truist Financial
North Carolina
$245K -$45.2K -3,171 -13%
6M
28
6 Meridian
Kansas
$197K -$85K -5,966 -26%
LA
29
LexAurum Advisors
Kansas
$195K +$246K +17,235 New
BRWM
30
B. Riley Wealth Management
Tennessee
$176K
AA
31
AQR Arbitrage
Connecticut
$136K +$171K +12,008 New
NFG
32
Next Financial Group
Texas
$129K +$20.8K +1,462 +15%
AFP
33
Ausdal Financial Partners
Iowa
$126K
Stifel Financial
34
Stifel Financial
Missouri
$116K -$47K -3,295 -24%
Citigroup
35
Citigroup
New York
$61K +$10.5K +736 +16%
AMH
36
Apollo Management Holdings
New York
$59K
JP Morgan Chase
37
JP Morgan Chase
New York
$43K -$105K -7,349 -66%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$36K
GWM
39
Geneos Wealth Management
Colorado
$23K -$13.5K -948 -31%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$15K +$18.3K +1,285 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$8K -$286K -20,085 -97%
SIA
42
Sit Investment Associates
Minnesota
$7K +$8.92K +626 New
ASN
43
Advisory Services Network
Georgia
$2K -$1.81K -127 -43%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$1K -$1.31K -92 -48%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1K
WLPWM
46
Walled Lake Planning & Wealth Management
Illinois
$1K +$1.45K +102 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
-$295K -19,564 Closed
LPL Financial
48
LPL Financial
California
-$233K -15,403 Closed
FIA
49
FNY Investment Advisers
New York
-$146K -9,677 Closed
BAM
50
Belpointe Asset Management
Nevada
-$132K -8,710 Closed

AIF Hedge Fund Activity: Q1 2020 in Review

48 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2020, worth a combined $57.4M — down 14% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AIF positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $7.31M. The largest seller was Advisors Asset Management, cutting an estimated $1.69M.

  • 48 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2020, up from 46 in Q4 2019.
  • Funds reported $57.4M of Apollo Tactical Income Fund Inc. stock for Q1 2020, down 14% quarter-over-quarter.
  • 10 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2020 and 6 closed out, a net change of +4 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q1 2020 was Saba Capital Management, an estimated $7.31M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q1 2020 was Advisors Asset Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2020.