We are live on ! Find out more
AIF

Apollo Tactical Income Fund Inc.

Delisted

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

42 hedge funds and large institutions have $65.8M invested in Apollo Tactical Income Fund Inc. in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

15% more capital invested

Capital invested by funds: $57.4M → $65.8M (+$8.47M)

13% less funds holding

Funds holding: 4842 (-6)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$262K -$37.8K -3,182 -13%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$230K -$53.2K -4,480 -20%
FAIM
28
Financial Advocates Investment Management
Washington
$200K +$192K +16,133 New
Goldman Sachs
29
Goldman Sachs
New York
$199K -$139K -11,750 -42%
LCM
30
Landscape Capital Management
New Jersey
$152K -$250K -21,051 -63%
OC
31
Oppenheimer & Co
New York
$149K +$143K +12,028 New
AFP
32
Ausdal Financial Partners
Iowa
$137K
WAM
33
Wolverine Asset Management
Illinois
$82K +$78.6K +6,618 New
Citigroup
34
Citigroup
New York
$69K +$1.52K +128 +2%
AMH
35
Apollo Management Holdings
New York
$65K
JP Morgan Chase
36
JP Morgan Chase
New York
$41K -$5.9K -497 -13%
GWM
37
Geneos Wealth Management
Colorado
$25K
PFO
38
Pathstone Family Office
New Jersey
$2K +$2.11K +178 +5,933%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1K
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$1K
SFS
41
Sowell Financial Services
Arkansas
$1K
WLPWM
42
Walled Lake Planning & Wealth Management
Illinois
$1K +$24 +2 +2%
WCMNY
43
Westchester Capital Management (New York)
New York
-$324K -28,636 Closed
LA
44
LexAurum Advisors
Kansas
-$195K -17,235 Closed
BRWM
45
B. Riley Wealth Management
Tennessee
-$176K -15,506 Closed
NFG
46
Next Financial Group
Texas
-$129K -11,353 Closed
Stifel Financial
47
Stifel Financial
Missouri
-$116K -10,478 Closed
WAP
48
Wealthcare Advisory Partners
Pennsylvania
-$36K -3,175 Closed
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
-$15K -1,285 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
-$8K -702 Closed

AIF Hedge Fund Activity: Q2 2020 in Review

42 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2020, worth a combined $65.8M — up 15% from $57.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AIF and 4 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 17 added.

The largest buyer was Saba Capital Management, adding an estimated $4.71M. The largest seller was Advisors Asset Management, cutting an estimated $1.54M.

  • 42 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2020, down from 48 in Q1 2020.
  • Funds reported $65.8M of Apollo Tactical Income Fund Inc. stock for Q2 2020, up 15% quarter-over-quarter.
  • 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2020 and 10 closed out, a net change of -6 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2020 was Saba Capital Management, an estimated $4.71M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2020 was Advisors Asset Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q2 2020.