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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

47 hedge funds and large institutions have $73M invested in Apollo Tactical Income Fund Inc. in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

12% more funds holding

Funds holding: 4247 (+5)

11% more capital invested

Capital invested by funds: $65.8M → $73M (+$7.22M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$296K +$294K +23,296 New
Truist Financial
27
Truist Financial
North Carolina
$275K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$242K +$240K +19,021 New
KAS
29
Kestra Advisory Services
Texas
$239K +$237K +18,770 New
LCM
30
Landscape Capital Management
New Jersey
$207K +$51.2K +4,054 +33%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$180K -$54.7K -4,332 -23%
RJA
32
Raymond James & Associates
Florida
$178K -$89.9K -7,128 -34%
OC
33
Oppenheimer & Co
New York
$178K +$24.9K +1,977 +16%
BRWM
34
B. Riley Wealth Management
Tennessee
$155K +$154K +12,226 New
Invesco
35
Invesco
Georgia
$145K -$339K -26,878 -70%
Goldman Sachs
36
Goldman Sachs
New York
$127K -$76.2K -6,037 -38%
Citigroup
37
Citigroup
New York
$80K +$9.39K +744 +14%
AMH
38
Apollo Management Holdings
New York
$67K
JP Morgan Chase
39
JP Morgan Chase
New York
$45K +$2.52K +200 +6%
GWM
40
Geneos Wealth Management
Colorado
$26K
NFSG
41
Newbridge Financial Services Group
Florida
$14K +$14K +1,109 New
ASN
42
Advisory Services Network
Georgia
$3K +$3.41K +270 New
PFO
43
Pathstone Family Office
New Jersey
$1K -$1.12K -89 -49%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$1K
WLPWM
46
Walled Lake Planning & Wealth Management
Illinois
$1K +$25 +2 +2%
SFS
47
Sowell Financial Services
Arkansas
$1K +$101 +8 +19%
CCFM
48
Clear Creek Financial Management
Washington
-$316K -25,473 Closed
FAIM
49
Financial Advocates Investment Management
Washington
-$200K -16,133 Closed
AFP
50
Ausdal Financial Partners
Iowa
-$137K -11,031 Closed

AIF Hedge Fund Activity: Q3 2020 in Review

47 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2020, worth a combined $73M — up 11% from $65.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AIF positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $6.03M. The largest seller was Wells Fargo, cutting an estimated $3.78M.

  • 47 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2020, up from 42 in Q2 2020.
  • Funds reported $73M of Apollo Tactical Income Fund Inc. stock for Q3 2020, up 11% quarter-over-quarter.
  • 8 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2020 and 3 closed out, a net change of +5 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q3 2020 was Saba Capital Management, an estimated $6.03M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q3 2020 was Wells Fargo, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2020.