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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

53 hedge funds and large institutions have $95.1M invested in Apollo Tactical Income Fund Inc. in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

30% more capital invested

Capital invested by funds: $73M → $95.1M (+$22M)

13% more funds holding

Funds holding: 4753 (+6)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
18
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
26
FourThought Financial
Florida
$427K +$395K +29,496 New
UBS Group
27
UBS Group
Switzerland
$420K -$56.6K -4,220 -13%
MC
28
Moors & Cabot
Massachusetts
$397K -$6.7K -500 -2%
RJA
29
Raymond James & Associates
Florida
$384K +$168K +12,548 +90%
Stifel Financial
30
Stifel Financial
Missouri
$374K +$33.7K +2,515 +11%
6M
31
6 Meridian
Kansas
$373K -$4.89K -365 -1%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$354K +$72.9K +5,439 +29%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$336K +$311K +23,185 New
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$328K -$33.5K -2,500 -10%
Truist Financial
35
Truist Financial
North Carolina
$313K
OC
36
Oppenheimer & Co
New York
$215K +$11.7K +875 +6%
CCFM
37
Clear Creek Financial Management
Washington
$209K +$194K +14,451 New
BRWM
38
B. Riley Wealth Management
Tennessee
$177K
Citigroup
39
Citigroup
New York
$96K +$4.42K +330 +5%
AMH
40
Apollo Management Holdings
New York
$76K
FIA
41
FNY Investment Advisers
New York
$68K +$63.4K +4,733 New
JP Morgan Chase
42
JP Morgan Chase
New York
$51K
PWPS
43
Pinnacle Wealth Planning Services
Ohio
$43K +$39.5K +2,945 New
VBCG
44
Valley Brook Capital Group
Pennsylvania
$14K +$13.4K +1,000 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$9K +$8.54K +637 New
RA
46
Reby Advisors
Connecticut
$7K +$6.7K +500 New
ASN
47
Advisory Services Network
Georgia
$4K
MA
48
Montag & Associates
Georgia
$3K +$2.69K +201 New
WLPWM
49
Walled Lake Planning & Wealth Management
Illinois
$1K -$697 -52 -49%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1K

AIF Hedge Fund Activity: Q4 2020 in Review

53 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q4 2020, worth a combined $95.1M — up 30% from $73M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AIF positions and 7 closed out — a net gain of 6 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.03M. The largest seller was Wells Fargo, cutting an estimated $1.61M.

  • 53 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $95.1M of Apollo Tactical Income Fund Inc. stock for Q4 2020, up 30% quarter-over-quarter.
  • 13 funds opened new Apollo Tactical Income Fund Inc. positions in Q4 2020 and 7 closed out, a net change of +6 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $3.03M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q4 2020 was Wells Fargo, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2020.