We are live on ! Find out more
AIF

Apollo Tactical Income Fund Inc.
AIF

Delisted

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

Back to rankings

46 hedge funds and large institutions have $109M invested in Apollo Tactical Income Fund Inc. in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $95.1M → $109M (+$13.7M)

13% less funds holding

Funds holding: 53 → 46 (-7)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
46
Holders Change
-7
Holders Change %
-13.21%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$9.53M
2
BI
Bulldog Investors
New Jersey
+$1.79M
3
SIA
Sit Investment Associates
Minnesota
+$1.27M
4
Barclays
Barclays
United Kingdom
+$759K
5
IA
Icon Advisers
Colorado
+$685K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$1.69M
2
AA
AQR Arbitrage
Connecticut
-$679K
3
QC
Quantedge Capital
Singapore
-$667K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$336K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$328K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$484K -$14.5K -992 -3%
6M
27
6 Meridian
Kansas
$473K +$87.8K +5,998 +23%
Stifel Financial
28
Stifel Financial
Missouri
$442K +$57K +3,894 +15%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$438K +$72.8K +4,973 +20%
QC
30
Quantedge Capital
Singapore
$401K -$667K -45,610 -63%
RJA
31
Raymond James & Associates
Florida
$397K +$1.98K +135 +0.5%
UBS Group
32
UBS Group
Switzerland
$334K -$95.9K -6,553 -23%
CA
33
Cetera Advisors
Colorado
$281K +$277K +18,900 New
KAS
34
Kestra Advisory Services
Texas
$210K -$226K -15,416 -52%
OC
35
Oppenheimer & Co
New York
$210K -$11.1K -761 -5%
AA
36
AQR Arbitrage
Connecticut
$180K -$679K -46,386 -79%
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$151K +$148K +10,126 New
FIA
38
FNY Investment Advisers
New York
$123K +$52.2K +3,568 +75%
Citigroup
39
Citigroup
New York
$100K +$1.86K +127 +2%
AMH
40
Apollo Management Holdings
New York
$78K – – –
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$47K +$46.5K +3,174 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$4K -$5.25K -359 -56%
EVM
43
Eaton Vance Management
Massachusetts
$2K +$1.58K +108 New
SFS
44
Sowell Financial Services
Arkansas
$1K -$88 -6 -12%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$1K – – –
CRC
47
Curi RMB Capital
Illinois
– -$1.69M -116,855 Closed
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
– -$336K -23,185 Closed
MAFM
49
Mid Atlantic Financial Management
Pennsylvania
– -$328K -22,629 Closed
Truist Financial
50
Truist Financial
North Carolina
– -$313K -21,634 Closed
1
2
3

AIF Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2021, worth a combined $109M — up 14% from $95.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AIF and 7 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 19 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.53M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $1.69M sold.

  • 46 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2021, down from 53 in Q4 2020.
  • Funds reported $109M of Apollo Tactical Income Fund Inc. stock for Q1 2021, up 14% quarter-over-quarter.
  • 7 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2021 and 13 closed out, a net change of -6 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $9.53M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q1 2021 was Curi RMB Capital, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2021.