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AIF

Apollo Tactical Income Fund Inc.
AIF

Delisted

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

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41 hedge funds and large institutions have $112M invested in Apollo Tactical Income Fund Inc. in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $109M → $112M (+$2.79M)

11% less funds holding

Funds holding: 46 → 41 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
Icon Advisers
Colorado
+$697K
2
Morgan Stanley
Morgan Stanley
New York
+$469K
3
CCFM
Clear Creek Financial Management
Washington
+$228K
4
Cohen & Steers
Cohen & Steers
New York
+$202K
5
FAIM
Financial Advocates Investment Management
Washington
+$183K

Top Sellers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
-$2.7M
2
QC
Quantedge Capital
Singapore
-$401K
3
CPC
Congress Park Capital
New York
-$322K
4
AAM
Advisors Asset Management
Colorado
-$320K
5
Osaic Holdings
Osaic Holdings
Arizona
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$496K +$34.4K +2,253 +8%
Stifel Financial
27
Stifel Financial
Missouri
$494K +$28K +1,839 +6%
6M
28
6 Meridian
Kansas
$423K -$72.1K -4,728 -15%
UBS Group
29
UBS Group
Switzerland
$389K +$36.4K +2,389 +11%
RJA
30
Raymond James & Associates
Florida
$356K -$59.5K -3,900 -15%
CA
31
Cetera Advisors
Colorado
$340K +$42.7K +2,800 +15%
OC
32
Oppenheimer & Co
New York
$238K +$16.6K +1,087 +8%
CCFM
33
Clear Creek Financial Management
Washington
$234K +$228K +14,965 New
KAS
34
Kestra Advisory Services
Texas
$221K +$61 +4 +0%
FAIM
35
Financial Advocates Investment Management
Washington
$187K +$183K +11,969 New
FIA
36
FNY Investment Advisers
New York
$142K +$12.2K +799 +10%
Citigroup
37
Citigroup
New York
$108K +$3.19K +209 +3%
Lazard Asset Management
38
Lazard Asset Management
New York
$101K – – –
SB
39
Strategic Blueprint
Georgia
$97K +$94.5K +6,200 New
AMH
40
Apollo Management Holdings
New York
$82K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$2K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
BI
43
Bulldog Investors
New Jersey
– -$2.7M -181,711 Closed
QC
44
Quantedge Capital
Singapore
– -$401K -26,952 Closed
AA
45
AQR Arbitrage
Connecticut
– -$180K -12,110 Closed
HWAM
46
Hennion & Walsh Asset Management
New Jersey
– -$151K -10,126 Closed
WAP
47
Wealthcare Advisory Partners
Pennsylvania
– -$47K -3,174 Closed
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
– -$4.24K -278 Closed
EVM
49
Eaton Vance Management
Massachusetts
– -$2K -108 Closed
SFS
50
Sowell Financial Services
Arkansas
– -$1K -45 Closed
1
2

AIF Hedge Fund Activity: Q2 2021 in Review

41 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2021, worth a combined $112M — up 2.6% from $109M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AIF and 3 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 21 added.

The largest buyer was Icon Advisers, adding an estimated $697K. The largest seller was Bulldog Investors, exiting entirely with an estimated $2.7M sold.

  • 41 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2021, down from 46 in Q1 2021.
  • Funds reported $112M of Apollo Tactical Income Fund Inc. stock for Q2 2021, up 2.6% quarter-over-quarter.
  • 3 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2021 and 8 closed out, a net change of -5 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2021 was Icon Advisers, an estimated $697K added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2021 was Bulldog Investors, an estimated $2.7M sold.

Based on aggregated 13F filings for Q2 2021.