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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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40 hedge funds and large institutions have $103M invested in Apollo Tactical Income Fund Inc. in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2% less funds holding

Funds holding: 41 → 40 (-1)

7% less capital invested

Capital invested by funds: $112M → $103M (-$8.11M)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
+$2.66M
2
CCP
Clough Capital Partners
Massachusetts
+$739K
3
Wells Fargo
Wells Fargo
California
+$643K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$600K
5
Bank of America
Bank of America
North Carolina
+$396K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$4.68M
2
RCM
Rivernorth Capital Management
Florida
-$3.91M
3
IA
Icon Advisers
Colorado
-$1.23M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$778K
5
SIA
Sit Investment Associates
Minnesota
-$722K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$448K -$50.6K -3,238 -10%
UBS Group
27
UBS Group
Switzerland
$363K -$29.2K -1,870 -8%
6M
28
6 Meridian
Kansas
$362K -$65.6K -4,203 -16%
CA
29
Cetera Advisors
Colorado
$343K – – –
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$328K +$324K +20,738 New
FWM
31
Foresight Wealth Management
Utah
$271K +$268K +17,134 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$267K -$231K -14,780 -47%
RJA
33
Raymond James & Associates
Florida
$253K -$105K -6,736 -30%
IA
34
Icon Advisers
Colorado
$218K -$1.23M -78,732 -85%
FAIM
35
Financial Advocates Investment Management
Washington
$193K +$3.15K +202 +2%
KAS
36
Kestra Advisory Services
Texas
$169K -$53.7K -3,438 -24%
Lazard Asset Management
37
Lazard Asset Management
New York
$102K – – –
AMH
38
Apollo Management Holdings
New York
$83K – – –
FIA
39
FNY Investment Advisers
New York
$79K -$64K -4,100 -45%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$2K – – –
Citigroup
41
Citigroup
New York
$1K -$107K -6,858 -99%
RCM
42
Rivernorth Capital Management
Florida
– -$3.91M -250,083 Closed
OC
43
Oppenheimer & Co
New York
– -$238K -15,206 Closed
CCFM
44
Clear Creek Financial Management
Washington
– -$234K -14,965 Closed
SB
45
Strategic Blueprint
Georgia
– -$97K -6,200 Closed
1
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AIF Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2021, worth a combined $103M — down 7.3% from $112M a quarter earlier.

Fund positioning in AIF was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 21 trimmed.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $2.66M. The largest seller was Saba Capital Management, cutting an estimated $4.68M.

  • 40 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2021, down from 41 in Q2 2021.
  • Funds reported $103M of Apollo Tactical Income Fund Inc. stock for Q3 2021, down 7.3% quarter-over-quarter.
  • 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2021 and 4 closed out, a net change of 0 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q3 2021 was Bulldog Investors, an estimated $2.66M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q3 2021 was Saba Capital Management, an estimated $4.68M sold.

Based on aggregated 13F filings for Q3 2021.