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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

44 hedge funds and large institutions have $93.8M invested in Apollo Tactical Income Fund Inc. in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

10% more funds holding

Funds holding: 4044 (+4)

9% less capital invested

Capital invested by funds: $103M → $93.8M (-$9.7M)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
20
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$441K +$7.1K +453 +2%
UBS Group
27
UBS Group
Switzerland
$433K +$82.4K +5,259 +23%
CA
28
Cetera Advisors
Colorado
$356K +$23.6K +1,507 +7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$352K +$94.7K +6,044 +36%
6M
30
6 Meridian
Kansas
$329K -$21.4K -1,368 -6%
FWM
31
Foresight Wealth Management
Utah
$312K +$51K +3,257 +19%
BI
32
Bulldog Investors
New Jersey
$306K -$2.36M -150,405 -88%
RJA
33
Raymond James & Associates
Florida
$239K -$6.5K -415 -3%
CPC
34
Congress Park Capital
New York
$234K -$693K -44,200 -74%
FAIM
35
Financial Advocates Investment Management
Washington
$190K +$3.32K +212 +2%
KAS
36
Kestra Advisory Services
Texas
$164K -$31 -2 -0%
Nomura Holdings
37
Nomura Holdings
Japan
$153K +$157K +10,000 New
Lazard Asset Management
38
Lazard Asset Management
New York
$99K
AMH
39
Apollo Management Holdings
New York
$80K
CA
40
CoreCap Advisors
Michigan
$15K +$15.7K +1,000 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$12K +$12.5K +800 New
Bessemer Group
42
Bessemer Group
New Jersey
$4K +$4.45K +284 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$2K
LFG
44
Larson Financial Group
Missouri
$1K +$1.33K +85 New
Barclays
45
Barclays
United Kingdom
-$966K -57,509 Closed
CCP
46
Clough Capital Partners
Massachusetts
-$749K -47,325 Closed
IA
47
Icon Advisers
Colorado
-$218K -13,751 Closed
FIA
48
FNY Investment Advisers
New York
-$79K -5,000 Closed
Citigroup
49
Citigroup
New York
-$1K -54 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
+$266 +17 New

AIF Hedge Fund Activity: Q4 2021 in Review

44 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q4 2021, worth a combined $93.8M — down 9.4% from $103M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AIF positions and 5 closed out — a net gain of 4 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.37M. The largest seller was Saba Capital Management, cutting an estimated $11M.

  • 44 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $93.8M of Apollo Tactical Income Fund Inc. stock for Q4 2021, down 9.4% quarter-over-quarter.
  • 9 funds opened new Apollo Tactical Income Fund Inc. positions in Q4 2021 and 5 closed out, a net change of +4 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q4 2021 was Shaker Financial Services, an estimated $2.37M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q4 2021 was Saba Capital Management, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2021.