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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

48 hedge funds and large institutions have $78.8M invested in Apollo Tactical Income Fund Inc. in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

7% more funds holding

Funds holding: 4548 (+3)

14% less capital invested

Capital invested by funds: $91.6M → $78.8M (-$12.8M)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% 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
20
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$381K
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$345K -$6.07K -459 -2%
CPC
28
Congress Park Capital
New York
$343K +$179K +13,500 +90%
FF
29
FourThought Financial
Florida
$315K -$65.7K -4,964 -16%
Stifel Financial
30
Stifel Financial
Missouri
$302K -$41.4K -3,131 -11%
UBS Group
31
UBS Group
Switzerland
$293K +$5.19K +392 +2%
CA
32
Cetera Advisors
Colorado
$287K +$8.66K +655 +3%
LCM
33
Landscape Capital Management
New Jersey
$248K +$104K +7,881 +62%
H6H
34
Hightower 6M Holding
Kansas
$228K -$12.7K -962 -5%
RJA
35
Raymond James & Associates
Florida
$178K -$1.57K -119 -0.8%
BCM
36
Bluefin Capital Management
New York
$170K -$99.4K -7,510 -35%
WAM
37
Wolverine Asset Management
Illinois
$141K +$106K +7,989 +213%
KAS
38
Kestra Advisory Services
Texas
$138K +$13.1K +992 +9%
Lazard Asset Management
39
Lazard Asset Management
New York
$78K
AMH
40
Apollo Management Holdings
New York
$63K
CA
41
CoreCap Advisors
Michigan
$12K +$13.2K +1,000 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$10K
IA
43
IFP Advisors
Florida
$9K
Bessemer Group
44
Bessemer Group
New Jersey
$4K +$278 +21 +7%
SWM
45
Spire Wealth Management
Virginia
$4K +$4.63K +350 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2K +$2.99K +226 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$1K -$357 -27 -27%
LFG
48
Larson Financial Group
Missouri
$1K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1K +$595 +45 New
MCC
50
Money Concepts Capital
Florida
-$7K -500 Closed

AIF Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2022, worth a combined $78.8M — down 14% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AIF positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.65M.

  • 48 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $78.8M of Apollo Tactical Income Fund Inc. stock for Q2 2022, down 14% quarter-over-quarter.
  • 7 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2022 and 3 closed out, a net change of +4 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2022 was Morgan Stanley, an estimated $17.8M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2022.