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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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59 hedge funds and large institutions have $76.6M invested in Apollo Tactical Income Fund Inc. in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 56 → 59 (+3)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

7% less capital invested

Capital invested by funds: $82M → $76.6M (-$5.35M)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.05M
2
SCM
Saba Capital Management
New York
+$928K
3
Invesco
Invesco
Georgia
+$616K
4
SI
Stephens Inc
Arkansas
+$381K
5
Walleye Capital
Walleye Capital
New York
+$315K

Top Sellers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.11M
2
RCM
Rivernorth Capital Management
Florida
-$3.03M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$741K
4
Wells Fargo
Wells Fargo
California
-$687K
5
Morgan Stanley
Morgan Stanley
New York
-$380K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
Stephens Inc
Arkansas
$494K +$381K +30,383 +292%
OC
27
Oppenheimer & Co
New York
$422K – – –
Goldman Sachs
28
Goldman Sachs
New York
$384K – – –
AWS
29
Atria Wealth Solutions
New York
$319K – – –
Walleye Capital
30
Walleye Capital
New York
$304K +$315K +25,106 New
WAM
31
Wolverine Asset Management
Illinois
$300K +$311K +24,766 New
UBS Group
32
UBS Group
Switzerland
$290K +$9.46K +754 +3%
Stifel Financial
33
Stifel Financial
Missouri
$288K -$20.1K -1,605 -6%
CA
34
Cetera Advisors
Colorado
$280K -$2.51K -200 -0.9%
MC
35
Moors & Cabot
Massachusetts
$277K +$19.4K +1,550 +7%
JRCM
36
Jones Road Capital Management
New York
$242K +$251K +20,000 New
AA
37
AQR Arbitrage
Connecticut
$206K +$25.4K +2,028 +14%
HighTower Advisors
38
HighTower Advisors
Illinois
$201K -$4.13K -329 -2%
LCM
39
Landscape Capital Management
New Jersey
$149K +$154K +12,313 New
AWM
40
Accurate Wealth Management
Florida
$143K +$146K +11,616 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$142K -$741K -59,079 -83%
NA
42
Nottingham Advisors
New York
$137K +$142K +11,307 New
KAS
43
Kestra Advisory Services
Texas
$127K -$10.8K -864 -8%
CAN
44
Cetera Advisor Networks
California
$122K -$2.44K -195 -2%
SIA
45
Sit Investment Associates
Minnesota
$66K – – –
AMH
46
Apollo Management Holdings
New York
$63.5K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$43.8K -$35.5K -2,827 -44%
JP Morgan Chase
48
JP Morgan Chase
New York
$29K +$29.9K +2,381 New
NA
49
NewEdge Advisors
Louisiana
$27.8K +$75 +6 +0.3%
AAS
50
Ameritas Advisory Services
Nebraska
$18.2K +$18.8K +1,500 New
1
2
3

AIF Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2023, worth a combined $76.6M — down 6.5% from $82M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AIF positions and 7 closed out — a net gain of 4 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.05M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $4.11M.

  • 59 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $76.6M of Apollo Tactical Income Fund Inc. stock for Q1 2023, down 6.5% quarter-over-quarter.
  • 11 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2023 and 7 closed out, a net change of +4 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q1 2023 was Shaker Financial Services, an estimated $1.05M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q1 2023 was Thomas J. Herzfeld Advisors, an estimated $4.11M sold.

Based on aggregated 13F filings for Q1 2023.