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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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57 hedge funds and large institutions have $79.7M invested in Apollo Tactical Income Fund Inc. in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $76.6M → $79.7M (+$3.06M)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

3% less funds holding

Funds holding: 59 → 57 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$2.47M
2
Invesco
Invesco
Georgia
+$361K
3
AA
AQR Arbitrage
Connecticut
+$317K
4
Morgan Stanley
Morgan Stanley
New York
+$246K
5
GC
Guggenheim Capital
Illinois
+$246K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.17M
2
AAM
Advisors Asset Management
Colorado
-$1.01M
3
Wells Fargo
Wells Fargo
California
-$823K
4
Cohen & Steers
Cohen & Steers
New York
-$810K
5
Walleye Capital
Walleye Capital
New York
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$542K +$317K +25,680 +151%
SI
27
Stephens Inc
Arkansas
$518K – – –
OC
28
Oppenheimer & Co
New York
$442K – – –
Goldman Sachs
29
Goldman Sachs
New York
$402K – – –
AWS
30
Atria Wealth Solutions
New York
$332K -$1.23K -100 -0.4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$310K +$156K +12,690 +108%
UBS Group
32
UBS Group
Switzerland
$294K -$9.21K -747 -3%
Stifel Financial
33
Stifel Financial
Missouri
$283K -$18K -1,461 -6%
MC
34
Moors & Cabot
Massachusetts
$279K -$9.86K -800 -4%
CA
35
Cetera Advisors
Colorado
$270K -$21.6K -1,750 -8%
HighTower Advisors
36
HighTower Advisors
Illinois
$266K +$56.6K +4,595 +27%
KAS
37
Kestra Advisory Services
Texas
$256K +$120K +9,709 +93%
JRCM
38
Jones Road Capital Management
New York
$254K – – –
WLPWM
39
Walled Lake Planning & Wealth Management
Illinois
$205K +$199K +16,130 New
NA
40
Nottingham Advisors
New York
$167K +$22.8K +1,852 +16%
CA
41
CoreCap Advisors
Michigan
$145K +$141K +11,400 New
IAA
42
Ironsides Asset Advisors
North Carolina
$134K +$131K +10,653 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$130K +$127K +10,265 New
CAN
44
Cetera Advisor Networks
California
$129K +$505 +41 +0.4%
SIA
45
Sit Investment Associates
Minnesota
$69K – – –
AMH
46
Apollo Management Holdings
New York
$66.4K – – –
JP Morgan Chase
47
JP Morgan Chase
New York
$60.7K +$29.6K +2,404 +101%
GWSG
48
GPS Wealth Strategies Group
Colorado
$54.7K +$53.1K +4,307 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$45.9K – – –
NA
50
NewEdge Advisors
Louisiana
$29.2K +$37 +3 +0.1%
1
2
3

AIF Hedge Fund Activity: Q2 2023 in Review

57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2023, worth a combined $79.7M — up 4% from $76.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AIF and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $2.47M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.17M sold.

  • 57 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2023, down from 59 in Q1 2023.
  • Funds reported $79.7M of Apollo Tactical Income Fund Inc. stock for Q2 2023, up 4% quarter-over-quarter.
  • 8 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2023 and 10 closed out, a net change of -2 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2023 was Foundations Investment Advisors, an estimated $2.47M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2023 was Rivernorth Capital Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2023.