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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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51 hedge funds and large institutions have $71M invested in Apollo Tactical Income Fund Inc. in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 57 → 51 (-6)

11% less capital invested

Capital invested by funds: $79.7M → $71M (-$8.65M)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
51
Holders Change
-6
Holders Change %
-10.53%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
API
Advisor Partners II
California
+$3.86M
2
FIA
Foundations Investment Advisors
Arizona
+$372K
3
GC
Guggenheim Capital
Illinois
+$301K
4
CCP
Clough Capital Partners
Massachusetts
+$205K
5
QL
Quarry LP
New York
+$205K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$5.58M
2
Morgan Stanley
Morgan Stanley
New York
-$4.02M
3
SFS
Shaker Financial Services
Virginia
-$1.92M
4
LSC
Logan Stone Capital
Illinois
-$1.03M
5
MC
Matisse Capital
Oregon
-$874K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$348K -$2.61K -200 -0.8%
UBS Group
27
UBS Group
Switzerland
$299K -$10.6K -813 -4%
CA
28
Cetera Advisors
Colorado
$288K +$2.61K +200 +0.9%
Stifel Financial
29
Stifel Financial
Missouri
$269K -$27.7K -2,129 -10%
JRCM
30
Jones Road Capital Management
New York
$267K – – –
WLPWM
31
Walled Lake Planning & Wealth Management
Illinois
$267K +$49.9K +3,830 +24%
MC
32
Moors & Cabot
Massachusetts
$253K -$40.1K -3,075 -14%
JP Morgan Chase
33
JP Morgan Chase
New York
$253K +$184K +14,124 +295%
CA
34
CoreCap Advisors
Michigan
$245K +$89.9K +6,900 +61%
NA
35
Nottingham Advisors
New York
$210K +$33.2K +2,549 +19%
CCP
36
Clough Capital Partners
Massachusetts
$210K +$205K +15,700 New
QL
37
Quarry LP
New York
$210K +$205K +15,700 New
KAS
38
Kestra Advisory Services
Texas
$140K -$126K -9,709 -48%
CAN
39
Cetera Advisor Networks
California
$138K +$2.51K +193 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$135K -$2.15K -165 -2%
SIA
41
Sit Investment Associates
Minnesota
$73K – – –
AMH
42
Apollo Management Holdings
New York
$70K – – –
GWSG
43
GPS Wealth Strategies Group
Colorado
$57.6K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$40.4K -$7.7K -591 -16%
FCA
45
FinTrust Capital Advisors
South Carolina
$35.2K +$34.3K +2,635 New
NA
46
NewEdge Advisors
Louisiana
$30.7K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$10.7K – – –
Comerica Bank
48
Comerica Bank
Texas
$7.05K +$6.87K +527 New
CCP
49
Carmel Capital Partners
California
$4.01K -$3.91K -300 -50%
LFG
50
Larson Financial Group
Missouri
$1.14K – – –
1
2
3

AIF Hedge Fund Activity: Q3 2023 in Review

51 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2023, worth a combined $71M — down 11% from $79.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AIF and 5 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 14 added.

The largest buyer was Advisor Partners II, opening a new position worth an estimated $3.86M. The largest seller was Saba Capital Management, cutting an estimated $5.58M.

  • 51 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2023, down from 57 in Q2 2023.
  • Funds reported $71M of Apollo Tactical Income Fund Inc. stock for Q3 2023, down 11% quarter-over-quarter.
  • 5 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2023 and 11 closed out, a net change of -6 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q3 2023 was Advisor Partners II, an estimated $3.86M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q3 2023 was Saba Capital Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2023.