Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
53 hedge funds and large institutions have $95.1M invested in Apollo Tactical Income Fund Inc. in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
30% more capital invested
Capital invested by funds: $73M → $95.1M (+$22M)
13% more funds holding
Funds holding: 47 → 53 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.03M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.71M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.47M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.57M |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$799K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.61M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$638K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$490K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$357K |
| 5 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
PFO
52
Pathstone Family Office
Englewood,
New Jersey
| $1K | – | – | – |
|
|
SFS
53
Sowell Financial Services
North Little Rock,
Arkansas
| $1K | – | – | – |
|
|
WAM
54
Wolverine Asset Management
Chicago,
Illinois
| – | -$490K | -38,627 | Closed |
|
|
LCM
55
Landscape Capital Management
Englewood,
New Jersey
| – | -$207K | -16,258 | Closed |
|
56
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$180K | -14,153 | Closed |
|
57
Invesco
Atlanta,
Georgia
| – | -$145K | -11,425 | Closed |
|
58
Goldman Sachs
New York
| – | -$127K | -10,007 | Closed |
|
|
GWM
59
Geneos Wealth Management
Englewood,
Colorado
| – | -$26K | -2,100 | Closed |
|
|
NFSG
60
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$14K | -1,109 | Closed |
|
AIF Hedge Fund Activity: Q4 2020 in Review
53 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q4 2020, worth a combined $95.1M — up 30% from $73M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AIF positions and 7 closed out — a net gain of 6 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.03M. The largest seller was Wells Fargo, cutting an estimated $1.61M.
- 53 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q4 2020, up from 47 in Q3 2020.
- Funds reported $95.1M of Apollo Tactical Income Fund Inc. stock for Q4 2020, up 30% quarter-over-quarter.
- 13 funds opened new Apollo Tactical Income Fund Inc. positions in Q4 2020 and 7 closed out, a net change of +6 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $3.03M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q4 2020 was Wells Fargo, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2020.