Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
46 hedge funds and large institutions have $109M invested in Apollo Tactical Income Fund Inc. in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 13 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
14% more capital invested
Capital invested by funds: $95.1M → $109M (+$13.7M)
13% less funds holding
Funds holding: 53 → 46 (-7)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$9.53M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.79M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.27M |
| 4 |
Barclays
London,
United Kingdom
|
+$759K |
| 5 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$685K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.69M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$679K |
| 3 |
QC
Quantedge Capital
Singapore
|
-$667K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$336K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCFM
51
Clear Creek Financial Management
Silverdale,
Washington
| – | -$209K | -14,451 | Closed |
|
|
BRWM
52
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$177K | -12,226 | Closed |
|
53
JP Morgan Chase
New York
| – | -$51K | -3,500 | Closed |
|
|
PWPS
54
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$43K | -2,945 | Closed |
|
|
VBCG
55
Valley Brook Capital Group
Venetia,
Pennsylvania
| – | -$14K | -1,000 | Closed |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -270 | Closed |
|
|
MA
57
Montag & Associates
Atlanta,
Georgia
| – | -$3K | -201 | Closed |
|
|
PFO
58
Pathstone Family Office
Englewood,
New Jersey
| – | -$1K | -92 | Closed |
|
|
WLPWM
59
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$1K | -54 | Closed |
|
AIF Hedge Fund Activity: Q1 2021 in Review
46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2021, worth a combined $109M — up 14% from $95.1M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of AIF and 7 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 19 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $9.53M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $1.69M sold.
- 46 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2021, down from 53 in Q4 2020.
- Funds reported $109M of Apollo Tactical Income Fund Inc. stock for Q1 2021, up 14% quarter-over-quarter.
- 7 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2021 and 13 closed out, a net change of -6 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $9.53M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q1 2021 was Curi RMB Capital, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2021.