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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
ASN
51
Advisory Services Network
Georgia
$10.1K +$10.4K +833 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$9.7K – – –
CCP
53
Carmel Capital Partners
California
$7.27K +$7.52K +600 New
BWA
54
BDO Wealth Advisors
Florida
$4.87K +$5.04K +402 New
Bessemer Group
55
Bessemer Group
New Jersey
$4K +$63 +5 +1%
TJHA
56
Thomas J. Herzfeld Advisors
Florida
$2.59K -$4.11M -327,880 -100%
LFG
57
Larson Financial Group
Missouri
$1.03K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$885 – – –
EWA
59
EverSource Wealth Advisors
Alabama
$727 – – –
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$283K -23,324 Closed
AC
61
Aristides Capital
Kentucky
– -$175K -14,478 Closed
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
– -$159K -13,094 Closed
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
– -$128K -10,621 Closed
IA
64
IFP Advisors
Florida
– -$10K -633 Closed
MCC
65
Money Concepts Capital
Florida
– -$6.06K -500 Closed
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
– -$1K -45 Closed
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.