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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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$10.2K – – –
CCP
52
Carmel Capital Partners
California
$7.61K – – –
Bessemer Group
53
Bessemer Group
New Jersey
$6K +$1.39K +113 +32%
LFG
54
Larson Financial Group
Missouri
$1.08K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.04K +84 New
EWA
56
EverSource Wealth Advisors
Alabama
$761 – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$13 +$12 +1 New
RCM
58
Rivernorth Capital Management
Florida
– -$1.17M -96,479 Closed
Walleye Capital
59
Walleye Capital
New York
– -$304K -25,106 Closed
WAM
60
Wolverine Asset Management
Illinois
– -$300K -24,766 Closed
LCM
61
Landscape Capital Management
New Jersey
– -$149K -12,313 Closed
AWM
62
Accurate Wealth Management
Florida
– -$143K -11,616 Closed
AAS
63
Ameritas Advisory Services
Nebraska
– -$18.2K -1,500 Closed
ASN
64
Advisory Services Network
Georgia
– -$10.1K -833 Closed
BWA
65
BDO Wealth Advisors
Florida
– -$4.87K -402 Closed
TJHA
66
Thomas J. Herzfeld Advisors
Florida
– -$2.59K -213 Closed
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
– -$885 -73 Closed
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.