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AIF

Apollo Tactical Income Fund Inc.

Delisted

AIF was delisted on the 19th of July, 2024.

32 hedge funds and large institutions have $62.9M invested in Apollo Tactical Income Fund Inc. in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

105% more capital invested

Capital invested by funds: $30.7M → $62.9M (+$32.2M)

78% more funds holding

Funds holding: 1832 (+14)

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

Holders
32
Holders Change
+14
Holders Change %
+77.78%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.8M +$1.33M +77,185 +15%
RCM
2
Regiment Capital Management
Massachusetts
$10.3M +$9.94M +575,000 New
SCM
3
Saba Capital Management
New York
$8.46M +$1.2M +69,307 +17%
RCM
4
Rivernorth Capital Management
Florida
$7.75M -$17.2K -994 -0.2%
Wells Fargo
5
Wells Fargo
California
$3.31M +$2.14M +123,681 +205%
RVP
6
Relative Value Partners
Illinois
$2.88M +$2.76M +159,872 New
BI
7
BlueSpruce Investments
Illinois
$2.63M +$2.52M +146,026 New
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$1.89M +$1.82M +105,086 New
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$1.8M +$1.73M +100,000 New
Invesco
10
Invesco
Georgia
$1.79M +$209K +12,100 +14%
AAM
11
Advisors Asset Management
Colorado
$1.73M +$1.29M +74,551 +346%
MIG
12
Mariner Investment Group
New York
$1.59M +$1.53M +88,446 New
U
13
UBS
Switzerland
$1.38M +$1.11M +64,092 +509%
RCM
14
Robinson Capital Management
Michigan
$1.24M +$1.18M +68,550 New
Bank of America
15
Bank of America
North Carolina
$1.11M -$1.53M -88,644 -59%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$980K +$14.7K +850 +2%
Franklin Resources
17
Franklin Resources
California
$900K +$864K +50,000 New
WAM
18
Wolverine Asset Management
Illinois
$476K +$458K +26,497 New
SFS
19
Shaker Financial Services
Virginia
$318K +$305K +17,664 New
PP
20
Paloma Partners
Connecticut
$239K +$229K +13,270 New
VKH
21
Virtu KCG Holdings
New York
$234K +$225K +13,018 New
LPL Financial
22
LPL Financial
California
$226K +$217K +12,550 New
OC
23
Oppenheimer & Co
New York
$207K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$128K +$123K +7,130 New
Deutsche Bank
25
Deutsche Bank
Germany
$126K -$121K -7,000 -50%

AIF Hedge Fund Activity: Q4 2013 in Review

32 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q4 2013, worth a combined $62.9M — up 105% from $30.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AIF positions and 4 closed out — a net gain of 14 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Regiment Capital Management, opening a new position worth an estimated $9.94M. The largest seller was Bank of America, cutting an estimated $1.53M.

  • 32 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q4 2013, up from 18 in Q3 2013.
  • Funds reported $62.9M of Apollo Tactical Income Fund Inc. stock for Q4 2013, up 105% quarter-over-quarter.
  • 18 funds opened new Apollo Tactical Income Fund Inc. positions in Q4 2013 and 4 closed out, a net change of +14 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q4 2013 was Regiment Capital Management, an estimated $9.94M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q4 2013 was Bank of America, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2013.