We are live on ! Find out more
AIF

Apollo Tactical Income Fund Inc.

Delisted

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

29 hedge funds and large institutions have $64.7M invested in Apollo Tactical Income Fund Inc. in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

3% more capital invested

Capital invested by funds: $62.9M → $64.7M (+$1.75M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 3229 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
12
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.4M -$316K -17,628 -3%
RCM
2
Regiment Capital Management
Massachusetts
$10.3M
SCM
3
Saba Capital Management
New York
$8.94M +$561K +31,273 +7%
RCM
4
Rivernorth Capital Management
Florida
$5.3M -$2.4M -133,985 -31%
AAM
5
Advisors Asset Management
Colorado
$4.44M +$2.74M +152,681 +159%
BI
6
BlueSpruce Investments
Illinois
$3.2M +$596K +33,201 +23%
Wells Fargo
7
Wells Fargo
California
$2.96M -$325K -18,123 -10%
BTS
8
BB&T Securities
Virginia
$2.84M +$286K +15,932 New
RVP
9
Relative Value Partners
Illinois
$2.7M -$153K -8,544 -5%
MIG
10
Mariner Investment Group
New York
$1.91M +$334K +18,598 +21%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$1.79M
AMH
12
Apollo Management Holdings
New York
$1.78M +$1.79M +100,000 New
U
13
UBS
Switzerland
$1.4M +$27.9K +1,557 +2%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$1.3M -$592K -33,018 -31%
Bank of America
15
Bank of America
North Carolina
$1.23M +$129K +7,167 +12%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1M +$32.3K +1,800 +3%
Franklin Resources
17
Franklin Resources
California
$892K
SFS
18
Shaker Financial Services
Virginia
$850K +$538K +29,962 +170%
LPL Financial
19
LPL Financial
California
$281K +$57.4K +3,200 +25%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$250K +$162K +9,022 +180%
OC
21
Oppenheimer & Co
New York
$205K
Deutsche Bank
22
Deutsche Bank
Germany
$180K +$56.3K +3,140 +45%
BRWM
23
B. Riley Wealth Management
Tennessee
$178K +$179K +10,000 New
TRCT
24
Tower Research Capital (TRC)
New York
$107K +$108K +6,000 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$89K -$38.1K -2,126 -30%

AIF Hedge Fund Activity: Q1 2014 in Review

29 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2014, worth a combined $64.7M — up 2.8% from $62.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AIF and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 12 added.

The largest buyer was Advisors Asset Management, adding an estimated $2.74M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.4M.

  • 29 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2014, down from 32 in Q4 2013.
  • Funds reported $64.7M of Apollo Tactical Income Fund Inc. stock for Q1 2014, up 2.8% quarter-over-quarter.
  • 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2014 and 7 closed out, a net change of -3 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q1 2014 was Advisors Asset Management, an estimated $2.74M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q1 2014 was Rivernorth Capital Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2014.