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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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32 hedge funds and large institutions have $75.1M invested in Apollo Tactical Income Fund Inc. in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

16% more capital invested

Capital invested by funds: $64.7M → $75.1M (+$10.4M)

10% more funds holding

Funds holding: 29 → 32 (+3)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
12
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$3.35M
2
Morgan Stanley
Morgan Stanley
New York
+$1.78M
3
SCM
Saba Capital Management
New York
+$1M
4
MIG
Mariner Investment Group
New York
+$761K
5
RCM
Rivernorth Capital Management
Florida
+$537K

Top Sellers

Rank Fund Capital Flow
1
BI
BlueSpruce Investments
Illinois
-$1.39M
2
Franklin Resources
Franklin Resources
California
-$892K
3
U
UBS
Switzerland
-$198K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$140K
5
TRCT
Tower Research Capital (TRC)
New York
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.5M +$1.78M +98,351 +17%
RCM
2
Regiment Capital Management
Massachusetts
$10.5M – – –
SCM
3
Saba Capital Management
New York
$10.2M +$1M +55,422 +11%
AAM
4
Advisors Asset Management
Colorado
$7.97M +$3.35M +185,610 +75%
RCM
5
Rivernorth Capital Management
Florida
$5.99M +$537K +29,757 +10%
BTS
6
BB&T Securities
Virginia
$5.13M +$218K +12,070 +76%
Wells Fargo
7
Wells Fargo
California
$3.32M +$268K +14,859 +9%
RVP
8
Relative Value Partners
Illinois
$2.77M -$5.97K -331 -0.2%
MIG
9
Mariner Investment Group
New York
$2.74M +$761K +42,176 +39%
BI
10
BlueSpruce Investments
Illinois
$1.87M -$1.39M -77,175 -43%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$1.84M – – –
AMH
12
Apollo Management Holdings
New York
$1.83M – – –
Bank of America
13
Bank of America
North Carolina
$1.33M +$59.7K +3,310 +5%
U
14
UBS
Switzerland
$1.23M -$198K -10,991 -14%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$1.18M -$140K -7,735 -11%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.11M +$80.7K +4,471 +8%
SFS
17
Shaker Financial Services
Virginia
$855K -$18.5K -1,026 -2%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$523K +$261K +14,473 +103%
GC
19
Guggenheim Capital
Illinois
$431K +$424K +23,475 New
LPL Financial
20
LPL Financial
California
$320K +$30.7K +1,700 +11%
Deutsche Bank
21
Deutsche Bank
Germany
$256K +$69.7K +3,860 +38%
PPA
22
Parametric Portfolio Associates
Washington
$254K +$250K +13,857 New
OC
23
Oppenheimer & Co
New York
$211K – – –
Citadel Advisors
24
Citadel Advisors
Florida
$204K +$201K +11,137 New
BRWM
25
B. Riley Wealth Management
Tennessee
$183K – – –
1
2

AIF Hedge Fund Activity: Q2 2014 in Review

32 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2014, worth a combined $75.1M — up 16% from $64.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AIF positions and 1 closed out — a net gain of 3 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $3.35M. The largest seller was BlueSpruce Investments, cutting an estimated $1.39M.

  • 32 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2014, up from 29 in Q1 2014.
  • Funds reported $75.1M of Apollo Tactical Income Fund Inc. stock for Q2 2014, up 16% quarter-over-quarter.
  • 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2014 and 1 closed out, a net change of +3 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2014 was Advisors Asset Management, an estimated $3.35M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2014 was BlueSpruce Investments, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2014.