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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 $63.9M invested in Apollo Tactical Income Fund Inc. in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 34 → 32 (-2)

11% less capital invested

Capital invested by funds: $71.7M → $63.9M (-$7.85M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$859K
2
Wells Fargo
Wells Fargo
California
+$396K
3
GC
Guggenheim Capital
Illinois
+$388K
4
Stifel Financial
Stifel Financial
Missouri
+$259K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$104K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$4.61M
2
BI
BlueSpruce Investments
Illinois
-$2.64M
3
WAM
Wolverine Asset Management
Illinois
-$1.2M
4
MIG
Mariner Investment Group
New York
-$860K
5
AAM
Advisors Asset Management
Colorado
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$13.5M -$714K -50,375 -5%
Morgan Stanley
2
Morgan Stanley
New York
$10.8M +$859K +60,662 +9%
RCM
3
Rivernorth Capital Management
Florida
$6.03M -$223K -15,721 -4%
Bessemer Group
4
Bessemer Group
New Jersey
$5.73M -$425K -30,000 -7%
Wells Fargo
5
Wells Fargo
California
$5.18M +$396K +27,974 +8%
Invesco
6
Invesco
Georgia
$4.09M -$119K -8,385 -3%
SFS
7
Shaker Financial Services
Virginia
$3.07M -$513K -36,187 -15%
SCM
8
Saba Capital Management
New York
$2.84M -$324K -22,879 -10%
GC
9
Guggenheim Capital
Illinois
$1.66M +$388K +27,418 +31%
LCM
10
Laurion Capital Management
New York
$1.59M -$213K -15,062 -12%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.54M +$104K +7,372 +7%
MIG
12
Mariner Investment Group
New York
$1.33M -$860K -60,731 -40%
Bank of America
13
Bank of America
North Carolina
$1.08M -$63.4K -4,479 -6%
YMRC
14
Yorktown Management & Research Company
Virginia
$866K -$142K -10,000 -14%
UBS Group
15
UBS Group
Switzerland
$803K -$9.39K -663 -1%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$732K -$17.5K -1,234 -2%
RVPG
17
Relative Value Partners Group
$636K -$372K -26,238 -37%
BRF
18
B. Riley Financial
California
$500K – – –
BTS
19
BB&T Securities
Virginia
$415K +$22.4K +1,580 +6%
Citigroup
20
Citigroup
New York
$307K -$4.76K -336 -2%
WAM
21
Wolverine Asset Management
Illinois
$290K -$1.2M -84,981 -81%
Stifel Financial
22
Stifel Financial
Missouri
$263K +$259K +18,251 New
LPL Financial
23
LPL Financial
California
$231K -$167K -11,800 -42%
Deutsche Bank
24
Deutsche Bank
Germany
$79K – – –
MFS
25
MSI Financial Services
Massachusetts
$77K +$32.9K +2,322 +77%
1
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AIF Hedge Fund Activity: Q2 2016 in Review

32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2016, worth a combined $63.9M — down 11% from $71.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AIF and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $859K. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $4.61M sold.

  • 32 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2016, down from 34 in Q1 2016.
  • Funds reported $63.9M of Apollo Tactical Income Fund Inc. stock for Q2 2016, down 11% quarter-over-quarter.
  • 3 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2016 and 4 closed out, a net change of -1 holder.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2016 was Morgan Stanley, an estimated $859K added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2016 was Parametric Portfolio Associates, an estimated $4.61M sold.

Based on aggregated 13F filings for Q2 2016.