We are live on ! Find out more
AIF

Apollo Tactical Income Fund Inc.

Delisted

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

34 hedge funds and large institutions have $56.7M invested in Apollo Tactical Income Fund Inc. in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

6% more funds holding

Funds holding: 3234 (+2)

9% less capital invested

Capital invested by funds: $62.2M → $56.7M (-$5.55M)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$12.9M +$75.7K +4,993 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$7.35M -$2.21M -145,864 -23%
Wells Fargo
3
Wells Fargo
California
$6.66M +$162K +10,661 +3%
Bessemer Group
4
Bessemer Group
New Jersey
$6.14M
LCM
5
Laurion Capital Management
New York
$4.71M +$1.15M +75,664 +33%
RCM
6
Rivernorth Capital Management
Florida
$2.77M -$3.47M -228,995 -56%
SCM
7
Saba Capital Management
New York
$2.17M -$204K -13,478 -9%
GC
8
Guggenheim Capital
Illinois
$2.07M -$23K -1,515 -1%
Invesco
9
Invesco
Georgia
$1.98M -$1.4M -92,097 -42%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.67M +$17.9K +1,179 +1%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$1.09M +$159K +10,459 +17%
YMRC
12
Yorktown Management & Research Company
Virginia
$926K
SIA
13
Sit Investment Associates
Minnesota
$924K +$907K +59,775 New
UBS Group
14
UBS Group
Switzerland
$867K +$40.8K +2,688 +5%
MIG
15
Mariner Investment Group
New York
$635K -$77.6K -5,119 -11%
BRF
16
B. Riley Financial
California
$537K +$1.79K +118 +0.3%
Bank of America
17
Bank of America
North Carolina
$493K -$422K -27,822 -47%
SFS
18
Shaker Financial Services
Virginia
$462K -$664K -43,781 -62%
BTS
19
BB&T Securities
Virginia
$446K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$371K +$148K +9,738 +68%
DA
21
Doliver Advisors
Texas
$299K +$293K +19,313 New
LPL Financial
22
LPL Financial
California
$213K -$44K -2,900 -17%
Stifel Financial
23
Stifel Financial
Missouri
$197K -$76.8K -5,065 -28%
Citigroup
24
Citigroup
New York
$176K +$516 +34 +0.3%
CIA
25
Capital Investment Advisors
Georgia
$158K

AIF Hedge Fund Activity: Q4 2016 in Review

34 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q4 2016, worth a combined $56.7M — down 8.9% from $62.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AIF positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $1.15M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.47M.

  • 34 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q4 2016, up from 32 in Q3 2016.
  • Funds reported $56.7M of Apollo Tactical Income Fund Inc. stock for Q4 2016, down 8.9% quarter-over-quarter.
  • 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q4 2016 and 2 closed out, a net change of +2 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q4 2016 was Laurion Capital Management, an estimated $1.15M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q4 2016 was Rivernorth Capital Management, an estimated $3.47M sold.

Based on aggregated 13F filings for Q4 2016.