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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

29 hedge funds and large institutions have $55.8M invested in Apollo Tactical Income Fund Inc. in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $56.7M → $55.8M (-$822K)

15% less funds holding

Funds holding: 3429 (-5)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
29
Holders Change
-5
Holders Change %
-14.71%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$15.9M +$2.08M +130,448 +16%
Wells Fargo
2
Wells Fargo
California
$13.7M +$6.39M +400,199 +93%
Morgan Stanley
3
Morgan Stanley
New York
$8.72M +$859K +53,803 +11%
Bessemer Group
4
Bessemer Group
New Jersey
$5.94M -$581K -36,389 -9%
GC
5
Guggenheim Capital
Illinois
$2.04M -$157K -9,811 -7%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.53M -$233K -14,604 -14%
Invesco
7
Invesco
Georgia
$1.48M -$607K -38,008 -30%
YMRC
8
Yorktown Management & Research Company
Virginia
$1.32M +$319K +20,000 +33%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$1.17M
SIA
10
Sit Investment Associates
Minnesota
$960K -$23.9K -1,500 -3%
UBS Group
11
UBS Group
Switzerland
$913K -$10.2K -638 -1%
Bank of America
12
Bank of America
North Carolina
$436K -$86.1K -5,390 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$421K +$25K +1,563 +7%
BRF
14
B. Riley Financial
California
$389K -$178K -11,119 -32%
LPL Financial
15
LPL Financial
California
$225K -$1.6K -100 -0.7%
Stifel Financial
16
Stifel Financial
Missouri
$199K -$12.7K -797 -6%
CIA
17
Capital Investment Advisors
Georgia
$169K
AMH
18
Apollo Management Holdings
New York
$86K
JP Morgan Chase
19
JP Morgan Chase
New York
$66K -$240 -15 -0.4%
PFO
20
Pathstone Family Office
New Jersey
$54K +$52K +3,258 New
ASN
21
Advisory Services Network
Georgia
$40K +$38.3K +2,400 New
Creative Planning
22
Creative Planning
Kansas
$29K +$8.14K +510 +40%
Citigroup
23
Citigroup
New York
$23K -$159K -9,983 -87%
SPIA
24
Steward Partners Investment Advisory
New York
$20K
AG
25
Advisor Group
Arizona
$10K

AIF Hedge Fund Activity: Q1 2017 in Review

29 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2017, worth a combined $55.8M — down 1.5% from $56.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AIF and 3 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was Wells Fargo, adding an estimated $6.39M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $4.71M sold.

  • 29 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2017, down from 34 in Q4 2016.
  • Funds reported $55.8M of Apollo Tactical Income Fund Inc. stock for Q1 2017, down 1.5% quarter-over-quarter.
  • 3 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2017 and 8 closed out, a net change of -5 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q1 2017 was Wells Fargo, an estimated $6.39M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q1 2017 was Laurion Capital Management, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2017.