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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

26 hedge funds and large institutions have $63.4M invested in Apollo Tactical Income Fund Inc. in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

13% more capital invested

Capital invested by funds: $55.8M → $63.4M (+$7.52M)

10% less funds holding

Funds holding: 2926 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$17.1M +$1.45M +88,532 +9%
Wells Fargo
2
Wells Fargo
California
$14.3M +$745K +45,362 +5%
PPA
3
Parametric Portfolio Associates
Washington
$10.3M +$10.5M +636,131 New
Morgan Stanley
4
Morgan Stanley
New York
$8.37M -$249K -15,161 -3%
Bessemer Group
5
Bessemer Group
New Jersey
$5.07M -$800K -48,682 -14%
GC
6
Guggenheim Capital
Illinois
$2.42M +$407K +24,769 +20%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.53M +$10.7K +650 +0.7%
Invesco
8
Invesco
Georgia
$901K -$568K -34,565 -38%
UBS Group
9
UBS Group
Switzerland
$766K -$137K -8,343 -15%
Bank of America
10
Bank of America
North Carolina
$484K +$54.2K +3,297 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$420K +$3.94K +240 +0.9%
BRF
12
B. Riley Financial
California
$385K
SFS
13
Shaker Financial Services
Virginia
$369K +$373K +22,682 New
JP Morgan Chase
14
JP Morgan Chase
New York
$325K +$263K +16,000 +400%
CIA
15
Capital Investment Advisors
Georgia
$167K
ASN
16
Advisory Services Network
Georgia
$102K +$63.4K +3,860 +161%
SG Americas Securities
17
SG Americas Securities
New York
$100K +$101K +6,167 New
AMH
18
Apollo Management Holdings
New York
$85K
NA
19
NewEdge Advisors
Louisiana
$28.4K +$28.4K +1,729 New
Citigroup
20
Citigroup
New York
$23K -$82 -5 -0.3%
Creative Planning
21
Creative Planning
Kansas
$21K -$8.38K -510 -29%
SPIA
22
Steward Partners Investment Advisory
New York
$20K
AG
23
Advisor Group
Arizona
$10K
IA
24
IFP Advisors
Florida
$8K
PCM
25
Penserra Capital Management
California
$6K +$427 +26 +8%

AIF Hedge Fund Activity: Q2 2017 in Review

26 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2017, worth a combined $63.4M — up 13% from $55.8M 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 9 added.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $10.5M. The largest seller was Yorktown Management & Research Company, exiting entirely with an estimated $1.32M sold.

  • 26 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2017, down from 29 in Q1 2017.
  • Funds reported $63.4M of Apollo Tactical Income Fund Inc. stock for Q2 2017, up 13% quarter-over-quarter.
  • 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2017 and 7 closed out, a net change of -3 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $10.5M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2017 was Yorktown Management & Research Company, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2017.