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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 $65.7M invested in Apollo Tactical Income Fund Inc. in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

12% more funds holding

Funds holding: 2629 (+3)

4% more capital invested

Capital invested by funds: $63.4M → $65.7M (+$2.34M)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$17.1M +$456 +28 +0%
Wells Fargo
2
Wells Fargo
California
$14.4M +$203K +12,478 +1%
PPA
3
Parametric Portfolio Associates
Washington
$9.07M -$1.25M -76,527 -12%
Morgan Stanley
4
Morgan Stanley
New York
$9.07M +$733K +45,038 +9%
Bessemer Group
5
Bessemer Group
New Jersey
$4.65M -$408K -25,100 -8%
SFS
6
Shaker Financial Services
Virginia
$2.82M +$2.46M +151,126 +666%
GC
7
Guggenheim Capital
Illinois
$2.54M +$125K +7,658 +5%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.46M -$58.9K -3,620 -4%
UBS Group
9
UBS Group
Switzerland
$769K +$5.92K +364 +0.8%
Bank of America
10
Bank of America
North Carolina
$603K +$121K +7,458 +25%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$417K -$537 -33 -0.1%
LPL Financial
12
LPL Financial
California
$415K +$417K +25,600 New
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$401K +$403K +24,766 New
BRF
14
B. Riley Financial
California
$394K +$11.1K +685 +3%
Invesco
15
Invesco
Georgia
$308K -$592K -36,394 -66%
JP Morgan Chase
16
JP Morgan Chase
New York
$259K -$65.1K -4,000 -20%
DA
17
Doliver Advisors
Texas
$242K +$243K +14,903 New
CIA
18
Capital Investment Advisors
Georgia
$166K
Stifel Financial
19
Stifel Financial
Missouri
$165K +$165K +10,139 New
ASN
20
Advisory Services Network
Georgia
$118K +$16.3K +1,000 +16%
SG Americas Securities
21
SG Americas Securities
New York
$110K +$10.4K +641 +10%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$89K +$89.3K +5,486 New
AMH
23
Apollo Management Holdings
New York
$85K
Citigroup
24
Citigroup
New York
$23K
SPIA
25
Steward Partners Investment Advisory
New York
$20K

AIF Hedge Fund Activity: Q3 2017 in Review

29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2017, worth a combined $65.7M — up 3.7% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AIF positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.46M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.25M.

  • 29 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2017, up from 26 in Q2 2017.
  • Funds reported $65.7M of Apollo Tactical Income Fund Inc. stock for Q3 2017, up 3.7% quarter-over-quarter.
  • 6 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2017 and 3 closed out, a net change of +3 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q3 2017 was Shaker Financial Services, an estimated $2.46M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q3 2017 was Parametric Portfolio Associates, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2017.