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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

36 hedge funds and large institutions have $71.2M invested in Apollo Tactical Income Fund Inc. in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

24% more funds holding

Funds holding: 2936 (+7)

8% more capital invested

Capital invested by funds: $65.7M → $71.2M (+$5.46M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
8
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$15.5M -$1.14M -71,841 -7%
Wells Fargo
2
Wells Fargo
California
$13.2M -$843K -52,923 -6%
PPA
3
Parametric Portfolio Associates
Washington
$9.51M +$700K +43,958 +8%
Morgan Stanley
4
Morgan Stanley
New York
$9M +$193K +12,119 +2%
Bessemer Group
5
Bessemer Group
New Jersey
$3.57M -$956K -60,000 -21%
RCM
6
Rivernorth Capital Management
Florida
$3.07M +$3.1M +194,728 New
GC
7
Guggenheim Capital
Illinois
$2.41M -$57.5K -3,609 -2%
SFS
8
Shaker Financial Services
Virginia
$2.23M -$514K -32,251 -19%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$2.09M +$1.72M +107,994 +436%
LCM
10
Laurion Capital Management
New York
$1.63M +$1.64M +103,222 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.42M -$3.92K -246 -0.3%
UBS Group
12
UBS Group
Switzerland
$858K +$113K +7,074 +15%
WAM
13
Wolverine Asset Management
Illinois
$838K +$848K +53,250 New
CRC
14
Curi RMB Capital
Illinois
$693K +$701K +44,015 New
BFM
15
Boothbay Fund Management
New York
$646K +$653K +41,000 New
Bank of America
16
Bank of America
North Carolina
$547K -$39.9K -2,506 -7%
SG Americas Securities
17
SG Americas Securities
New York
$510K +$407K +25,548 +375%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$501K +$96.7K +6,068 +24%
MIG
19
Mariner Investment Group
New York
$475K +$480K +30,163 New
DA
20
Doliver Advisors
Texas
$405K +$172K +10,813 +73%
LPL Financial
21
LPL Financial
California
$386K -$17.5K -1,100 -4%
BRF
22
B. Riley Financial
California
$383K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$283K +$287K +17,992 New
AM
24
Ares Management
California
$235K +$239K +15,000 New
JP Morgan Chase
25
JP Morgan Chase
New York
$173K -$79.6K -5,000 -31%

AIF Hedge Fund Activity: Q4 2017 in Review

36 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q4 2017, worth a combined $71.2M — up 8.3% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AIF positions and 5 closed out — a net gain of 7 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $3.1M. The largest seller was Advisors Asset Management, cutting an estimated $1.14M.

  • 36 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q4 2017, up from 29 in Q3 2017.
  • Funds reported $71.2M of Apollo Tactical Income Fund Inc. stock for Q4 2017, up 8.3% quarter-over-quarter.
  • 12 funds opened new Apollo Tactical Income Fund Inc. positions in Q4 2017 and 5 closed out, a net change of +7 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q4 2017 was Rivernorth Capital Management, an estimated $3.1M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q4 2017 was Advisors Asset Management, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2017.