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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

32 hedge funds and large institutions have $71.8M invested in Apollo Tactical Income Fund Inc. in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $71.2M → $71.8M (+$624K)

11% less funds holding

Funds holding: 3632 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$15.7M +$468K +29,855 +3%
PPA
2
Parametric Portfolio Associates
Washington
$12.7M +$3.19M +203,887 +34%
Wells Fargo
3
Wells Fargo
California
$9.7M -$3.42M -218,351 -26%
LCM
4
Laurion Capital Management
New York
$6.24M +$4.61M +294,445 +285%
Morgan Stanley
5
Morgan Stanley
New York
$5.38M -$3.59M -228,983 -40%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$4.54M +$2.45M +156,542 +118%
Bessemer Group
7
Bessemer Group
New Jersey
$3.56M
SFS
8
Shaker Financial Services
Virginia
$2.56M +$339K +21,660 +15%
GC
9
Guggenheim Capital
Illinois
$2.06M -$334K -21,348 -14%
RCM
10
Rivernorth Capital Management
Florida
$1.51M -$1.54M -98,479 -51%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.5M +$92.7K +5,922 +7%
Bank of America
12
Bank of America
North Carolina
$1.31M +$761K +48,605 +140%
UBS Group
13
UBS Group
Switzerland
$853K -$2.6K -166 -0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$518K +$18.8K +1,200 +4%
MIG
15
Mariner Investment Group
New York
$474K
LPL Financial
16
LPL Financial
California
$452K +$67.4K +4,301 +18%
Invesco
17
Invesco
Georgia
$432K +$431K +27,539 New
Stifel Financial
18
Stifel Financial
Missouri
$389K +$390K +24,882 New
BRF
19
B. Riley Financial
California
$374K -$7.83K -500 -2%
CRC
20
Curi RMB Capital
Illinois
$361K -$329K -21,002 -48%
AM
21
Ares Management
California
$236K
DA
22
Doliver Advisors
Texas
$184K -$219K -13,981 -54%
RJA
23
Raymond James & Associates
Florida
$175K +$4.28K +273 +3%
CIA
24
Capital Investment Advisors
Georgia
$170K +$9.4K +600 +6%
ASN
25
Advisory Services Network
Georgia
$130K +$15.7K +1,000 +14%

AIF Hedge Fund Activity: Q1 2018 in Review

32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2018, worth a combined $71.8M — up 0.88% from $71.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AIF and 3 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 14 added.

The largest buyer was Laurion Capital Management, adding an estimated $4.61M. The largest seller was Morgan Stanley, cutting an estimated $3.59M.

  • 32 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2018, down from 36 in Q4 2017.
  • Funds reported $71.8M of Apollo Tactical Income Fund Inc. stock for Q1 2018, up 0.88% quarter-over-quarter.
  • 3 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2018 and 7 closed out, a net change of -4 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q1 2018 was Laurion Capital Management, an estimated $4.61M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q1 2018 was Morgan Stanley, an estimated $3.59M sold.

Based on aggregated 13F filings for Q1 2018.