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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

37 hedge funds and large institutions have $73.5M invested in Apollo Tactical Income Fund Inc. in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

16% more funds holding

Funds holding: 3237 (+5)

2% more capital invested

Capital invested by funds: $71.8M → $73.5M (+$1.67M)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$17.3M +$1.57M +99,423 +10%
PPA
2
Parametric Portfolio Associates
Washington
$13.9M +$1.33M +84,504 +10%
Wells Fargo
3
Wells Fargo
California
$10.1M +$489K +31,065 +5%
Morgan Stanley
4
Morgan Stanley
New York
$5.24M -$98.6K -6,263 -2%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$5.19M +$683K +43,394 +15%
LCM
6
Laurion Capital Management
New York
$4.41M -$1.81M -115,025 -29%
Bessemer Group
7
Bessemer Group
New Jersey
$2.77M -$771K -49,000 -22%
SFS
8
Shaker Financial Services
Virginia
$2.66M +$118K +7,511 +5%
GC
9
Guggenheim Capital
Illinois
$2.08M +$32.6K +2,071 +2%
Bank of America
10
Bank of America
North Carolina
$1.73M +$434K +27,575 +33%
Invesco
11
Invesco
Georgia
$1.53M +$1.11M +70,550 +256%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.5M
Stifel Financial
13
Stifel Financial
Missouri
$655K +$271K +17,192 +69%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$517K +$2.14K +136 +0.4%
MIG
15
Mariner Investment Group
New York
$471K
LPL Financial
16
LPL Financial
California
$436K -$13.3K -846 -3%
BRF
17
B. Riley Financial
California
$407K +$35.4K +2,249 +9%
RJA
18
Raymond James & Associates
Florida
$387K +$216K +13,688 +123%
CCP
19
Clough Capital Partners
Massachusetts
$378K +$382K +24,250 New
UBS Group
20
UBS Group
Switzerland
$234K -$619K -39,311 -72%
AM
21
Ares Management
California
$234K
CIA
22
Capital Investment Advisors
Georgia
$219K +$50.4K +3,200 +29%
DC
23
Davenport & Co
Virginia
$168K +$170K +10,787 New
SG Americas Securities
24
SG Americas Securities
New York
$163K +$165K +10,477 New
NMC
25
Nine Masts Capital
Hong Kong
$162K +$164K +10,400 New

AIF Hedge Fund Activity: Q2 2018 in Review

37 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2018, worth a combined $73.5M — up 2.3% from $71.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AIF positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.57M. The largest seller was Laurion Capital Management, cutting an estimated $1.81M.

  • 37 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2018, up from 32 in Q1 2018.
  • Funds reported $73.5M of Apollo Tactical Income Fund Inc. stock for Q2 2018, up 2.3% quarter-over-quarter.
  • 9 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2018 and 3 closed out, a net change of +6 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2018 was Advisors Asset Management, an estimated $1.57M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2018 was Laurion Capital Management, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2018.