We are live on ! Find out more
AIF

Apollo Tactical Income Fund Inc.

Delisted

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

42 hedge funds and large institutions have $68.2M invested in Apollo Tactical Income Fund Inc. in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2% less capital invested

Capital invested by funds: $69.4M → $68.2M (-$1.12M)

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$12.4M -$2.45M -168,397 -17%
Wells Fargo
2
Wells Fargo
California
$11.4M +$1.32M +91,154 +13%
PPA
3
Parametric Portfolio Associates
Washington
$11M -$1.09M -74,863 -9%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$5.47M -$55.9K -3,848 -1%
SFS
5
Shaker Financial Services
Virginia
$4.11M +$828K +57,025 +26%
Bank of America
6
Bank of America
North Carolina
$3.49M -$290K -19,975 -8%
Morgan Stanley
7
Morgan Stanley
New York
$3.22M -$1.45M -99,793 -31%
Invesco
8
Invesco
Georgia
$3.17M +$207K +14,265 +7%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.57M +$40.9K +2,817 +3%
GC
10
Guggenheim Capital
Illinois
$1.42M -$120K -8,236 -8%
SCM
11
Saba Capital Management
New York
$1.24M
First Trust Advisors
12
First Trust Advisors
Illinois
$1.16M +$42.2K +2,904 +4%
CRC
13
Curi RMB Capital
Illinois
$975K -$1.4M -96,345 -59%
WCMNY
14
Westchester Capital Management (New York)
New York
$832K +$334 +23 +0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$748K +$151K +10,389 +26%
AM
16
Ares Management
California
$676K +$334K +23,000 +100%
RCM
17
Robinson Capital Management
Michigan
$619K -$181K -12,482 -23%
MIG
18
Mariner Investment Group
New York
$588K -$196K -13,500 -25%
CIA
19
Capital Investment Advisors
Georgia
$546K +$142K +9,750 +36%
AA
20
AQR Arbitrage
Connecticut
$425K +$118K +8,106 +39%
Stifel Financial
21
Stifel Financial
Missouri
$419K -$16.8K -1,158 -4%
BFM
22
Boothbay Fund Management
New York
$411K +$247K +17,000 +155%
RJA
23
Raymond James & Associates
Florida
$363K -$915 -63 -0.3%
LPL Financial
24
LPL Financial
California
$294K +$106K +7,273 +57%
BRWM
25
B. Riley Wealth Management
Tennessee
$269K -$18.2K -1,256 -6%

AIF Hedge Fund Activity: Q1 2019 in Review

42 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2019, worth a combined $68.2M — down 1.6% from $69.4M a quarter earlier.

Fund positioning in AIF was balanced in Q1 2019: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.32M. The largest seller was Advisors Asset Management, cutting an estimated $2.45M.

  • 42 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $68.2M of Apollo Tactical Income Fund Inc. stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 4 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2019 and 4 closed out, a net change of 0 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q1 2019 was Wells Fargo, an estimated $1.32M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q1 2019 was Advisors Asset Management, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2019.