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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

43 hedge funds and large institutions have $67.8M invested in Apollo Tactical Income Fund Inc. in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4243 (+1)

3% more capital invested

Capital invested by funds: $65.6M → $67.8M (+$2.19M)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.6M +$736K +49,476 +6%
AAM
2
Advisors Asset Management
Colorado
$11.4M -$371K -24,913 -3%
PPA
3
Parametric Portfolio Associates
Washington
$11.2M +$375K +25,212 +4%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$5.54M -$181K -12,187 -3%
SFS
5
Shaker Financial Services
Virginia
$3.59M -$765K -51,423 -18%
Bank of America
6
Bank of America
North Carolina
$2.92M -$163K -10,948 -5%
Invesco
7
Invesco
Georgia
$2.33M -$718K -48,210 -24%
Morgan Stanley
8
Morgan Stanley
New York
$2.07M -$281K -18,849 -12%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$2.05M +$314K +21,114 +19%
GC
10
Guggenheim Capital
Illinois
$1.53M -$40.5K -2,718 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.48M +$530K +35,623 +57%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.24M +$47.3K +3,175 +4%
CIA
13
Capital Investment Advisors
Georgia
$944K +$282K +18,917 +44%
SCM
14
Saba Capital Management
New York
$911K -$358K -24,067 -29%
WCMNY
15
Westchester Capital Management (New York)
New York
$858K
UBS Group
16
UBS Group
Switzerland
$776K +$9.84K +661 +1%
CPC
17
Congress Park Capital
New York
$750K +$737K +49,512 New
RCM
18
Robinson Capital Management
Michigan
$627K
BTS
19
BB&T Securities
Virginia
$399K +$389K +26,140 New
CCFM
20
Clear Creek Financial Management
Washington
$390K -$45.6K -3,067 -11%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$385K +$117K +7,889 +45%
RJA
22
Raymond James & Associates
Florida
$382K -$42.3K -2,839 -10%
AA
23
AQR Arbitrage
Connecticut
$379K -$42.8K -2,873 -10%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$356K +$75.9K +5,100 +28%
Stifel Financial
25
Stifel Financial
Missouri
$274K -$100K -6,718 -27%

AIF Hedge Fund Activity: Q3 2019 in Review

43 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2019, worth a combined $67.8M — up 3.3% from $65.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AIF positions and 5 closed out — a net gain of 1 holder — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Congress Park Capital, opening a new position worth an estimated $737K. The largest seller was Shaker Financial Services, cutting an estimated $765K.

  • 43 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2019, up from 42 in Q2 2019.
  • Funds reported $67.8M of Apollo Tactical Income Fund Inc. stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 6 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2019 and 5 closed out, a net change of +1 holder.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q3 2019 was Congress Park Capital, an estimated $737K added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q3 2019 was Shaker Financial Services, an estimated $765K sold.

Based on aggregated 13F filings for Q3 2019.