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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

48 hedge funds and large institutions have $57.4M invested in Apollo Tactical Income Fund Inc. in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 4648 (+2)

14% less capital invested

Capital invested by funds: $66.9M → $57.4M (-$9.57M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$10.2M -$289K -20,269 -2%
PPA
2
Parametric Portfolio Associates
Washington
$8.52M +$964K +67,675 +10%
AAM
3
Advisors Asset Management
Colorado
$7.21M -$1.69M -118,902 -16%
SCM
4
Saba Capital Management
New York
$6.38M +$7.31M +512,738 +1,017%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.2M +$26K +1,823 +0.7%
MC
6
Matisse Capital
Oregon
$3.03M +$3.81M +267,218 New
Morgan Stanley
7
Morgan Stanley
New York
$2.61M +$495K +34,715 +18%
SFS
8
Shaker Financial Services
Virginia
$2.19M -$861K -60,453 -24%
Bank of America
9
Bank of America
North Carolina
$1.81M -$53.7K -3,769 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.65M +$2.07M +145,196 New
GC
11
Guggenheim Capital
Illinois
$1.32M +$13.3K +930 +0.8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$878K -$307K -21,571 -22%
First Trust Advisors
13
First Trust Advisors
Illinois
$877K -$60.3K -4,229 -5%
CIA
14
Capital Investment Advisors
Georgia
$816K +$34.6K +2,428 +3%
Invesco
15
Invesco
Georgia
$785K -$511K -35,861 -34%
UBS Group
16
UBS Group
Switzerland
$754K -$9.23K -648 -1%
CPC
17
Congress Park Capital
New York
$572K +$51.7K +3,630 +8%
RCM
18
Robinson Capital Management
Michigan
$558K +$101K +7,110 +17%
LCM
19
Landscape Capital Management
New Jersey
$377K +$474K +33,255 New
WCMNY
20
Westchester Capital Management (New York)
New York
$324K
Goldman Sachs
21
Goldman Sachs
New York
$315K +$396K +27,794 New
MC
22
Moors & Cabot
Massachusetts
$289K +$364K +25,575 New
CCFM
23
Clear Creek Financial Management
Washington
$283K -$6.75K -474 -2%
RJA
24
Raymond James & Associates
Florida
$275K +$23.4K +1,645 +7%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$271K -$158K -11,100 -32%

AIF Hedge Fund Activity: Q1 2020 in Review

48 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2020, worth a combined $57.4M — down 14% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AIF positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $7.31M. The largest seller was Advisors Asset Management, cutting an estimated $1.69M.

  • 48 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2020, up from 46 in Q4 2019.
  • Funds reported $57.4M of Apollo Tactical Income Fund Inc. stock for Q1 2020, down 14% quarter-over-quarter.
  • 10 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2020 and 6 closed out, a net change of +4 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q1 2020 was Saba Capital Management, an estimated $7.31M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q1 2020 was Advisors Asset Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2020.