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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

47 hedge funds and large institutions have $73M invested in Apollo Tactical Income Fund Inc. in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

12% more funds holding

Funds holding: 4247 (+5)

11% more capital invested

Capital invested by funds: $65.8M → $73M (+$7.22M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$18.3M +$6.03M +478,175 +50%
PPA
2
Parametric Portfolio Associates
Washington
$9.95M +$742K +58,835 +8%
Wells Fargo
3
Wells Fargo
California
$7.97M -$3.78M -299,671 -32%
AAM
4
Advisors Asset Management
Colorado
$5.3M -$1.13M -89,691 -18%
Morgan Stanley
5
Morgan Stanley
New York
$5.17M +$2.2M +174,204 +75%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$3.72M -$72.7K -5,763 -2%
SFS
7
Shaker Financial Services
Virginia
$3.39M +$461K +36,530 +16%
SIA
8
Sit Investment Associates
Minnesota
$3.17M +$3.14M +249,063 New
GC
9
Guggenheim Capital
Illinois
$1.79M -$31.9K -2,525 -2%
Bank of America
10
Bank of America
North Carolina
$1.72M -$108K -8,595 -6%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.3M -$29.8K -2,359 -2%
CPC
12
Congress Park Capital
New York
$1.13M -$146K -11,597 -12%
First Trust Advisors
13
First Trust Advisors
Illinois
$931K -$15.3K -1,214 -2%
RCM
14
Rivernorth Capital Management
Florida
$878K +$872K +69,090 New
CIA
15
Capital Investment Advisors
Georgia
$813K -$21.2K -1,677 -3%
AA
16
AQR Arbitrage
Connecticut
$761K +$370K +29,293 +96%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$691K -$293K -23,226 -30%
MC
18
Matisse Capital
Oregon
$648K -$2.65M -209,895 -80%
RCM
19
Robinson Capital Management
Michigan
$626K
WAM
20
Wolverine Asset Management
Illinois
$490K +$404K +32,009 +484%
UBS Group
21
UBS Group
Switzerland
$422K -$21.3K -1,687 -5%
LPL Financial
22
LPL Financial
California
$408K +$6.59K +522 +2%
MC
23
Moors & Cabot
Massachusetts
$356K +$20.2K +1,600 +6%
6M
24
6 Meridian
Kansas
$332K -$13.4K -1,062 -4%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$330K -$26.1K -2,071 -8%

AIF Hedge Fund Activity: Q3 2020 in Review

47 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q3 2020, worth a combined $73M — up 11% from $65.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AIF positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $6.03M. The largest seller was Wells Fargo, cutting an estimated $3.78M.

  • 47 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q3 2020, up from 42 in Q2 2020.
  • Funds reported $73M of Apollo Tactical Income Fund Inc. stock for Q3 2020, up 11% quarter-over-quarter.
  • 8 funds opened new Apollo Tactical Income Fund Inc. positions in Q3 2020 and 3 closed out, a net change of +5 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q3 2020 was Saba Capital Management, an estimated $6.03M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q3 2020 was Wells Fargo, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2020.