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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

53 hedge funds and large institutions have $95.1M invested in Apollo Tactical Income Fund Inc. in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

30% more capital invested

Capital invested by funds: $73M → $95.1M (+$22M)

13% more funds holding

Funds holding: 4753 (+6)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
18
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$21.3M +$393K +29,340 +2%
PPA
2
Parametric Portfolio Associates
Washington
$11.7M +$357K +26,621 +3%
Morgan Stanley
3
Morgan Stanley
New York
$9.17M +$3.03M +226,284 +56%
Wells Fargo
4
Wells Fargo
California
$7.34M -$1.61M -120,181 -19%
SIA
5
Sit Investment Associates
Minnesota
$6.53M +$2.71M +201,835 +81%
AAM
6
Advisors Asset Management
Colorado
$5.66M -$357K -26,653 -6%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$4.25M -$25.4K -1,892 -0.6%
RCM
8
Rivernorth Capital Management
Florida
$3.67M +$2.47M +184,248 +267%
SFS
9
Shaker Financial Services
Virginia
$3.17M -$638K -47,628 -18%
GC
10
Guggenheim Capital
Illinois
$2.1M +$57.8K +4,314 +3%
Bank of America
11
Bank of America
North Carolina
$2.02M +$57.2K +4,267 +3%
CRC
12
Curi RMB Capital
Illinois
$1.69M +$1.57M +116,855 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.48M -$5.66K -422 -0.4%
RCM
14
Robinson Capital Management
Michigan
$1.37M +$618K +46,129 +94%
CPC
15
Congress Park Capital
New York
$1.06M -$214K -16,001 -18%
QC
16
Quantedge Capital
Singapore
$1.05M +$973K +72,562 New
First Trust Advisors
17
First Trust Advisors
Illinois
$1.04M -$20.3K -1,514 -2%
CIA
18
Capital Investment Advisors
Georgia
$926K +$282 +21 +0%
BI
19
Bulldog Investors
New Jersey
$863K +$799K +59,597 New
AA
20
AQR Arbitrage
Connecticut
$847K -$17.9K -1,339 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$804K +$16.8K +1,251 +2%
MC
22
Matisse Capital
Oregon
$775K +$34.5K +2,570 +5%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$682K +$631K +47,090 New
LPL Financial
24
LPL Financial
California
$486K +$19.8K +1,476 +5%
KAS
25
Kestra Advisory Services
Texas
$427K +$145K +10,785 +57%

AIF Hedge Fund Activity: Q4 2020 in Review

53 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q4 2020, worth a combined $95.1M — up 30% from $73M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AIF positions and 7 closed out — a net gain of 6 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.03M. The largest seller was Wells Fargo, cutting an estimated $1.61M.

  • 53 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $95.1M of Apollo Tactical Income Fund Inc. stock for Q4 2020, up 30% quarter-over-quarter.
  • 13 funds opened new Apollo Tactical Income Fund Inc. positions in Q4 2020 and 7 closed out, a net change of +6 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $3.03M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q4 2020 was Wells Fargo, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2020.