We are live on ! Find out more
AIF

Apollo Tactical Income Fund Inc.

Delisted

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

41 hedge funds and large institutions have $112M invested in Apollo Tactical Income Fund Inc. in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $109M → $112M (+$2.79M)

11% less funds holding

Funds holding: 4641 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$23M
PPA
2
Parametric Portfolio Associates
Washington
$22.7M -$105K -6,881 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M +$469K +30,780 +5%
SIA
4
Sit Investment Associates
Minnesota
$8.38M -$29.9K -1,961 -0.4%
Wells Fargo
5
Wells Fargo
California
$7.6M +$1.34K +88 +0%
AAM
6
Advisors Asset Management
Colorado
$6.21M -$320K -20,958 -5%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$4.89M +$138K +9,044 +3%
RCM
8
Rivernorth Capital Management
Florida
$3.91M -$130K -8,500 -3%
SFS
9
Shaker Financial Services
Virginia
$3.44M +$78.4K +5,140 +2%
Bank of America
10
Bank of America
North Carolina
$2.08M +$63.2K +4,144 +3%
GC
11
Guggenheim Capital
Illinois
$1.9M -$184K -12,093 -9%
IA
12
Icon Advisers
Colorado
$1.45M +$697K +45,698 +98%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.36M -$225K -14,781 -15%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.2M +$62K +4,064 +6%
RCM
15
Robinson Capital Management
Michigan
$1.14M -$107K -7,043 -9%
CIA
16
Capital Investment Advisors
Georgia
$1M +$335 +22 +0%
Barclays
17
Barclays
United Kingdom
$960K +$84.2K +5,519 +11%
CPC
18
Congress Park Capital
New York
$849K -$322K -21,135 -28%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$805K +$1.07K +70 +0.1%
MC
20
Matisse Capital
Oregon
$795K -$41.8K -2,744 -5%
Cohen & Steers
21
Cohen & Steers
New York
$770K +$202K +13,237 +37%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$750K -$90.7K -5,948 -11%
FF
23
FourThought Financial
Florida
$523K -$70.1K -4,600 -12%
MC
24
Moors & Cabot
Massachusetts
$520K +$3.81K +250 +0.8%
LPL Financial
25
LPL Financial
California
$518K +$8.14K +534 +2%

AIF Hedge Fund Activity: Q2 2021 in Review

41 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2021, worth a combined $112M — up 2.6% from $109M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AIF and 3 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 21 added.

The largest buyer was Icon Advisers, adding an estimated $697K. The largest seller was Bulldog Investors, exiting entirely with an estimated $2.7M sold.

  • 41 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2021, down from 46 in Q1 2021.
  • Funds reported $112M of Apollo Tactical Income Fund Inc. stock for Q2 2021, up 2.6% quarter-over-quarter.
  • 3 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2021 and 8 closed out, a net change of -5 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2021 was Icon Advisers, an estimated $697K added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2021 was Bulldog Investors, an estimated $2.7M sold.

Based on aggregated 13F filings for Q2 2021.