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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 $78.8M invested in Apollo Tactical Income Fund Inc. in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

7% more funds holding

Funds holding: 4548 (+3)

14% less capital invested

Capital invested by funds: $91.6M → $78.8M (-$12.8M)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.8M +$17.8M +1,347,143 +140%
Wells Fargo
2
Wells Fargo
California
$8.04M -$47.4K -3,586 -0.5%
SCM
3
Saba Capital Management
New York
$7.62M +$3.28M +247,974 +64%
RCM
4
Rivernorth Capital Management
Florida
$4.58M +$233K +17,598 +5%
SFS
5
Shaker Financial Services
Virginia
$3.66M +$209K +15,828 +5%
AAM
6
Advisors Asset Management
Colorado
$3.23M -$766K -57,875 -18%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3.17M -$156K -11,765 -4%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.72M +$327K +24,727 +21%
Bank of America
9
Bank of America
North Carolina
$1.66M +$172K +12,974 +10%
LSC
10
Logan Stone Capital
Illinois
$1.42M +$1.56M +118,214 New
BI
11
Bulldog Investors
New Jersey
$1.27M +$594K +44,877 +74%
Cohen & Steers
12
Cohen & Steers
New York
$1.24M +$87.8K +6,637 +7%
GC
13
Guggenheim Capital
Illinois
$1.2M -$43.6K -3,296 -3%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.16M +$1.23K +93 +0.1%
WCMNY
15
Westchester Capital Management (New York)
New York
$1.03M -$284K -21,430 -20%
Osaic Holdings
16
Osaic Holdings
Arizona
$949K -$19.2K -1,452 -2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$838K -$1.65M -124,622 -64%
LPL Financial
18
LPL Financial
California
$782K +$125K +9,485 +17%
CIA
19
Capital Investment Advisors
Georgia
$772K +$410 +31 +0%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$692K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$557K +$17.2K +1,299 +3%
QC
22
Quantedge Capital
Singapore
$545K +$599K +45,300 New
Invesco
23
Invesco
Georgia
$453K +$498K +37,610 New
MC
24
Matisse Capital
Oregon
$431K +$206K +15,556 +77%
MC
25
Moors & Cabot
Massachusetts
$406K

AIF Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2022, worth a combined $78.8M — down 14% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AIF positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.65M.

  • 48 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $78.8M of Apollo Tactical Income Fund Inc. stock for Q2 2022, down 14% quarter-over-quarter.
  • 7 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2022 and 3 closed out, a net change of +4 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2022 was Morgan Stanley, an estimated $17.8M added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2022.