Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
59 hedge funds and large institutions have $76.6M invested in Apollo Tactical Income Fund Inc. in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
5% more funds holding
Funds holding: 56 → 59 (+3)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
7% less capital invested
Capital invested by funds: $82M → $76.6M (-$5.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.05M |
| 2 |
SCM
Saba Capital Management
New York
|
+$928K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$616K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$381K |
| 5 |
Walleye Capital
New York
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$4.11M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.03M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$741K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$687K |
| 5 |
Morgan Stanley
New York
|
-$380K |
AIF Hedge Fund Activity: Q1 2023 in Review
59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2023, worth a combined $76.6M — down 6.5% from $82M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AIF positions and 7 closed out — a net gain of 4 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.05M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $4.11M.
- 59 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2023, up from 56 in Q4 2022.
- Funds reported $76.6M of Apollo Tactical Income Fund Inc. stock for Q1 2023, down 6.5% quarter-over-quarter.
- 11 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2023 and 7 closed out, a net change of +4 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q1 2023 was Shaker Financial Services, an estimated $1.05M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q1 2023 was Thomas J. Herzfeld Advisors, an estimated $4.11M sold.
Based on aggregated 13F filings for Q1 2023.