Apollo Tactical Income Fund Inc.
AIF
AIF was delisted on the 19th of July, 2024.
45 hedge funds and large institutions have $53.1M invested in Apollo Tactical Income Fund Inc. in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 14 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 10
8% less funds holding
Funds holding: 49 → 45 (-4)
22% less capital invested
Capital invested by funds: $67.8M → $53.1M (-$14.7M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.67M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.33M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$774K |
| 4 |
CBB
Citizens Business Bank
Ontario,
California
|
+$766K |
| 5 |
LPL Financial
San Diego,
California
|
+$690K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.87M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.25M |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$797K |
| 5 |
FFP
FourThought Financial Partners
Venice,
Florida
|
-$714K |
AIF Hedge Fund Activity: Q1 2024 in Review
45 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q1 2024, worth a combined $53.1M — down 22% from $67.8M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of AIF and 10 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 20 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.67M. The largest seller was Morgan Stanley, cutting an estimated $17.1M.
- 45 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q1 2024, down from 49 in Q4 2023.
- Funds reported $53.1M of Apollo Tactical Income Fund Inc. stock for Q1 2024, down 22% quarter-over-quarter.
- 10 funds opened new Apollo Tactical Income Fund Inc. positions in Q1 2024 and 14 closed out, a net change of -4 holders.
- The largest Apollo Tactical Income Fund Inc. buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.67M added.
- The largest Apollo Tactical Income Fund Inc. seller in Q1 2024 was Morgan Stanley, an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2024.