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AIF

Apollo Tactical Income Fund Inc.

Delisted

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

47 hedge funds and large institutions have $47.4M invested in Apollo Tactical Income Fund Inc. in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 4547 (+2)

11% less capital invested

Capital invested by funds: $53.1M → $47.4M (-$5.64M)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$9.1M -$3.96M -273,372 -31%
Wells Fargo
2
Wells Fargo
California
$4.75M +$162K +11,166 +4%
Morgan Stanley
3
Morgan Stanley
New York
$4.69M -$822K -56,695 -15%
FIA
4
Foundations Investment Advisors
Arizona
$4.14M +$338K +23,331 +9%
GC
5
Guggenheim Capital
Illinois
$3.52M +$885K +61,079 +34%
Invesco
6
Invesco
Georgia
$3.19M -$167K -11,493 -5%
LPL Financial
7
LPL Financial
California
$2.57M -$587K -40,525 -19%
Bank of America
8
Bank of America
North Carolina
$1.96M +$17.8K +1,231 +0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.79M +$247K +17,068 +16%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.78M +$99.5K +6,865 +6%
SI
11
Stephens Inc
Arkansas
$1.28M +$30.4K +2,100 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$773K -$3.9K -269 -0.5%
CIA
13
Capital Investment Advisors
Georgia
$771K +$232 +16 +0%
IFG
14
Independent Financial Group
California
$558K
NA
15
Nottingham Advisors
New York
$454K +$41.5K +2,866 +10%
KAS
16
Kestra Advisory Services
Texas
$443K +$4.57K +315 +1%
RJA
17
Raymond James & Associates
Florida
$426K -$70.2K -4,846 -14%
Osaic Holdings
18
Osaic Holdings
Arizona
$410K -$272K -18,751 -40%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$377K +$46.1K +3,177 +14%
PS
20
Principal Securities
Iowa
$374K +$40.8K +2,817 +12%
WLPWM
21
Walled Lake Planning & Wealth Management
Illinois
$345K
TWP
22
Tyche Wealth Partners
Texas
$329K +$326K +22,487 New
CMS
23
Capital Market Strategies
Florida
$316K +$232 +16 +0.1%
UBS Group
24
UBS Group
Switzerland
$314K -$76K -5,244 -20%
RFC
25
Regions Financial Corp
Alabama
$293K +$72.5K +5,000 +33%

AIF Hedge Fund Activity: Q2 2024 in Review

47 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Apollo Tactical Income Fund Inc. (AIF) for Q2 2024, worth a combined $47.4M — down 11% from $53.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AIF positions and 6 closed out — a net gain of 3 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $885K. The largest seller was Pathstone Holdings, cutting an estimated $3.96M.

  • 47 institutional investors held Apollo Tactical Income Fund Inc. (AIF) as of Q2 2024, up from 45 in Q1 2024.
  • Funds reported $47.4M of Apollo Tactical Income Fund Inc. stock for Q2 2024, down 11% quarter-over-quarter.
  • 9 funds opened new Apollo Tactical Income Fund Inc. positions in Q2 2024 and 6 closed out, a net change of +3 holders.
  • The largest Apollo Tactical Income Fund Inc. buyer in Q2 2024 was Guggenheim Capital, an estimated $885K added.
  • The largest Apollo Tactical Income Fund Inc. seller in Q2 2024 was Pathstone Holdings, an estimated $3.96M sold.

Based on aggregated 13F filings for Q2 2024.