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AOMR

Angel Oak Mortgage REIT
AOMR

44 hedge funds and large institutions have $273M invested in Angel Oak Mortgage REIT in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2.67% more ownership

Funds ownership: 81.62% → 84.3% (+2.7%)

2% more funds holding

Funds holding: 43 → 44 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less capital invested

Capital invested by funds: $332M → $273M (-$58.7M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Masters Capital Management
Georgia
+$3.25M
2
DKCM
Davidson Kempner Capital Management
New York
+$1.26M
3
BlackRock
BlackRock
New York
+$1.15M
4
VCM
Vivaldi Capital Management
Illinois
+$1.14M
5
State Street
State Street
Massachusetts
+$920K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$994K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$578K
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$280K
4
Citadel Advisors
Citadel Advisors
Florida
-$249K
5
Citigroup
Citigroup
New York
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$116K – – –
Nisa Investment Advisors
27
Nisa Investment Advisors
Missouri
$98K -$42.9K -2,906 -28%
AIG
28
American International Group
New York
$72K +$12.1K +822 +17%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$66K +$14.6K +989 +24%
Deutsche Bank
30
Deutsche Bank
Germany
$60K +$10.1K +685 +17%
SO
31
STRS Ohio
Ohio
$36K +$16.3K +1,100 +65%
DA
32
Denali Advisors
California
$27K – – –
AB
33
Amalgamated Bank
New York
$20K +$9.5K +643 +74%
TRCT
34
Tower Research Capital (TRC)
New York
$19K +$11.6K +787 +114%
Legal & General Group
35
Legal & General Group
United Kingdom
$14K +$2.94K +199 +23%
Citigroup
36
Citigroup
New York
$11K -$208K -14,050 -94%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$10K – – –
Barclays
38
Barclays
United Kingdom
$8K -$14.2K -961 -62%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$7K -$578K -39,144 -99%
AIP
40
Ameritas Investment Partners
Nebraska
$7K – – –
CS
41
Credit Suisse
Switzerland
$5K +$5.41K +366 New
CWM
42
Castle Wealth Management
Florida
$3K +$3.21K +217 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1K -$7.7K -521 -88%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
– -$280K -17,044 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$249K -15,174 Closed
TFP
46
Tilia Fiduciary Partners
North Carolina
– -$8K -500 Closed
PFS
47
Prospera Financial Services
Texas
– -$5K -300 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
– +$74 +5 +17%
1
2

AOMR Hedge Fund Activity: Q2 2022 in Review

44 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q2 2022, worth a combined $273M — down 18% from $332M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AOMR positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Masters Capital Management, adding an estimated $3.25M. The largest seller was JP Morgan Chase, cutting an estimated $994K.

  • 44 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q2 2022, up from 43 in Q1 2022.
  • Funds reported $273M of Angel Oak Mortgage REIT stock for Q2 2022, down 18% quarter-over-quarter.
  • 6 funds opened new Angel Oak Mortgage REIT positions in Q2 2022 and 4 closed out, a net change of +2 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q2 2022 was Masters Capital Management, an estimated $3.25M added.
  • The largest Angel Oak Mortgage REIT seller in Q2 2022 was JP Morgan Chase, an estimated $994K sold.

Based on aggregated 13F filings for Q2 2022.