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AOMR

Angel Oak Mortgage REIT
AOMR

45 hedge funds and large institutions have $254M invested in Angel Oak Mortgage REIT in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

2% more funds holding

Funds holding: 44 → 45 (+1)

0.82% more ownership

Funds ownership: 84.3% → 85.12% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less capital invested

Capital invested by funds: $273M → $254M (-$19.3M)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
16
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.98M
2
BlackRock
BlackRock
New York
+$2.5M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$396K
5
State Street
State Street
Massachusetts
+$369K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.56M
2
Amundi
Amundi
France
-$674K
3
MCM
Masters Capital Management
Georgia
-$565K
4
VCM
Vivaldi Capital Management
Illinois
-$534K
5
JP Morgan Chase
JP Morgan Chase
New York
-$389K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$78K -$389K -27,548 -81%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$74.9K +$88.2K +6,253 New
AIG
28
American International Group
New York
$68K +$1.13K +80 +1%
Deutsche Bank
29
Deutsche Bank
Germany
$65K +$12K +847 +18%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$56K -$5.55K -393 -8%
GCM
31
Gladius Capital Management
Illinois
$35K +$40.7K +2,887 New
SO
32
STRS Ohio
Ohio
$33K – – –
AB
33
Amalgamated Bank
New York
$18K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$15K +$17.1K +1,213 +3,466%
TRCT
35
Tower Research Capital (TRC)
New York
$13K -$5.08K -360 -24%
Legal & General Group
36
Legal & General Group
United Kingdom
$13K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$9K – – –
Barclays
38
Barclays
United Kingdom
$6K -$1.3K -92 -15%
AIP
39
Ameritas Investment Partners
Nebraska
$6K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$6K +$268 +19 +3%
CS
41
Credit Suisse
Switzerland
$4K +$56 +4 +1%
CWM
42
Castle Wealth Management
Florida
$3K +$99 +7 +3%
Citigroup
43
Citigroup
New York
$2K -$8.92K -632 -75%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2K +$1.09K +77 +113%
HWM
45
HB Wealth Management
Georgia
– -$289K -22,292 Closed
DA
46
Denali Advisors
California
– -$27K -2,100 Closed
C
47
Covestor
United Kingdom
– +$212 +15 New
1
2

AOMR Hedge Fund Activity: Q3 2022 in Review

45 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q3 2022, worth a combined $254M — down 7.1% from $273M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AOMR positions and 2 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.98M. The largest seller was Goldman Sachs, cutting an estimated $2.56M.

  • 45 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q3 2022, up from 44 in Q2 2022.
  • Funds reported $254M of Angel Oak Mortgage REIT stock for Q3 2022, down 7.1% quarter-over-quarter.
  • 3 funds opened new Angel Oak Mortgage REIT positions in Q3 2022 and 2 closed out, a net change of +1 holder.
  • The largest Angel Oak Mortgage REIT buyer in Q3 2022 was Vanguard Group, an estimated $2.98M added.
  • The largest Angel Oak Mortgage REIT seller in Q3 2022 was Goldman Sachs, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2022.