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AOMR

Angel Oak Mortgage REIT

47 hedge funds and large institutions have $103M invested in Angel Oak Mortgage REIT in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

4% more funds holding

Funds holding: 4547 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.6% less ownership

Funds ownership: 85.12%83.52% (-1.6%)

60% less capital invested

Capital invested by funds: $254M → $103M (-$151M)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$63.9K +$111K +13,500 New
Bank of America
27
Bank of America
North Carolina
$61.8K +$47.2K +5,710 +78%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$42.4K
Nisa Investment Advisors
29
Nisa Investment Advisors
Missouri
$36K
JP Morgan Chase
30
JP Morgan Chase
New York
$32K +$2.25K +273 +4%
AIG
31
American International Group
New York
$26.7K -$173 -21 -0.4%
Deutsche Bank
32
Deutsche Bank
Germany
$26.2K +$677 +82 +2%
GCM
33
Gladius Capital Management
Illinois
$24.3K +$18.6K +2,253 +78%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$22.5K +$446 +54 +1%
TRCT
35
Tower Research Capital (TRC)
New York
$21K +$26.7K +3,229 +289%
Barclays
36
Barclays
United Kingdom
$15.2K +$22.3K +2,698 +533%
SO
37
STRS Ohio
Ohio
$13K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$8K +$13.3K +1,616 +1,114%
AB
39
Amalgamated Bank
New York
$7K
Legal & General Group
40
Legal & General Group
United Kingdom
$4.96K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$4.38K -$2.66K -322 -26%
AIP
42
Ameritas Investment Partners
Nebraska
$4.36K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$3.55K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$2K +$198 +24 +4%
CS
45
Credit Suisse
Switzerland
$1.44K -$537 -65 -18%
Citigroup
46
Citigroup
New York
$383 -$1.06K -129 -61%
RJA
47
Raymond James & Associates
Florida
-$359K -29,942 Closed
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
-$74.9K -6,253 Closed
CWM
49
Castle Wealth Management
Florida
-$3K -224 Closed
C
50
Covestor
United Kingdom
+$33 +4 +27%

AOMR Hedge Fund Activity: Q4 2022 in Review

47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q4 2022, worth a combined $103M — down 60% from $254M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AOMR positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Masters Capital Management, adding an estimated $2.64M. The largest seller was Goldman Sachs, cutting an estimated $5.02M.

  • 47 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $103M of Angel Oak Mortgage REIT stock for Q4 2022, down 60% quarter-over-quarter.
  • 5 funds opened new Angel Oak Mortgage REIT positions in Q4 2022 and 3 closed out, a net change of +2 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q4 2022 was Masters Capital Management, an estimated $2.64M added.
  • The largest Angel Oak Mortgage REIT seller in Q4 2022 was Goldman Sachs, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2022.