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AOMR

Angel Oak Mortgage REIT

46 hedge funds and large institutions have $163M invested in Angel Oak Mortgage REIT in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 4646 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

21% less capital invested

Capital invested by funds: $205M → $163M (-$42.7M)

33.4% less ownership

Funds ownership: 112.72%79.33% (-33%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
13
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
Virtu Financial
New York
$123K +$115K +14,975 New
RJA
27
Raymond James & Associates
Florida
$113K +$106K +13,757 New
Fidelity Investments
28
Fidelity Investments
Massachusetts
$112K +$2.7K +350 +3%
Bank of America
29
Bank of America
North Carolina
$88K -$31.2K -4,050 -27%
JP Morgan Chase
30
JP Morgan Chase
New York
$83.5K +$6.64K +861 +9%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$73.9K
Nisa Investment Advisors
32
Nisa Investment Advisors
Missouri
$62.7K -$19.7K -2,560 -25%
Deutsche Bank
33
Deutsche Bank
Germany
$47.3K -$13.2K -1,710 -23%
AIG
34
American International Group
New York
$46.9K -$517 -67 -1%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$32.4K -$3.87K -502 -11%
Citigroup
36
Citigroup
New York
$29.1K +$27.2K +3,526 New
SO
37
STRS Ohio
Ohio
$23K
Barclays
38
Barclays
United Kingdom
$20.7K -$27.2K -3,527 -58%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$17.6K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$12K -$1.77K -229 -14%
TRCT
41
Tower Research Capital (TRC)
New York
$11.6K -$1.81K -235 -14%
AB
42
Amalgamated Bank
New York
$10K
Legal & General Group
43
Legal & General Group
United Kingdom
$8.64K
Osaic Holdings
44
Osaic Holdings
Arizona
$8.24K +$6.93K +899 +890%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$6.18K
AIP
46
Ameritas Investment Partners
Nebraska
$4.59K
Cerity Partners
47
Cerity Partners
New York
-$131K -17,921 Closed
Squarepoint
48
Squarepoint
New York
-$117K -16,005 Closed
Mariner
49
Mariner
Kansas
-$81K -11,080 Closed
EI
50
Ellevest Inc
New York
-$1.05K -144 Closed

AOMR Hedge Fund Activity: Q2 2023 in Review

46 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q2 2023, worth a combined $163M — down 21% from $205M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AOMR positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $442K. The largest seller was Vivaldi Capital Management, cutting an estimated $8.83M.

  • 46 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $163M of Angel Oak Mortgage REIT stock for Q2 2023, down 21% quarter-over-quarter.
  • 6 funds opened new Angel Oak Mortgage REIT positions in Q2 2023 and 5 closed out, a net change of +1 holder.
  • The largest Angel Oak Mortgage REIT buyer in Q2 2023 was BlackRock, an estimated $442K added.
  • The largest Angel Oak Mortgage REIT seller in Q2 2023 was Vivaldi Capital Management, an estimated $8.83M sold.

Based on aggregated 13F filings for Q2 2023.