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AOMR

Angel Oak Mortgage REIT
AOMR

43 hedge funds and large institutions have $167M invested in Angel Oak Mortgage REIT in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $163M → $167M (+$4.82M)

0.61% less ownership

Funds ownership: 79.33% → 78.71% (-0.61%)

7% less funds holding

Funds holding: 46 → 43 (-3)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.62M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$207K
3
Wells Fargo
Wells Fargo
California
+$152K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$115K
5
Amundi
Amundi
France
+$92.6K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$671K
2
EPM
Equitec Proprietary Markets
Illinois
-$577K
3
VCM
Vivaldi Capital Management
Illinois
-$419K
4
BlackRock
BlackRock
New York
-$411K
5
Millennium Management
Millennium Management
New York
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
26
Nisa Investment Advisors
Missouri
$77.4K +$13.2K +1,460 +19%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$76.5K – – –
Bank of America
28
Bank of America
North Carolina
$70.6K -$21.8K -2,408 -23%
JP Morgan Chase
29
JP Morgan Chase
New York
$66.6K -$21.1K -2,331 -23%
AIG
30
American International Group
New York
$50.3K +$1.91K +210 +4%
Deutsche Bank
31
Deutsche Bank
Germany
$49K – – –
GCM
32
Gladius Capital Management
Illinois
$32.1K +$34.2K +3,769 New
SO
33
STRS Ohio
Ohio
$23K – – –
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$22.3K -$12K -1,324 -34%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$18.2K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$18K +$6.34K +699 +50%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$17K +$4.96K +547 +38%
Barclays
38
Barclays
United Kingdom
$16.9K -$4.76K -525 -21%
AB
39
Amalgamated Bank
New York
$11K – – –
Legal & General Group
40
Legal & General Group
United Kingdom
$8.95K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$6.4K -$2.27K -250 -25%
AIP
42
Ameritas Investment Partners
Nebraska
$4.75K – – –
Citigroup
43
Citigroup
New York
$103 -$31.9K -3,514 -100%
Millennium Management
44
Millennium Management
New York
– -$241K -29,274 Closed
Two Sigma Investments
45
Two Sigma Investments
New York
– -$208K -25,226 Closed
VF
46
Virtu Financial
New York
– -$123K -14,975 Closed
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
– -$6.18K -750 Closed
1
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AOMR Hedge Fund Activity: Q3 2023 in Review

43 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q3 2023, worth a combined $167M — up 3% from $163M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AOMR and 1 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 13 added.

The largest buyer was Vanguard Group, adding an estimated $1.62M. The largest seller was Wolverine Asset Management, cutting an estimated $671K.

  • 43 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q3 2023, down from 46 in Q2 2023.
  • Funds reported $167M of Angel Oak Mortgage REIT stock for Q3 2023, up 3% quarter-over-quarter.
  • 1 fund opened new Angel Oak Mortgage REIT positions in Q3 2023 and 4 closed out, a net change of -3 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q3 2023 was Vanguard Group, an estimated $1.62M added.
  • The largest Angel Oak Mortgage REIT seller in Q3 2023 was Wolverine Asset Management, an estimated $671K sold.

Based on aggregated 13F filings for Q3 2023.