Angel Oak Mortgage REIT
AOMR
50 hedge funds and large institutions have $267M invested in Angel Oak Mortgage REIT in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
59% more capital invested
Capital invested by funds: $167M → $267M (+$99.4M)
22.12% more ownership
Funds ownership: 78.71% → 100.84% (+22%)
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
16% more funds holding
Funds holding: 43 → 50 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$49M |
| 2 |
MCM
Masters Capital Management
Atlanta,
Georgia
|
+$1.49M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$911K |
| 4 |
BlackRock
New York
|
+$459K |
| 5 |
Renaissance Technologies
New York
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$616K |
| 2 |
EPM
Equitec Proprietary Markets
Chicago,
Illinois
|
-$459K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$111K |
| 4 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$94.7K |
| 5 |
Bank of New York Mellon
New York
|
-$36.6K |
AOMR Hedge Fund Activity: Q4 2023 in Review
50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q4 2023, worth a combined $267M — up 59% from $167M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AOMR positions and 1 closed out — a net gain of 7 holders — while 17 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $49M. The largest seller was Wolverine Asset Management, cutting an estimated $616K.
- 50 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q4 2023, up from 43 in Q3 2023.
- Funds reported $267M of Angel Oak Mortgage REIT stock for Q4 2023, up 59% quarter-over-quarter.
- 8 funds opened new Angel Oak Mortgage REIT positions in Q4 2023 and 1 closed out, a net change of +7 holders.
- The largest Angel Oak Mortgage REIT buyer in Q4 2023 was Morgan Stanley, an estimated $49M added.
- The largest Angel Oak Mortgage REIT seller in Q4 2023 was Wolverine Asset Management, an estimated $616K sold.
Based on aggregated 13F filings for Q4 2023.