Angel Oak Mortgage REIT
AOMR
50 hedge funds and large institutions have $215M invested in Angel Oak Mortgage REIT in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 50 → 50 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
19% less capital invested
Capital invested by funds: $267M → $215M (-$51.5M)
20.73% less ownership
Funds ownership: 100.84% → 80.11% (-21%)
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$468K |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$307K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$256K |
| 4 |
State Street
Boston,
Massachusetts
|
+$206K |
| 5 |
HF
HRT Financial
New York
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$54.7M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$483K |
| 3 |
Bank of New York Mellon
New York
|
-$430K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$141K |
| 5 |
Renaissance Technologies
New York
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
51
Wolverine Asset Management
Chicago,
Illinois
| – | -$483K | -45,602 | Closed |
|
|
52
Citadel Advisors
Miami,
Florida
| – | -$141K | -13,328 | Closed |
|
|
MIM
53
MetLife Investment Management
Whippany,
New Jersey
| – | -$75.6K | -7,136 | Closed |
|
|
GCM
54
Gladius Capital Management
Chicago,
Illinois
| – | -$38.4K | -3,626 | Closed |
|
|
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$8.2K | -774 | Closed |
|
AOMR Hedge Fund Activity: Q1 2024 in Review
50 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q1 2024, worth a combined $215M — down 19% from $267M a quarter earlier.
Fund positioning in AOMR was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 13 added to existing stakes and 21 trimmed.
The largest buyer was O'Shaughnessy Asset Management, adding an estimated $468K. The largest seller was Morgan Stanley, cutting an estimated $54.7M.
- 50 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $215M of Angel Oak Mortgage REIT stock for Q1 2024, down 19% quarter-over-quarter.
- 5 funds opened new Angel Oak Mortgage REIT positions in Q1 2024 and 5 closed out, a net change of 0 holders.
- The largest Angel Oak Mortgage REIT buyer in Q1 2024 was O'Shaughnessy Asset Management, an estimated $468K added.
- The largest Angel Oak Mortgage REIT seller in Q1 2024 was Morgan Stanley, an estimated $54.7M sold.
Based on aggregated 13F filings for Q1 2024.