Angel Oak Mortgage REIT
AOMR
58 hedge funds and large institutions have $263M invested in Angel Oak Mortgage REIT in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
22% more capital invested
Capital invested by funds: $215M → $263M (+$48.2M)
16% more funds holding
Funds holding: 50 → 58 (+8)
0.57% more ownership
Funds ownership: 80.11% → 80.68% (+0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$858K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$371K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$239K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$205K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Masters Capital Management
Atlanta,
Georgia
|
-$408K |
| 2 |
JP Morgan Chase
New York
|
-$210K |
| 3 |
HF
HRT Financial
New York
|
-$204K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$150K |
| 5 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| $11.3K | -$3.83K | -328 | -28% |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $7.3K | – | – | – |
|
|
CA
53
CoreCap Advisors
Southfield,
Michigan
| $6.55K | +$5.83K | +500 | New |
|
|
AB
54
Amalgamated Bank
New York
| $5K | – | – | – |
|
|
RF
55
Robinswood Financial
Kirkland,
Washington
| $2.62K | +$2.33K | +200 | New |
|
|
AAP
56
Arax Advisory Partners
Denver,
Colorado
| $1.3K | +$1.16K | +99 | New |
|
|
FFA
57
Farther Finance Advisors
San Francisco,
California
| $39 | – | – | – |
|
|
HF
58
HRT Financial
New York
| – | -$204K | -19,079 | Closed |
|
|
AIG
59
American International Group
New York
| – | -$62.6K | -5,826 | Closed |
|
|
NFSG
60
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$49.8K | -4,638 | Closed |
|
61
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$204 | -19 | Closed |
|
|
AWM
62
Avior Wealth Management
Omaha,
Nebraska
| – | -$118 | -11 | Closed |
|
63
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$175 | +15 | New |
|
AOMR Hedge Fund Activity: Q2 2024 in Review
58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q2 2024, worth a combined $263M — up 22% from $215M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AOMR positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 14 trimmed.
The largest buyer was BlackRock, adding an estimated $858K. The largest seller was Masters Capital Management, cutting an estimated $408K.
- 58 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q2 2024, up from 50 in Q1 2024.
- Funds reported $263M of Angel Oak Mortgage REIT stock for Q2 2024, up 22% quarter-over-quarter.
- 13 funds opened new Angel Oak Mortgage REIT positions in Q2 2024 and 5 closed out, a net change of +8 holders.
- The largest Angel Oak Mortgage REIT buyer in Q2 2024 was BlackRock, an estimated $858K added.
- The largest Angel Oak Mortgage REIT seller in Q2 2024 was Masters Capital Management, an estimated $408K sold.
Based on aggregated 13F filings for Q2 2024.