Angel Oak Mortgage REIT
AOMR
74 hedge funds and large institutions have $161M invested in Angel Oak Mortgage REIT in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 8 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 17
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less funds holding
Funds holding: 75 → 74 (-1)
1.96% less ownership
Funds ownership: 75.51% → 73.54% (-2%)
12% less capital invested
Capital invested by funds: $183M → $161M (-$22.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jacobs Asset Management
New York
|
+$2.37M |
| 2 |
AGM
Alpine Global Management
New York
|
+$985K |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$925K |
| 4 |
Bank of New York Mellon
New York
|
+$869K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$679K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.09M |
| 2 |
Renaissance Technologies
New York
|
-$851K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$721K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$696K |
| 5 |
Two Sigma Investments
New York
|
-$421K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
76
Advisory Services Network
Atlanta,
Georgia
| – | -$181K | -13,842 | Closed |
|
77
Allspring Global Investments
Charlotte,
North Carolina
| – | -$39.7K | -3,808 | Closed |
|
|
GCM
78
Gladius Capital Management
Chicago,
Illinois
| – | -$27K | -2,588 | Closed |
|
|
SPIA
79
Steward Partners Investment Advisory
New York
| – | -$16.7K | -1,600 | Closed |
|
|
AAP
80
Arax Advisory Partners
Denver,
Colorado
| – | -$1.03K | -99 | Closed |
|
81
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$191 | +20 | +80% |
|
|
RBC
82
Roble Belko & Company
Sewickley,
Pennsylvania
| – | +$402 | +42 | +420% |
|
AOMR Hedge Fund Activity: Q4 2024 in Review
74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q4 2024, worth a combined $161M — down 12% from $183M a quarter earlier.
Fund positioning in AOMR was balanced in Q4 2024: 8 funds opened new positions, 8 closed out, 30 added to existing stakes and 17 trimmed.
The largest buyer was Jacobs Asset Management, adding an estimated $2.37M. The largest seller was Bank of America, cutting an estimated $8.09M.
- 74 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q4 2024, down from 75 in Q3 2024.
- Funds reported $161M of Angel Oak Mortgage REIT stock for Q4 2024, down 12% quarter-over-quarter.
- 8 funds opened new Angel Oak Mortgage REIT positions in Q4 2024 and 8 closed out, a net change of 0 holders.
- The largest Angel Oak Mortgage REIT buyer in Q4 2024 was Jacobs Asset Management, an estimated $2.37M added.
- The largest Angel Oak Mortgage REIT seller in Q4 2024 was Bank of America, an estimated $8.09M sold.
Based on aggregated 13F filings for Q4 2024.