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AOMR

Angel Oak Mortgage REIT

34 hedge funds and large institutions have $295M invested in Angel Oak Mortgage REIT in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

31% more funds holding

Funds holding: 2634 (+8)

4.43% more ownership

Funds ownership: 64.97%69.4% (+4.4%)

3% more capital invested

Capital invested by funds: $288M → $295M (+$7.26M)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
9
Reduced
3
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
1
Davidson Kempner Capital Management
New York
$119M
Morgan Stanley
2
Morgan Stanley
New York
$87.6M -$7.29K -410 -0%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$35.6M
MCM
4
Masters Capital Management
Georgia
$8.46M
BlackRock
5
BlackRock
New York
$5.69M +$5.97M +336,112 New
CC
6
Centiva Capital
New York
$5.18M +$5.44M +306,145 New
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$5.08M
Amundi
8
Amundi
France
$4.59M +$4.81M +270,950 New
Goldman Sachs
9
Goldman Sachs
New York
$4.53M +$963K +54,189 +25%
Millennium Management
10
Millennium Management
New York
$4.42M +$1.31M +73,940 +40%
Vanguard Group
11
Vanguard Group
Pennsylvania
$3.44M +$200K +11,265 +6%
UBS Group
12
UBS Group
Switzerland
$2.59M +$2.55M +143,515 +1,536%
Blackstone Inc
13
Blackstone Inc
New York
$2.54M +$357K +20,101 +15%
State Street
14
State Street
Massachusetts
$1.38M +$1.45M +81,640 New
Northern Trust
15
Northern Trust
Illinois
$1.06M +$1.11M +62,591 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$922K +$968K +54,500 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$891K +$936K +52,680 New
Wells Fargo
18
Wells Fargo
California
$587K +$595K +33,498 +3,048%
Charles Schwab
19
Charles Schwab
California
$276K +$290K +16,299 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$252K +$264K +14,842 New
Capstone Investment Advisors
21
Capstone Investment Advisors
New York
$196K -$3.49M -196,479 -94%
Bank of America
22
Bank of America
North Carolina
$161K +$107K +6,033 +172%
JP Morgan Chase
23
JP Morgan Chase
New York
$119K +$125K +7,011 New
Deutsche Bank
24
Deutsche Bank
Germany
$71K +$74.2K +4,177 New
AIG
25
American International Group
New York
$67K +$70.7K +3,977 New

AOMR Hedge Fund Activity: Q3 2021 in Review

34 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q3 2021, worth a combined $295M — up 2.5% from $288M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AOMR positions and 10 closed out — a net gain of 8 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $5.97M. The largest seller was Capstone Investment Advisors, cutting an estimated $3.49M.

  • 34 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q3 2021, up from 26 in Q2 2021.
  • Funds reported $295M of Angel Oak Mortgage REIT stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 18 funds opened new Angel Oak Mortgage REIT positions in Q3 2021 and 10 closed out, a net change of +8 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q3 2021 was BlackRock, an estimated $5.97M added.
  • The largest Angel Oak Mortgage REIT seller in Q3 2021 was Capstone Investment Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2021.