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AOMR

Angel Oak Mortgage REIT

44 hedge funds and large institutions have $273M invested in Angel Oak Mortgage REIT in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2.67% more ownership

Funds ownership: 81.62%84.3% (+2.7%)

2% more funds holding

Funds holding: 4344 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less capital invested

Capital invested by funds: $332M → $273M (-$58.7M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
22
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
1
Davidson Kempner Capital Management
New York
$95.8M +$1.26M +85,431 +1%
Morgan Stanley
2
Morgan Stanley
New York
$67M +$148 +10 +0%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$27.3M
VCM
4
Vivaldi Capital Management
Illinois
$26.2M +$1.14M +77,470 +4%
Goldman Sachs
5
Goldman Sachs
New York
$11M -$53.1K -3,592 -0.4%
MCM
6
Masters Capital Management
Georgia
$9.33M +$3.25M +220,000 +44%
BlackRock
7
BlackRock
New York
$9.14M +$1.15M +77,968 +12%
Amundi
8
Amundi
France
$8.29M +$313K +21,150 +4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.62M +$213K +14,439 +4%
State Street
10
State Street
Massachusetts
$2.41M +$920K +62,264 +50%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.17M +$369K +24,982 +18%
Wells Fargo
12
Wells Fargo
California
$1.98M -$2.79K -189 -0.1%
EPM
13
Equitec Proprietary Markets
Illinois
$1.94M -$10.3K -700 -0.5%
Northern Trust
14
Northern Trust
Illinois
$1.17M +$215K +14,564 +19%
UBS Group
15
UBS Group
Switzerland
$951K -$173K -11,738 -14%
JP Morgan Chase
16
JP Morgan Chase
New York
$442K -$994K -67,261 -66%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$423K +$75.1K +5,082 +18%
Charles Schwab
18
Charles Schwab
California
$395K +$71.7K +4,850 +19%
N
19
Nuveen
North Carolina
$360K +$411K +27,794 New
Ameriprise
20
Ameriprise
Minnesota
$347K +$77.5K +5,247 +24%
RJA
21
Raymond James & Associates
Florida
$301K +$159K +10,782 +87%
HWM
22
HB Wealth Management
Georgia
$289K +$329K +22,292 New
Cerity Partners
23
Cerity Partners
New York
$232K +$265K +17,921 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$219K +$250K +16,887 New
Bank of America
25
Bank of America
North Carolina
$172K -$56.1K -3,797 -22%

AOMR Hedge Fund Activity: Q2 2022 in Review

44 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q2 2022, worth a combined $273M — down 18% from $332M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AOMR positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Masters Capital Management, adding an estimated $3.25M. The largest seller was JP Morgan Chase, cutting an estimated $994K.

  • 44 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q2 2022, up from 43 in Q1 2022.
  • Funds reported $273M of Angel Oak Mortgage REIT stock for Q2 2022, down 18% quarter-over-quarter.
  • 6 funds opened new Angel Oak Mortgage REIT positions in Q2 2022 and 4 closed out, a net change of +2 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q2 2022 was Masters Capital Management, an estimated $3.25M added.
  • The largest Angel Oak Mortgage REIT seller in Q2 2022 was JP Morgan Chase, an estimated $994K sold.

Based on aggregated 13F filings for Q2 2022.