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AOMR

Angel Oak Mortgage REIT

45 hedge funds and large institutions have $254M invested in Angel Oak Mortgage REIT in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

2% more funds holding

Funds holding: 4445 (+1)

0.82% more ownership

Funds ownership: 84.3%85.12% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $273M → $254M (-$19.3M)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
16
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
1
Davidson Kempner Capital Management
New York
$88.5M
Morgan Stanley
2
Morgan Stanley
New York
$62M
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$25.2M
VCM
4
Vivaldi Capital Management
Illinois
$23M -$534K -37,841 -2%
BlackRock
5
BlackRock
New York
$10.6M +$2.5M +177,490 +25%
MCM
6
Masters Capital Management
Georgia
$8.15M -$565K -40,067 -6%
Goldman Sachs
7
Goldman Sachs
New York
$8.03M -$2.56M -181,490 -21%
Vanguard Group
8
Vanguard Group
Pennsylvania
$6.8M +$2.98M +211,480 +59%
Amundi
9
Amundi
France
$6.64M -$674K -47,759 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.44M +$1.7M +120,209 +72%
State Street
11
State Street
Massachusetts
$2.54M +$369K +26,145 +14%
EPM
12
Equitec Proprietary Markets
Illinois
$1.79M
Wells Fargo
13
Wells Fargo
California
$1.79M -$54.2K -3,844 -3%
Northern Trust
14
Northern Trust
Illinois
$1.3M +$265K +18,753 +21%
UBS Group
15
UBS Group
Switzerland
$732K -$173K -12,251 -17%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$726K +$396K +28,056 +86%
Charles Schwab
17
Charles Schwab
California
$434K +$80.9K +5,735 +19%
RJA
18
Raymond James & Associates
Florida
$359K +$94.5K +6,700 +29%
Ameriprise
19
Ameriprise
Minnesota
$299K -$26.4K -1,872 -7%
N
20
Nuveen
North Carolina
$223K -$129K -9,156 -33%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$217K +$16.8K +1,194 +7%
Cerity Partners
22
Cerity Partners
New York
$215K
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$107K
Nisa Investment Advisors
24
Nisa Investment Advisors
Missouri
$91K
Bank of America
25
Bank of America
North Carolina
$88K -$82.9K -5,877 -44%

AOMR Hedge Fund Activity: Q3 2022 in Review

45 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q3 2022, worth a combined $254M — down 7.1% from $273M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AOMR positions and 2 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.98M. The largest seller was Goldman Sachs, cutting an estimated $2.56M.

  • 45 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q3 2022, up from 44 in Q2 2022.
  • Funds reported $254M of Angel Oak Mortgage REIT stock for Q3 2022, down 7.1% quarter-over-quarter.
  • 3 funds opened new Angel Oak Mortgage REIT positions in Q3 2022 and 2 closed out, a net change of +1 holder.
  • The largest Angel Oak Mortgage REIT buyer in Q3 2022 was Vanguard Group, an estimated $2.98M added.
  • The largest Angel Oak Mortgage REIT seller in Q3 2022 was Goldman Sachs, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2022.