Angel Oak Mortgage REIT
AOMR
46 hedge funds and large institutions have $205M invested in Angel Oak Mortgage REIT in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.
100% more capital invested
Capital invested by funds: $103M → $205M (+$103M)
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
29.2% more ownership
Funds ownership: 83.52% → 112.72% (+29%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 47 → 46 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$536K |
| 2 |
State Street
Boston,
Massachusetts
|
+$287K |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$126K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$94.9K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$91.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPM
Equitec Proprietary Markets
Chicago,
Illinois
|
-$773K |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$387K |
| 3 |
Goldman Sachs
New York
|
-$379K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$241K |
| 5 |
Bank of New York Mellon
New York
|
-$151K |
AOMR Hedge Fund Activity: Q1 2023 in Review
46 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q1 2023, worth a combined $205M — up 100% from $103M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AOMR and 4 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 19 added.
The largest buyer was Wolverine Asset Management, adding an estimated $536K. The largest seller was Equitec Proprietary Markets, cutting an estimated $773K.
- 46 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q1 2023, down from 47 in Q4 2022.
- Funds reported $205M of Angel Oak Mortgage REIT stock for Q1 2023, up 100% quarter-over-quarter.
- 4 funds opened new Angel Oak Mortgage REIT positions in Q1 2023 and 5 closed out, a net change of -1 holder.
- The largest Angel Oak Mortgage REIT buyer in Q1 2023 was Wolverine Asset Management, an estimated $536K added.
- The largest Angel Oak Mortgage REIT seller in Q1 2023 was Equitec Proprietary Markets, an estimated $773K sold.
Based on aggregated 13F filings for Q1 2023.