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AOMR

Angel Oak Mortgage REIT
AOMR

43 hedge funds and large institutions have $167M invested in Angel Oak Mortgage REIT in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $163M → $167M (+$4.82M)

0.61% less ownership

Funds ownership: 79.33% → 78.71% (-0.61%)

7% less funds holding

Funds holding: 46 → 43 (-3)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.62M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$207K
3
Wells Fargo
Wells Fargo
California
+$152K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$115K
5
Amundi
Amundi
France
+$92.6K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$671K
2
EPM
Equitec Proprietary Markets
Illinois
-$577K
3
VCM
Vivaldi Capital Management
Illinois
-$419K
4
BlackRock
BlackRock
New York
-$411K
5
Millennium Management
Millennium Management
New York
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
DKCM
1
Davidson Kempner Capital Management
New York
$63M – – –
Morgan Stanley
2
Morgan Stanley
New York
$44.1M +$9 +1 +0%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$18M – – –
MCM
4
Masters Capital Management
Georgia
$8.46M -$72.6K -8,000 -0.8%
BlackRock
5
BlackRock
New York
$8.15M -$411K -45,292 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.45M +$1.62M +178,370 +31%
Amundi
7
Amundi
France
$3.22M +$92.6K +10,208 +3%
VCM
8
Vivaldi Capital Management
Illinois
$2.97M -$419K -46,217 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.77M +$207K +22,878 +8%
State Street
10
State Street
Massachusetts
$2.62M -$140K -15,481 -5%
Wells Fargo
11
Wells Fargo
California
$1.48M +$152K +16,777 +11%
Northern Trust
12
Northern Trust
Illinois
$1.14M +$87.5K +9,647 +8%
WAM
13
Wolverine Asset Management
Illinois
$944K -$671K -74,027 -40%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$672K -$15.9K -1,751 -2%
EPM
15
Equitec Proprietary Markets
Illinois
$459K -$577K -63,585 -54%
Goldman Sachs
16
Goldman Sachs
New York
$390K +$39.7K +4,377 +11%
UBS Group
17
UBS Group
Switzerland
$341K -$66.7K -7,354 -16%
Charles Schwab
18
Charles Schwab
California
$319K – – –
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$268K +$115K +12,667 +68%
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$258K -$72.6K -8,000 -21%
Ameriprise
21
Ameriprise
Minnesota
$254K -$9.07K -1,000 -3%
N
22
Nuveen
North Carolina
$159K – – –
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$154K -$1.1K -121 -0.7%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$126K +$10.1K +1,113 +8%
RJA
25
Raymond James & Associates
Florida
$111K -$7.25K -800 -6%
1
2

AOMR Hedge Fund Activity: Q3 2023 in Review

43 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q3 2023, worth a combined $167M — up 3% from $163M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AOMR and 1 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 13 added.

The largest buyer was Vanguard Group, adding an estimated $1.62M. The largest seller was Wolverine Asset Management, cutting an estimated $671K.

  • 43 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q3 2023, down from 46 in Q2 2023.
  • Funds reported $167M of Angel Oak Mortgage REIT stock for Q3 2023, up 3% quarter-over-quarter.
  • 1 fund opened new Angel Oak Mortgage REIT positions in Q3 2023 and 4 closed out, a net change of -3 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q3 2023 was Vanguard Group, an estimated $1.62M added.
  • The largest Angel Oak Mortgage REIT seller in Q3 2023 was Wolverine Asset Management, an estimated $671K sold.

Based on aggregated 13F filings for Q3 2023.