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AOMR

Angel Oak Mortgage REIT

58 hedge funds and large institutions have $263M invested in Angel Oak Mortgage REIT in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

22% more capital invested

Capital invested by funds: $215M → $263M (+$48.2M)

16% more funds holding

Funds holding: 5058 (+8)

0.57% more ownership

Funds ownership: 80.11%80.68% (+0.57%)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
1
Davidson Kempner Capital Management
New York
$96.8M
Morgan Stanley
2
Morgan Stanley
New York
$67.8M +$12 +1 +0%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$27.6M
MCM
4
Masters Capital Management
Georgia
$14.6M -$408K -35,000 -3%
BlackRock
5
BlackRock
New York
$14.1M +$858K +73,566 +7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.6M +$239K +20,502 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.01M +$132K +11,308 +3%
Amundi
8
Amundi
France
$4.92M
VCM
9
Vivaldi Capital Management
Illinois
$4.3M -$122K -10,496 -3%
State Street
10
State Street
Massachusetts
$4.23M -$43.9K -3,763 -1%
Wells Fargo
11
Wells Fargo
California
$1.99M -$93.4K -8,007 -5%
Northern Trust
12
Northern Trust
Illinois
$1.74M -$24.1K -2,063 -2%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$985K +$205K +17,580 +31%
Goldman Sachs
14
Goldman Sachs
New York
$573K -$84.3K -7,229 -14%
Charles Schwab
15
Charles Schwab
California
$522K +$27.9K +2,396 +6%
RWM
16
Ritholtz Wealth Management
New York
$514K +$119K +10,171 +35%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$451K +$1.47K +126 +0.4%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$426K +$45.5K +3,900 +14%
Invesco
19
Invesco
Georgia
$417K +$371K +31,833 New
Two Sigma Investments
20
Two Sigma Investments
New York
$409K +$102K +8,708 +39%
Renaissance Technologies
21
Renaissance Technologies
New York
$330K +$51.3K +4,400 +21%
UBS Group
22
UBS Group
Switzerland
$313K -$150K -12,863 -35%
RJA
23
Raymond James & Associates
Florida
$303K +$119K +10,178 +79%
Ameriprise
24
Ameriprise
Minnesota
$288K -$12.6K -1,084 -5%
N
25
Nuveen
North Carolina
$282K

AOMR Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q2 2024, worth a combined $263M — up 22% from $215M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AOMR positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $858K. The largest seller was Masters Capital Management, cutting an estimated $408K.

  • 58 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q2 2024, up from 50 in Q1 2024.
  • Funds reported $263M of Angel Oak Mortgage REIT stock for Q2 2024, up 22% quarter-over-quarter.
  • 13 funds opened new Angel Oak Mortgage REIT positions in Q2 2024 and 5 closed out, a net change of +8 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q2 2024 was BlackRock, an estimated $858K added.
  • The largest Angel Oak Mortgage REIT seller in Q2 2024 was Masters Capital Management, an estimated $408K sold.

Based on aggregated 13F filings for Q2 2024.