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AOMR

Angel Oak Mortgage REIT

75 hedge funds and large institutions have $183M invested in Angel Oak Mortgage REIT in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

29% more funds holding

Funds holding: 5875 (+17)

5.17% less ownership

Funds ownership: 80.68%75.51% (-5.2%)

30% less capital invested

Capital invested by funds: $263M → $183M (-$80M)

Holders
75
Holders Change
+17
Holders Change %
+29.31%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
25
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
$54M -$25.5M -2,207,922 -30%
Morgan Stanley
2
Morgan Stanley
New York
$53.9M -$12 -1 -0%
MCM
3
Masters Capital Management
Georgia
$11.6M
BlackRock
4
BlackRock
New York
$10.6M -$718K -62,162 -6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.37M +$159K +13,809 +2%
Bank of America
6
Bank of America
North Carolina
$8.95M +$9.83M +851,219 +13,226%
Amundi
7
Amundi
France
$4.1M
State Street
8
State Street
Massachusetts
$3.48M +$126K +10,909 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.17M -$899K -77,873 -20%
VCM
10
Vivaldi Capital Management
Illinois
$2.88M -$604K -52,290 -16%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$1.52M +$1.68M +145,291 New
Renaissance Technologies
12
Renaissance Technologies
New York
$1.42M +$1.28M +111,300 +442%
Wells Fargo
13
Wells Fargo
California
$1.19M -$436K -37,730 -25%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$1.18M +$515K +44,617 +59%
Northern Trust
15
Northern Trust
Illinois
$1.17M -$234K -20,258 -15%
Two Sigma Investments
16
Two Sigma Investments
New York
$1.14M +$899K +77,857 +249%
Marshall Wace
17
Marshall Wace
United Kingdom
$1.13M +$1.26M +108,817 New
Goldman Sachs
18
Goldman Sachs
New York
$1.08M +$694K +60,077 +137%
JAM
19
Jacobs Asset Management
New York
$975K +$1.08M +93,460 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$946K +$649K +56,236 +163%
Millennium Management
21
Millennium Management
New York
$701K +$776K +67,244 New
Citadel Advisors
22
Citadel Advisors
Florida
$696K +$770K +66,726 New
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$651K +$345K +29,872 +92%
WAM
24
Wolverine Asset Management
Illinois
$616K +$681K +59,019 New
RWM
25
Ritholtz Wealth Management
New York
$541K +$146K +12,650 +32%

AOMR Hedge Fund Activity: Q3 2024 in Review

75 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q3 2024, worth a combined $183M — down 30% from $263M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AOMR positions and 5 closed out — a net gain of 17 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $9.83M. The largest seller was Canada Pension Plan Investment Board, exiting entirely with an estimated $27.6M sold.

  • 75 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q3 2024, up from 58 in Q2 2024.
  • Funds reported $183M of Angel Oak Mortgage REIT stock for Q3 2024, down 30% quarter-over-quarter.
  • 22 funds opened new Angel Oak Mortgage REIT positions in Q3 2024 and 5 closed out, a net change of +17 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q3 2024 was Bank of America, an estimated $9.83M added.
  • The largest Angel Oak Mortgage REIT seller in Q3 2024 was Canada Pension Plan Investment Board, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2024.