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AOMR

Angel Oak Mortgage REIT
AOMR

74 hedge funds and large institutions have $161M invested in Angel Oak Mortgage REIT in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 75 → 74 (-1)

1.96% less ownership

Funds ownership: 75.51% → 73.54% (-2%)

12% less capital invested

Capital invested by funds: $183M → $161M (-$22.6M)

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
+$2.37M
2
AGM
Alpine Global Management
New York
+$985K
3
PCM
Penserra Capital Management
California
+$925K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$869K
5
Wells Fargo
Wells Fargo
California
+$679K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.09M
2
Renaissance Technologies
Renaissance Technologies
New York
-$851K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$721K
4
Citadel Advisors
Citadel Advisors
Florida
-$696K
5
Two Sigma Investments
Two Sigma Investments
New York
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
DKCM
1
Davidson Kempner Capital Management
New York
$48.1M – – –
Morgan Stanley
2
Morgan Stanley
New York
$48M – – –
MCM
3
Masters Capital Management
Georgia
$10.3M – – –
BlackRock
4
BlackRock
New York
$9.3M -$91.6K -9,577 -0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.64M -$721K -75,361 -8%
Amundi
6
Amundi
France
$4.02M – – –
JAM
7
Jacobs Asset Management
New York
$3.17M +$2.37M +248,131 +265%
State Street
8
State Street
Massachusetts
$3.08M -$23.4K -2,450 -0.7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.9M +$79.6K +8,316 +3%
VCM
10
Vivaldi Capital Management
Illinois
$2.79M – – –
Wells Fargo
11
Wells Fargo
California
$1.72M +$679K +70,990 +62%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.68M +$869K +90,844 +100%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$1.62M +$284K +29,695 +20%
Marshall Wace
14
Marshall Wace
United Kingdom
$1.57M +$575K +60,135 +55%
Northern Trust
15
Northern Trust
Illinois
$1.25M +$212K +22,141 +20%
CC
16
CF Capital
Massachusetts
$1.09M +$1.13M +117,971 New
AGM
17
Alpine Global Management
New York
$956K +$985K +102,971 New
Millennium Management
18
Millennium Management
New York
$949K +$335K +34,977 +52%
PCM
19
Penserra Capital Management
California
$897K +$925K +96,719 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$813K -$308K -32,187 -27%
Goldman Sachs
21
Goldman Sachs
New York
$806K -$163K -17,020 -16%
Ameriprise
22
Ameriprise
Minnesota
$763K +$486K +50,739 +161%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$634K +$57.3K +5,991 +10%
Two Sigma Investments
24
Two Sigma Investments
New York
$604K -$421K -44,013 -40%
WAM
25
Wolverine Asset Management
Illinois
$593K +$46.8K +4,895 +8%
1
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AOMR Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q4 2024, worth a combined $161M — down 12% from $183M a quarter earlier.

Fund positioning in AOMR was balanced in Q4 2024: 8 funds opened new positions, 8 closed out, 30 added to existing stakes and 17 trimmed.

The largest buyer was Jacobs Asset Management, adding an estimated $2.37M. The largest seller was Bank of America, cutting an estimated $8.09M.

  • 74 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q4 2024, down from 75 in Q3 2024.
  • Funds reported $161M of Angel Oak Mortgage REIT stock for Q4 2024, down 12% quarter-over-quarter.
  • 8 funds opened new Angel Oak Mortgage REIT positions in Q4 2024 and 8 closed out, a net change of 0 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q4 2024 was Jacobs Asset Management, an estimated $2.37M added.
  • The largest Angel Oak Mortgage REIT seller in Q4 2024 was Bank of America, an estimated $8.09M sold.

Based on aggregated 13F filings for Q4 2024.