Angel Oak Dynamic Financial Strategies Income Term Trust
DYFN
DYFN was delisted on the 29th of July, 2022.
12 hedge funds and large institutions have $7.92M invested in Angel Oak Dynamic Financial Strategies Income Term Trust in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
50% more funds holding
Funds holding: 8 → 12 (+4)
11% more capital invested
Capital invested by funds: $7.11M → $7.92M (+$811K)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$285K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$211K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$196K |
| 4 |
Morgan Stanley
New York
|
+$147K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
+$120K |
Top Sellers
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$439K |
| 2 |
MC
Mathes Company
New York
|
-$53.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
UBS Group
Zurich,
Switzerland
| $2.04M | +$105K | +5,639 | +5% |
|
|
RCM
2
Rivernorth Capital Management
West Palm Beach,
Florida
| $1.82M | -$439K | -23,617 | -20% |
|
|
CA
3
Corrado Advisors
Ramsey,
New Jersey
| $1.34M | +$45.7K | +2,456 | +4% |
|
|
MC
4
Matisse Capital
Portland,
Oregon
| $885K | +$120K | +6,435 | +16% |
|
|
5
Wells Fargo
San Francisco,
California
| $628K | +$211K | +11,357 | +52% |
|
|
6
LPL Financial
San Diego,
California
| $288K | +$285K | +15,300 | New |
|
|
MC
7
Mathes Company
New York
| $285K | -$53.5K | -2,875 | -16% |
|
|
WS
8
Wedbush Securities
Los Angeles,
California
| $199K | +$196K | +10,550 | New |
|
|
9
Morgan Stanley
New York
| $149K | +$147K | +7,883 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $118K | +$116K | +6,250 | New |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $99K | – | – | – |
|
|
FIA
12
FNY Investment Advisers
New York
| $73K | +$8.46K | +455 | +13% |
|
DYFN Hedge Fund Activity: Q1 2021 in Review
12 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) for Q1 2021, worth a combined $7.92M — up 11% from $7.11M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DYFN positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $285K. The largest seller was Rivernorth Capital Management, cutting an estimated $439K.
- 12 institutional investors held Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) as of Q1 2021, up from 8 in Q4 2020.
- Funds reported $7.92M of Angel Oak Dynamic Financial Strategies Income Term Trust stock for Q1 2021, up 11% quarter-over-quarter.
- 4 funds opened new Angel Oak Dynamic Financial Strategies Income Term Trust positions in Q1 2021 and 0 closed out, a net change of +4 holders.
- The largest Angel Oak Dynamic Financial Strategies Income Term Trust buyer in Q1 2021 was LPL Financial, an estimated $285K added.
- The largest Angel Oak Dynamic Financial Strategies Income Term Trust seller in Q1 2021 was Rivernorth Capital Management, an estimated $439K sold.
Based on aggregated 13F filings for Q1 2021.