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DYFN

Angel Oak Dynamic Financial Strategies Income Term Trust
DYFN

Delisted

DYFN was delisted on the 29th of July, 2022.

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12 hedge funds and large institutions have $10.2M invested in Angel Oak Dynamic Financial Strategies Income Term Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

28% more capital invested

Capital invested by funds: $7.92M → $10.2M (+$2.25M)

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.53M
2
Osaic Holdings
Osaic Holdings
Arizona
+$551K
3
FWM
Foresight Wealth Management
Utah
+$370K
4
Morgan Stanley
Morgan Stanley
New York
+$234K
5
Wells Fargo
Wells Fargo
California
+$230K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$1.82M
2
LPL Financial
LPL Financial
California
-$288K
3
FIA
FNY Investment Advisers
New York
-$73K
4
CA
Corrado Advisors
New Jersey
-$66.7K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$2.58M +$2.53M +127,892 New
UBS Group
2
UBS Group
Switzerland
$2.26M +$67.9K +3,433 +3%
CA
3
Corrado Advisors
New Jersey
$1.37M -$66.7K -3,371 -5%
MC
4
Matisse Capital
Oregon
$950K – – –
Wells Fargo
5
Wells Fargo
California
$908K +$230K +11,641 +35%
Osaic Holdings
6
Osaic Holdings
Arizona
$688K +$551K +27,847 +446%
Morgan Stanley
7
Morgan Stanley
New York
$398K +$234K +11,824 +150%
FWM
8
Foresight Wealth Management
Utah
$379K +$370K +18,734 New
MC
9
Mathes Company
New York
$306K – – –
WS
10
Wedbush Securities
California
$233K +$19.8K +1,000 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$90K -$15.8K -800 -15%
ASN
12
Advisory Services Network
Georgia
$3K +$3.38K +171 New
RCM
13
Rivernorth Capital Management
Florida
– -$1.82M -96,347 Closed
LPL Financial
14
LPL Financial
California
– -$288K -15,300 Closed
FIA
15
FNY Investment Advisers
New York
– -$73K -3,875 Closed

DYFN Hedge Fund Activity: Q2 2021 in Review

12 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) for Q2 2021, worth a combined $10.2M — up 28% from $7.92M a quarter earlier.

Fund positioning in DYFN was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 2 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $2.53M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.82M sold.

  • 12 institutional investors held Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $10.2M of Angel Oak Dynamic Financial Strategies Income Term Trust stock for Q2 2021, up 28% quarter-over-quarter.
  • 3 funds opened new Angel Oak Dynamic Financial Strategies Income Term Trust positions in Q2 2021 and 3 closed out, a net change of 0 holders.
  • The largest Angel Oak Dynamic Financial Strategies Income Term Trust buyer in Q2 2021 was Sit Investment Associates, an estimated $2.53M added.
  • The largest Angel Oak Dynamic Financial Strategies Income Term Trust seller in Q2 2021 was Rivernorth Capital Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2021.