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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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16 hedge funds and large institutions have $13.8M invested in Angel Oak Dynamic Financial Strategies Income Term Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

36% more capital invested

Capital invested by funds: $10.2M → $13.8M (+$3.65M)

33% more funds holding

Funds holding: 12 → 16 (+4)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.8M
2
Wells Fargo
Wells Fargo
California
+$382K
3
GC
Guggenheim Capital
Illinois
+$330K
4
First Trust Advisors
First Trust Advisors
Illinois
+$293K
5
RJA
Raymond James & Associates
Florida
+$200K

Top Sellers

1
CA
Corrado Advisors
New Jersey
-$41.5K
2
ASN
Advisory Services Network
Georgia
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$4.42M +$1.8M +88,190 +69%
UBS Group
2
UBS Group
Switzerland
$2.4M +$118K +5,773 +5%
CA
3
Corrado Advisors
New Jersey
$1.35M -$41.5K -2,032 -3%
Wells Fargo
4
Wells Fargo
California
$1.3M +$382K +18,675 +42%
MC
5
Matisse Capital
Oregon
$961K – – –
Osaic Holdings
6
Osaic Holdings
Arizona
$759K +$62.4K +3,050 +9%
FWM
7
Foresight Wealth Management
Utah
$535K +$152K +7,412 +40%
Morgan Stanley
8
Morgan Stanley
New York
$522K +$119K +5,810 +29%
GC
9
Guggenheim Capital
Illinois
$331K +$330K +16,165 New
MC
10
Mathes Company
New York
$309K – – –
First Trust Advisors
11
First Trust Advisors
Illinois
$293K +$293K +14,320 New
WS
12
Wedbush Securities
California
$277K +$40.9K +1,999 +17%
RJA
13
Raymond James & Associates
Florida
$200K +$200K +9,800 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$121K +$29.9K +1,461 +33%
FIA
15
FNY Investment Advisers
New York
$40K +$40.9K +2,000 New
Bank of America
16
Bank of America
North Carolina
$2K +$2.04K +100 New
ASN
17
Advisory Services Network
Georgia
– -$3K -171 Closed

DYFN Hedge Fund Activity: Q3 2021 in Review

16 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) for Q3 2021, worth a combined $13.8M — up 36% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DYFN positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.8M. The largest seller was Corrado Advisors, cutting an estimated $41.5K.

  • 16 institutional investors held Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) as of Q3 2021, up from 12 in Q2 2021.
  • Funds reported $13.8M of Angel Oak Dynamic Financial Strategies Income Term Trust stock for Q3 2021, up 36% quarter-over-quarter.
  • 5 funds opened new Angel Oak Dynamic Financial Strategies Income Term Trust positions in Q3 2021 and 1 closed out, a net change of +4 holders.
  • The largest Angel Oak Dynamic Financial Strategies Income Term Trust buyer in Q3 2021 was Sit Investment Associates, an estimated $1.8M added.
  • The largest Angel Oak Dynamic Financial Strategies Income Term Trust seller in Q3 2021 was Corrado Advisors, an estimated $41.5K sold.

Based on aggregated 13F filings for Q3 2021.