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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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13 hedge funds and large institutions have $17.5M invested in Angel Oak Dynamic Financial Strategies Income Term Trust in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

27% more capital invested

Capital invested by funds: $13.8M → $17.5M (+$3.71M)

19% less funds holding

Funds holding: 16 → 13 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
13
Holders Change
-3
Holders Change %
-18.75%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.94M
2
GC
Guggenheim Capital
Illinois
+$396K
3
Wells Fargo
Wells Fargo
California
+$326K
4
FWM
Foresight Wealth Management
Utah
+$96K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.5K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$200K
2
Osaic Holdings
Osaic Holdings
Arizona
-$57.3K
3
FIA
FNY Investment Advisers
New York
-$40K
4
WS
Wedbush Securities
California
-$20.4K
5
MC
Mathes Company
New York
-$18.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$7.42M +$2.94M +144,009 +67%
UBS Group
2
UBS Group
Switzerland
$2.47M +$50.3K +2,468 +2%
Wells Fargo
3
Wells Fargo
California
$1.64M +$326K +15,986 +25%
CA
4
Corrado Advisors
New Jersey
$1.34M -$13.9K -680 -1%
MC
5
Matisse Capital
Oregon
$968K – – –
GC
6
Guggenheim Capital
Illinois
$733K +$396K +19,416 +120%
Osaic Holdings
7
Osaic Holdings
Arizona
$705K -$57.3K -2,809 -8%
FWM
8
Foresight Wealth Management
Utah
$636K +$96K +4,711 +18%
Morgan Stanley
9
Morgan Stanley
New York
$582K +$56K +2,746 +11%
First Trust Advisors
10
First Trust Advisors
Illinois
$296K +$1.34K +66 +0.5%
MC
11
Mathes Company
New York
$293K -$18.3K -900 -6%
WS
12
Wedbush Securities
California
$259K -$20.4K -999 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$191K +$68.5K +3,360 +57%
RJA
14
Raymond James & Associates
Florida
– -$200K -9,800 Closed
FIA
15
FNY Investment Advisers
New York
– -$40K -2,000 Closed
Bank of America
16
Bank of America
North Carolina
– -$2K -100 Closed

DYFN Hedge Fund Activity: Q4 2021 in Review

13 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) for Q4 2021, worth a combined $17.5M — up 27% from $13.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of DYFN and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 8 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.94M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $200K sold.

  • 13 institutional investors held Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) as of Q4 2021, down from 16 in Q3 2021.
  • Funds reported $17.5M of Angel Oak Dynamic Financial Strategies Income Term Trust stock for Q4 2021, up 27% quarter-over-quarter.
  • 0 funds opened new Angel Oak Dynamic Financial Strategies Income Term Trust positions in Q4 2021 and 3 closed out, a net change of -3 holders.
  • The largest Angel Oak Dynamic Financial Strategies Income Term Trust buyer in Q4 2021 was Sit Investment Associates, an estimated $2.94M added.
  • The largest Angel Oak Dynamic Financial Strategies Income Term Trust seller in Q4 2021 was Raymond James & Associates, an estimated $200K sold.

Based on aggregated 13F filings for Q4 2021.