Angel Oak Dynamic Financial Strategies Income Term Trust
DYFN
DYFN was delisted on the 29th of July, 2022.
14 hedge funds and large institutions have $16.1M invested in Angel Oak Dynamic Financial Strategies Income Term Trust in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 0 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
8% more funds holding
Funds holding: 13 → 14 (+1)
8% less capital invested
Capital invested by funds: $17.5M → $16.1M (-$1.46M)
Top Buyers
Top Sellers
| 1 |
FWM
Foresight Wealth Management
Draper,
Utah
|
-$378K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$146K |
| 3 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$79.5K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$75.8K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$12.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIA
1
Sit Investment Associates
Minneapolis,
Minnesota
| $6.87M | +$213K | +11,080 | +3% |
|
2
Wells Fargo
San Francisco,
California
| $2.17M | +$719K | +37,390 | +47% |
|
|
3
UBS Group
Zurich,
Switzerland
| $2.08M | -$146K | -7,594 | -6% |
|
|
CA
4
Corrado Advisors
Ramsey,
New Jersey
| $1.13M | -$79.5K | -4,137 | -6% |
|
|
GC
5
Guggenheim Capital
Chicago,
Illinois
| $836K | +$184K | +9,592 | +27% |
|
|
MC
6
Matisse Capital
Portland,
Oregon
| $797K | -$75.8K | -3,940 | -8% |
|
7
Morgan Stanley
New York
| $534K | +$11.2K | +580 | +2% |
|
|
MC
8
Mathes Company
New York
| $263K | – | – | – |
|
|
RJA
9
Raymond James & Associates
St Petersburg,
Florida
| $260K | +$270K | +14,049 | New |
|
|
10
First Trust Advisors
Wheaton,
Illinois
| $254K | -$12.7K | -659 | -5% |
|
|
WS
11
Wedbush Securities
Los Angeles,
California
| $232K | – | – | – |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $228K | +$114K | +5,915 | +17% |
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| $213K | +$42.7K | +2,220 | +24% |
|
|
FWM
14
Foresight Wealth Management
Draper,
Utah
| $208K | -$378K | -19,646 | -64% |
|
DYFN Hedge Fund Activity: Q1 2022 in Review
14 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) for Q1 2022, worth a combined $16.1M — down 8.3% from $17.5M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new DYFN positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Wells Fargo, adding an estimated $719K. The largest seller was Foresight Wealth Management, cutting an estimated $378K.
- 14 institutional investors held Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) as of Q1 2022, up from 13 in Q4 2021.
- Funds reported $16.1M of Angel Oak Dynamic Financial Strategies Income Term Trust stock for Q1 2022, down 8.3% quarter-over-quarter.
- 1 fund opened new Angel Oak Dynamic Financial Strategies Income Term Trust positions in Q1 2022 and 0 closed out, a net change of +1 holder.
- The largest Angel Oak Dynamic Financial Strategies Income Term Trust buyer in Q1 2022 was Wells Fargo, an estimated $719K added.
- The largest Angel Oak Dynamic Financial Strategies Income Term Trust seller in Q1 2022 was Foresight Wealth Management, an estimated $378K sold.
Based on aggregated 13F filings for Q1 2022.