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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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15 hedge funds and large institutions have $17.3M invested in Angel Oak Dynamic Financial Strategies Income Term Trust in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $16.1M → $17.3M (+$1.26M)

7% more funds holding

Funds holding: 14 → 15 (+1)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.15M
2
Wells Fargo
Wells Fargo
California
+$93.9K
3
Osaic Holdings
Osaic Holdings
Arizona
+$52.8K
4
WS
Wedbush Securities
California
+$45.5K
5
Morgan Stanley
Morgan Stanley
New York
+$28K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$89K
2
CA
Corrado Advisors
New Jersey
-$69.3K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$59.1K
4
GC
Guggenheim Capital
Illinois
-$23.2K
5
FWM
Foresight Wealth Management
Utah
-$8.47K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$8.41M +$2.15M +122,702 +33%
Wells Fargo
2
Wells Fargo
California
$2.08M +$93.9K +5,365 +5%
UBS Group
3
UBS Group
Switzerland
$1.83M -$89K -5,089 -5%
CA
4
Corrado Advisors
New Jersey
$972K -$69.3K -3,960 -6%
GC
5
Guggenheim Capital
Illinois
$747K -$23.2K -1,325 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$744K +$52.8K +3,018 +7%
MC
7
Matisse Capital
Oregon
$733K – – –
Morgan Stanley
8
Morgan Stanley
New York
$518K +$28K +1,600 +6%
WS
9
Wedbush Securities
California
$258K +$45.5K +2,600 +21%
MC
10
Mathes Company
New York
$242K – – –
RJA
11
Raymond James & Associates
Florida
$234K -$5.25K -300 -2%
First Trust Advisors
12
First Trust Advisors
Illinois
$230K -$4.25K -243 -2%
FWM
13
Foresight Wealth Management
Utah
$183K -$8.47K -484 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$139K -$59.1K -3,375 -29%
CMP
15
Coston McIsaac & Partners
Maine
$10K +$10.1K +575 New

DYFN Hedge Fund Activity: Q2 2022 in Review

15 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) for Q2 2022, worth a combined $17.3M — up 7.8% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new DYFN positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.15M. The largest seller was UBS Group, cutting an estimated $89K.

  • 15 institutional investors held Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) as of Q2 2022, up from 14 in Q1 2022.
  • Funds reported $17.3M of Angel Oak Dynamic Financial Strategies Income Term Trust stock for Q2 2022, up 7.8% quarter-over-quarter.
  • 1 fund opened new Angel Oak Dynamic Financial Strategies Income Term Trust positions in Q2 2022 and 0 closed out, a net change of +1 holder.
  • The largest Angel Oak Dynamic Financial Strategies Income Term Trust buyer in Q2 2022 was Sit Investment Associates, an estimated $2.15M added.
  • The largest Angel Oak Dynamic Financial Strategies Income Term Trust seller in Q2 2022 was UBS Group, an estimated $89K sold.

Based on aggregated 13F filings for Q2 2022.