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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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1 hedge funds and large institutions have $224K invested in Angel Oak Dynamic Financial Strategies Income Term Trust in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% less funds holding

Funds holding: 15 → 1 (-14)

99% less capital invested

Capital invested by funds: $17.3M → $224K (-$17.1M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 14

Holders
1
Holders Change
-14
Holders Change %
-93.33%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
Mathes Company
New York
+$42.3K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.41M
2
Wells Fargo
Wells Fargo
California
-$2.08M
3
UBS Group
UBS Group
Switzerland
-$1.83M
4
CA
Corrado Advisors
New Jersey
-$972K
5
GC
Guggenheim Capital
Illinois
-$747K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1
Mathes Company
New York
$224K +$42.3K +2,458 +17%
SIA
2
Sit Investment Associates
Minnesota
– -$8.41M -493,873 Closed
Wells Fargo
3
Wells Fargo
California
– -$2.08M -122,370 Closed
UBS Group
4
UBS Group
Switzerland
– -$1.83M -107,331 Closed
CA
5
Corrado Advisors
New Jersey
– -$972K -57,070 Closed
GC
6
Guggenheim Capital
Illinois
– -$747K -43,848 Closed
Osaic Holdings
7
Osaic Holdings
Arizona
– -$744K -43,271 Closed
MC
8
Matisse Capital
Oregon
– -$733K -43,060 Closed
Morgan Stanley
9
Morgan Stanley
New York
– -$518K -30,443 Closed
WS
10
Wedbush Securities
California
– -$258K -15,150 Closed
RJA
11
Raymond James & Associates
Florida
– -$234K -13,749 Closed
First Trust Advisors
12
First Trust Advisors
Illinois
– -$230K -13,484 Closed
FWM
13
Foresight Wealth Management
Utah
– -$183K -10,727 Closed
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
– -$139K -8,141 Closed
CMP
15
Coston McIsaac & Partners
Maine
– -$10K -575 Closed

DYFN Hedge Fund Activity: Q3 2022 in Review

1 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) for Q3 2022, worth a combined $224K — down 99% from $17.3M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DYFN and 0 opened new positions — a net loss of 14 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Mathes Company, adding an estimated $42.3K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $8.41M sold.

  • 1 institutional investor held Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) as of Q3 2022, down from 15 in Q2 2022.
  • Funds reported $224K of Angel Oak Dynamic Financial Strategies Income Term Trust stock for Q3 2022, down 99% quarter-over-quarter.
  • 0 funds opened new Angel Oak Dynamic Financial Strategies Income Term Trust positions in Q3 2022 and 14 closed out, a net change of -14 holders.
  • The largest Angel Oak Dynamic Financial Strategies Income Term Trust buyer in Q3 2022 was Mathes Company, an estimated $42.3K added.
  • The largest Angel Oak Dynamic Financial Strategies Income Term Trust seller in Q3 2022 was Sit Investment Associates, an estimated $8.41M sold.

Based on aggregated 13F filings for Q3 2022.