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FINS.RT

Angel Oak Financial Strategies Income Term Trust Rights (expires October 14, 2021)
FINS.RT

Delisted

FINS.RT was delisted on the 13th of October, 2021.

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28 hedge funds and large institutions have $1.2M invested in Angel Oak Financial Strategies Income Term Trust Rights (expires October 14, 2021) in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+28
Holders Change %
–
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$285K
2
UBS Group
UBS Group
Switzerland
+$262K
3
RJA
Raymond James & Associates
Florida
+$98K
4
VCM
Vivaldi Capital Management
Illinois
+$78.8K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$70.1K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$250K +$285K +1,164,212 New
UBS Group
2
UBS Group
Switzerland
$236K +$262K +1,073,903 New
ST
3
Sphinx Trading
Illinois
$220K +$251K +1,028,521 New
RJA
4
Raymond James & Associates
Florida
$86K +$98K +400,815 New
VCM
5
Vivaldi Capital Management
Illinois
$69K +$78.8K +322,593 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$62K +$70.1K +286,966 New
LPL Financial
7
LPL Financial
California
$57K +$65K +266,028 New
COLIM
8
City of London Investment Management
United Kingdom
$52K +$58.8K +240,582 New
SFS
9
Shaker Financial Services
Virginia
$30K +$34.1K +139,680 New
Wells Fargo
10
Wells Fargo
California
$22K +$25.2K +102,948 New
DADC
11
D.A. Davidson & Co
Montana
$18K +$20.1K +82,083 New
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$16K +$17.9K +73,420 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$16K +$18.4K +75,231 New
Bank of America
14
Bank of America
North Carolina
$13K +$15.2K +62,028 New
MC
15
Matisse Capital
Oregon
$7K +$8.08K +33,057 New
BI
16
Bulldog Investors
New Jersey
$7K +$8.18K +33,455 New
Stifel Financial
17
Stifel Financial
Missouri
$5K +$5.43K +22,200 New
PFO
18
Pathstone Family Office
New Jersey
$5K +$5.46K +22,358 New
YCM
19
Yakira Capital Management
Connecticut
$5K +$5.85K +23,925 New
WS
20
Wedbush Securities
California
$5K +$5.96K +24,390 New
FWM
21
Foresight Wealth Management
Utah
$5K +$6.24K +25,530 New
HWM
22
Howard Wealth Management
Connecticut
$3K +$3.61K +14,757 New
CAN
23
Cetera Advisor Networks
California
$2K +$2.71K +11,108 New
CC
24
Claybrook Capital
Massachusetts
$2K +$2.74K +11,202 New
Citadel Advisors
25
Citadel Advisors
Florida
$2K +$2.79K +11,435 New
1
2

FINS.RT Hedge Fund Activity: Q3 2021 in Review

28 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust Rights (expires October 14, 2021) (FINS.RT) for Q3 2021, worth a combined $1.2M.

Buyers outnumbered sellers: 28 funds opened new FINS.RT positions and 0 closed out — a net gain of 28 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $285K.

  • 28 institutional investors held Angel Oak Financial Strategies Income Term Trust Rights (expires October 14, 2021) (FINS.RT) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $1.2M of Angel Oak Financial Strategies Income Term Trust Rights (expires October 14, 2021) stock for Q3 2021.
  • 28 funds opened new Angel Oak Financial Strategies Income Term Trust Rights (expires October 14, 2021) positions in Q3 2021 and 0 closed out, a net change of +28 holders.
  • The largest Angel Oak Financial Strategies Income Term Trust Rights (expires October 14, 2021) buyer in Q3 2021 was Morgan Stanley, an estimated $285K added.

Based on aggregated 13F filings for Q3 2021.