FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

26 hedge funds and large institutions have $71.1M invested in Angel Oak Financial Strategies Income Term Trust in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
6
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$3.06M
2
Bank of America
Bank of America
North Carolina
+$2.85M
3
RJA
Raymond James & Associates
Florida
+$2.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$758K
5
LCM
Landscape Capital Management
New Jersey
+$583K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.22M
2
VCM
Vivaldi Capital Management
Illinois
-$730K
3
BWM
BT Wealth Management
Georgia
-$517K
4
WS
Wedbush Securities
California
-$251K
5
DIM
Delta Investment Management
California
-$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
BT Wealth Management
Georgia
– -$517K -30,710 Closed
DIM
27
Delta Investment Management
California
– -$216K -12,850 Closed
HB
28
Homrich & Berg
Georgia
– -$176K -10,441 Closed
1
2