Angel Oak Financial Strategies Income Term Trust
FINS
29 hedge funds and large institutions have $98.5M invested in Angel Oak Financial Strategies Income Term Trust in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
26% more funds holding
Funds holding: 23 → 29 (+6)
9% more capital invested
Capital invested by funds: $90.1M → $98.5M (+$8.39M)
5.26% more ownership
Funds ownership: 32.71% → 37.97% (+5.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$4.25M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.42M |
| 3 |
Rockefeller Capital Management
New York
|
+$1.39M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.14M |
| 5 |
Morgan Stanley
New York
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$10.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$625K |
| 3 |
Jane Street
New York
|
-$248K |
| 4 |
HF
HRT Financial
New York
|
-$210K |
| 5 |
HWM
Howard Wealth Management
Madison,
Connecticut
|
-$45.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
26
Claybrook Capital
Wellesley,
Massachusetts
| $191K | +$203K | +11,200 | New |
|
|
EPM
27
Equitec Proprietary Markets
Chicago,
Illinois
| $105K | – | – | – |
|
|
TJHA
28
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $26K | +$28.1K | +1,556 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $3K | – | – | – |
|
|
30
Jane Street
New York
| – | -$248K | -13,811 | Closed |
|
|
HF
31
HRT Financial
New York
| – | -$210K | -11,700 | Closed |
|
|
AWA
32
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$16K | -921 | Closed |
|
FINS Hedge Fund Activity: Q3 2021 in Review
29 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q3 2021, worth a combined $98.5M — up 9.3% from $90.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FINS positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was City of London Investment Management, opening a new position worth an estimated $4.25M. The largest seller was Vivaldi Capital Management, cutting an estimated $10.4M.
- 29 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q3 2021, up from 23 in Q2 2021.
- Funds reported $98.5M of Angel Oak Financial Strategies Income Term Trust stock for Q3 2021, up 9.3% quarter-over-quarter.
- 9 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q3 2021 and 3 closed out, a net change of +6 holders.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q3 2021 was City of London Investment Management, an estimated $4.25M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q3 2021 was Vivaldi Capital Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2021.