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FINS

Angel Oak Financial Strategies Income Term Trust
FINS

36 hedge funds and large institutions have $145M invested in Angel Oak Financial Strategies Income Term Trust in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

47% more capital invested

Capital invested by funds: $98.5M → $145M (+$46.5M)

24% more funds holding

Funds holding: 29 → 36 (+7)

17.98% more ownership

Funds ownership: 37.97% → 55.95% (+18%)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
15
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.6M
2
SIA
Sit Investment Associates
Minnesota
+$8.4M
3
ST
Sphinx Trading
Illinois
+$8.31M
4
RJA
Raymond James & Associates
Florida
+$5.24M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.85M

Top Sellers

Rank Fund Capital Flow
1
VCM
Vivaldi Capital Management
Illinois
-$5.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.72M
3
LPL Financial
LPL Financial
California
-$960K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$761K
5
Barclays
Barclays
United Kingdom
-$693K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$488K +$481K +28,617 New
PFO
27
Pathstone Family Office
New Jersey
$381K – – –
PHS
28
Pekin Hardy Strauss
Illinois
$372K +$367K +21,790 New
LCM
29
Landscape Capital Management
New Jersey
$301K +$297K +17,642 New
SA
30
SFI Advisors
New Jersey
$248K +$241K +14,321 New
SIAP
31
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$244K +$241K +14,300 New
HWM
32
Howard Wealth Management
Connecticut
$230K -$19.3K -1,150 -8%
EPM
33
Equitec Proprietary Markets
Illinois
$207K +$101K +5,993 +97%
CC
34
Claybrook Capital
Massachusetts
$191K – – –
CCA
35
Column Capital Advisors
Indiana
$26K +$25.2K +1,500 New
SPIA
36
Steward Partners Investment Advisory
New York
$3K – – –
VCM
37
Vivaldi Capital Management
Illinois
– -$5.49M -322,350 Closed
Barclays
38
Barclays
United Kingdom
– -$693K -36,700 Closed
BFM
39
Boothbay Fund Management
New York
– -$213K -12,500 Closed
1
2

FINS Hedge Fund Activity: Q4 2021 in Review

36 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q4 2021, worth a combined $145M — up 47% from $98.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FINS positions and 3 closed out — a net gain of 7 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was Vivaldi Capital Management, exiting entirely with an estimated $5.49M sold.

  • 36 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q4 2021, up from 29 in Q3 2021.
  • Funds reported $145M of Angel Oak Financial Strategies Income Term Trust stock for Q4 2021, up 47% quarter-over-quarter.
  • 10 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q4 2021 and 3 closed out, a net change of +7 holders.
  • The largest Angel Oak Financial Strategies Income Term Trust buyer in Q4 2021 was Morgan Stanley, an estimated $13.6M added.
  • The largest Angel Oak Financial Strategies Income Term Trust seller in Q4 2021 was Vivaldi Capital Management, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2021.