FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

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
Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.56%
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

1
Morgan Stanley
Morgan Stanley
New York
+$13.8M
2
SIA
Sit Investment Associates
Minnesota
+$8.52M
3
ST
Sphinx Trading
Illinois
+$8.43M
4
RJA
Raymond James & Associates
Florida
+$5.32M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.9M

Top Sellers

1
VCM
Vivaldi Capital Management
Illinois
-$5.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.75M
3
LPL Financial
LPL Financial
California
-$974K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$771K
5
Barclays
Barclays
United Kingdom
-$693K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$488K +$488K +28,617 New
PFO
27
Pathstone Family Office
New Jersey
$381K – – –
PHS
28
Pekin Hardy Strauss
Illinois
$372K +$372K +21,790 New
LCM
29
Landscape Capital Management
New Jersey
$301K +$301K +17,642 New
SA
30
SFI Advisors
New Jersey
$248K +$248K +14,321 New
SIAP
31
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$244K +$244K +14,300 New
HWM
32
Howard Wealth Management
Connecticut
$230K -$19.5K -1,150 -8%
EPM
33
Equitec Proprietary Markets
Illinois
$207K +$102K +5,993 +97%
CC
34
Claybrook Capital
Massachusetts
$191K – – –
CCA
35
Column Capital Advisors
Indiana
$26K +$26K +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
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