FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

43 hedge funds and large institutions have $109M invested in Angel Oak Financial Strategies Income Term Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
17
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.5M
2
UBS Group
UBS Group
Switzerland
+$2.67M
3
Wells Fargo
Wells Fargo
California
+$2.35M
4
NFG
Nations Financial Group
Iowa
+$1.36M
5
CA
Corrado Advisors
New Jersey
+$852K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$2.61M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$592K
3
RJA
Raymond James & Associates
Florida
-$498K
4
Bank of America
Bank of America
North Carolina
-$470K
5
H6H
Hightower 6M Holding
Kansas
-$280K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
26
Pathstone Family Office
New Jersey
$538K +$269K +20,070 +100%
WS
27
Wedbush Securities
California
$459K +$259K +19,319 +129%
DADC
28
D.A. Davidson & Co
Montana
$363K -$243K -18,112 -40%
FWM
29
Foresight Wealth Management
Utah
$323K +$176K +13,133 +120%
LCM
30
Landscape Capital Management
New Jersey
$314K +$44.2K +3,303 +16%
Bank of America
31
Bank of America
North Carolina
$279K -$470K -35,071 -63%
First Trust Advisors
32
First Trust Advisors
Illinois
$269K +$269K +20,049 New
PHS
33
Pekin Hardy Strauss
Illinois
$262K +$9.39K +700 +4%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$252K +$158K +11,783 +167%
QC
35
Quantedge Capital
Singapore
$213K -$84.2K -6,292 -28%
SA
36
SFI Advisors
New Jersey
$191K – – –
HWM
37
Howard Wealth Management
Connecticut
$176K +$12K +900 +7%
RJT
38
Raymond James Trust
Florida
$157K +$157K +11,708 New
CC
39
Claybrook Capital
Massachusetts
$150K – – –
LOPW
40
Live Oak Private Wealth
North Carolina
$142K – – –
CMP
41
Coston McIsaac & Partners
Maine
$9K +$9K +689 New
SPIA
42
Steward Partners Investment Advisory
New York
$2K – – –
H6H
43
Hightower 6M Holding
Kansas
– -$280K -19,197 Closed
BCM
44
Bluefin Capital Management
New York
– -$235K -16,274 Closed
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
– -$225K -15,441 Closed
Bessemer Group
46
Bessemer Group
New Jersey
– -$5K -338 Closed
TRCT
47
Tower Research Capital (TRC)
New York
– -$2K -103 Closed
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