FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

42 hedge funds and large institutions have $125M invested in Angel Oak Financial Strategies Income Term Trust in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
18
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$7.47M
2
SCM
Saba Capital Management
New York
+$2.14M
3
Morgan Stanley
Morgan Stanley
New York
+$852K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$786K
5
UBS Group
UBS Group
Switzerland
+$684K

Top Sellers

1
GA
GraniteShares Advisors
New York
-$2.23M
2
COLIM
City of London Investment Management
United Kingdom
-$2.03M
3
MGWM
Marks Group Wealth Management
Minnesota
-$993K
4
SIA
Sit Investment Associates
Minnesota
-$881K
5
HighTower Advisors
HighTower Advisors
Illinois
-$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
SFI Advisors
New Jersey
$272K +$95.2K +7,722 +54%
LCM
27
Landscape Capital Management
New Jersey
$270K +$17.4K +1,412 +7%
First Trust Advisors
28
First Trust Advisors
Illinois
$257K +$9.03K +732 +4%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$216K -$59.7K -4,842 -22%
DADC
30
D.A. Davidson & Co
Montana
$186K -$93.6K -7,593 -33%
CC
31
Claybrook Capital
Massachusetts
$166K +$27.8K +2,255 +20%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$164K – – –
PHS
33
Pekin Hardy Strauss
Illinois
$160K – – –
LOPW
34
Live Oak Private Wealth
North Carolina
$131K – – –
WAM
35
Weiss Asset Management
Massachusetts
$128K +$128K +10,351 New
EC
36
Elequin Capital
New York
$61K +$9.09K +737 +18%
Bank of America
37
Bank of America
North Carolina
$23.4K -$7.4K -600 -24%
ASN
38
Advisory Services Network
Georgia
$22.4K – – –
SWM
39
Spire Wealth Management
Virginia
$3.47K +$3.47K +281 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +225 New
SPIA
41
Steward Partners Investment Advisory
New York
$2.29K – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$1K -$2.13K -113 -68%
GA
43
GraniteShares Advisors
New York
– -$2.23M -174,413 Closed
COLIM
44
City of London Investment Management
United Kingdom
– -$2.03M -158,756 Closed
MGWM
45
Marks Group Wealth Management
Minnesota
– -$993K -77,501 Closed
HighTower Advisors
46
HighTower Advisors
Illinois
– -$431K -33,961 Closed
Jane Street
47
Jane Street
New York
– -$366K -28,605 Closed
RJT
48
Raymond James Trust
Florida
– -$138K -10,754 Closed
CMP
49
Coston McIsaac & Partners
Maine
– -$9 -704 Closed
Bessemer Group
50
Bessemer Group
New Jersey
– -$8K -601 Closed
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