FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

35 hedge funds and large institutions have $126M invested in Angel Oak Financial Strategies Income Term Trust in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
9
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$12.9M
2
Wells Fargo
Wells Fargo
California
+$679K
3
AW
Atlas Wealth
Ohio
+$538K
4
Citadel Advisors
Citadel Advisors
Florida
+$297K
5
SFS
Shaker Financial Services
Virginia
+$229K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.69M
2
SCM
Saba Capital Management
New York
-$2.27M
3
UBS Group
UBS Group
Switzerland
-$1.25M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.15M
5
CA
Corrado Advisors
New Jersey
-$749K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$181K -$77.6K -6,570 -30%
CC
27
Claybrook Capital
Massachusetts
$159K – – –
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$157K – – –
DADC
29
D.A. Davidson & Co
Montana
$155K -$22.9K -1,942 -13%
HighTower Advisors
30
HighTower Advisors
Illinois
$131K +$131K +11,000 New
LOPW
31
Live Oak Private Wealth
North Carolina
$126K – – –
OPTFSNA
32
Old Point Trust & Financial Services N A
Virginia
$23.6K +$23.6K +2,000 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$13K +$10.3K +875 +389%
Bank of America
34
Bank of America
North Carolina
$2.93K -$19.5K -1,652 -87%
SPIA
35
Steward Partners Investment Advisory
New York
$2.2K – – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
– -$2.69M -218,277 Closed
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
– -$1.15M -93,116 Closed
CA
38
Corrado Advisors
New Jersey
– -$749K -60,744 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$216K -17,522 Closed
PHS
40
Pekin Hardy Strauss
Illinois
– -$160K -12,952 Closed
WAM
41
Weiss Asset Management
Massachusetts
– -$128K -10,351 Closed
EC
42
Elequin Capital
New York
– -$61K -4,946 Closed
ASN
43
Advisory Services Network
Georgia
– -$22.4K -1,817 Closed
SWM
44
Spire Wealth Management
Virginia
– -$3.47K -281 Closed
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
– -$1K -53 Closed
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