FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

40 hedge funds and large institutions have $154M invested in Angel Oak Financial Strategies Income Term Trust in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
15
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.9M
2
KIM
Karpus Investment Management
New York
+$7.73M
3
SIA
Sit Investment Associates
Minnesota
+$1.7M
4
NFG
Nations Financial Group
Iowa
+$1.62M
5
Stifel Financial
Stifel Financial
Missouri
+$1.21M

Top Sellers

1
AW
Atlas Wealth
Ohio
-$9.82M
2
SCM
Saba Capital Management
New York
-$5.65M
3
MC
Matisse Capital
Oregon
-$963K
4
EPM
Equitec Proprietary Markets
Illinois
-$768K
5
Wells Fargo
Wells Fargo
California
-$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
26
Fisher Asset Management
Washington
$220K +$220K +18,481 New
Lido Advisors
27
Lido Advisors
California
$160K +$160K +13,467 New
CCG
28
Catalina Capital Group
California
$152K +$152K +12,781 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$133K +$133K +11,200 New
LOPW
30
Live Oak Private Wealth
North Carolina
$127K – – –
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$126K +$126K +10,615 New
EC
32
Elequin Capital
New York
$88.6K +$88.6K +7,443 New
Comerica Bank
33
Comerica Bank
Texas
$87.8K -$116K -9,736 -57%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$31.1K +$31.1K +2,610 New
OPTFSNA
35
Old Point Trust & Financial Services N A
Virginia
$23.8K +$23.8K +2,000 New
Bank of America
36
Bank of America
North Carolina
$19.1K +$19.1K +1,600 New
SPIA
37
Steward Partners Investment Advisory
New York
$16.9K +$14.7K +1,231 +662%
Bessemer Group
38
Bessemer Group
New Jersey
$7K +$321 +26 +5%
HCM
39
Highlander Capital Management
New Jersey
$5.96K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$12 +$12 +1 New
AW
41
Atlas Wealth
Ohio
– -$9.82M -815,921 Closed
SCM
42
Saba Capital Management
New York
– -$5.65M -469,649 Closed
MC
43
Matisse Capital
Oregon
– -$963K -80,000 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$127K -10,559 Closed
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