FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

34 hedge funds and large institutions have $149M invested in Angel Oak Financial Strategies Income Term Trust in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
15
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$18.9M
2
KIM
Karpus Investment Management
New York
+$3.57M
3
NFG
Nations Financial Group
Iowa
+$641K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$403K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$164K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.3M
2
Wolverine Trading
Wolverine Trading
Illinois
-$4.95M
3
UBS Group
UBS Group
Switzerland
-$1.32M
4
EPM
Equitec Proprietary Markets
Illinois
-$432K
5
SFS
Shaker Financial Services
Virginia
-$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$155K +$155K +12,384 New
CAN
27
Cetera Advisor Networks
California
$154K +$154K +12,333 New
IP
28
Ignite Planners
California
$146K -$118K -9,448 -45%
LOPW
29
Live Oak Private Wealth
North Carolina
$133K – – –
Comerica Bank
30
Comerica Bank
Texas
$92.2K +$50 +4 +0.1%
OPTFSNA
31
Old Point Trust & Financial Services N A
Virginia
$25K – – –
Bank of America
32
Bank of America
North Carolina
$24.1K +$4.15K +332 +21%
SPIA
33
Steward Partners Investment Advisory
New York
$17.7K – – –
HCM
34
Highlander Capital Management
New Jersey
$6.25K – – –
Wolverine Trading
35
Wolverine Trading
Illinois
– -$4.95M -415,601 Closed
SFS
36
Shaker Financial Services
Virginia
– -$396K -33,246 Closed
WAM
37
Weiss Asset Management
Massachusetts
– -$332K -27,858 Closed
HighTower Advisors
38
HighTower Advisors
Illinois
– -$291K -24,109 Closed
Fisher Asset Management
39
Fisher Asset Management
Washington
– -$220K -18,481 Closed
EC
40
Elequin Capital
New York
– -$88.6K -7,443 Closed
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
– -$31.1K -2,610 Closed
Bessemer Group
42
Bessemer Group
New Jersey
– -$7K -567 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
– -$12 -1 Closed
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