FINS

Angel Oak Financial Strategies Income Term Trust

38 hedge funds and large institutions have $180M invested in Angel Oak Financial Strategies Income Term Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
13
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$249K +$154K +12,096 +161%
WS
27
Wedbush Securities
California
$226K +$24.2K +1,900 +12%
CCG
28
Catalina Capital Group
California
$204K +$204K +16,052 New
SA
29
SFI Advisors
New Jersey
$172K
Lido Advisors
30
Lido Advisors
California
$171K
DADC
31
D.A. Davidson & Co
Montana
$163K
IP
32
Ignite Planners
California
$142K -$3.1K -240 -2%
WAM
33
Worth Asset Management
Texas
$139K +$139K +10,964 New
RAM
34
Readystate Asset Management
Illinois
$138K +$138K +10,848 New
LOPW
35
Live Oak Private Wealth
North Carolina
$135K
MHIP
36
Mountain Hill Investment Partners
New Jersey
$31.8K +$31.8K +2,500 New
SPIA
37
Steward Partners Investment Advisory
New York
$18K -$20.1K -1,583 -53%
LFG
38
Larson Financial Group
Missouri
$4.52K +$114 +9 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
-$405K -30,919 Closed
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
-$154K -11,667 Closed
OPTFSNA
41
Old Point Trust & Financial Services N A
Virginia
-$26.4K -2,000 Closed
Bessemer Group
42
Bessemer Group
New Jersey
-$11K -852 Closed
PMFA
43
Plante Moran Financial Advisors
Michigan
-$7.75K -586 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
-$13 -1 Closed