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FINS

Angel Oak Financial Strategies Income Term Trust
FINS

6 hedge funds and large institutions have $14M invested in Angel Oak Financial Strategies Income Term Trust in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+6
Holders Change %
–
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VCM
Vivaldi Capital Management
Illinois
+$6.55M
2
UBS Group
UBS Group
Switzerland
+$4.39M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.82M
4
Wells Fargo
Wells Fargo
California
+$908K
5
WS
Wedbush Securities
California
+$373K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1
Vivaldi Capital Management
Illinois
$6.53M +$6.55M +325,000 New
UBS Group
2
UBS Group
Switzerland
$4.38M +$4.39M +217,800 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.81M +$1.82M +90,175 New
Wells Fargo
4
Wells Fargo
California
$905K +$908K +45,018 New
WS
5
Wedbush Securities
California
$372K +$373K +18,500 New
Morgan Stanley
6
Morgan Stanley
New York
$36K +$36.3K +1,798 New

FINS Hedge Fund Activity: Q2 2019 in Review

6 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q2 2019, worth a combined $14M.

Buyers outnumbered sellers: 6 funds opened new FINS positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vivaldi Capital Management, opening a new position worth an estimated $6.55M.

  • 6 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q2 2019, up from 0 in Q1 2019.
  • Funds reported $14M of Angel Oak Financial Strategies Income Term Trust stock for Q2 2019.
  • 6 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q2 2019 and 0 closed out, a net change of +6 holders.
  • The largest Angel Oak Financial Strategies Income Term Trust buyer in Q2 2019 was Vivaldi Capital Management, an estimated $6.55M added.

Based on aggregated 13F filings for Q2 2019.