FINS

Angel Oak Financial Strategies Income Term Trust

9 hedge funds and large institutions have $23.8M invested in Angel Oak Financial Strategies Income Term Trust in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
5
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.74M +$3.35M +165,972 +76%
VCM
2
Vivaldi Capital Management
Illinois
$6.56M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.17M +$1.35M +66,895 +74%
Wells Fargo
4
Wells Fargo
California
$1.62M +$713K +35,328 +78%
LPL Financial
5
LPL Financial
California
$1.44M +$1.44M +71,391 New
RJA
6
Raymond James & Associates
Florida
$1.35M +$1.35M +66,902 New
DADC
7
D.A. Davidson & Co
Montana
$817K +$817K +40,519 New
Morgan Stanley
8
Morgan Stanley
New York
$571K +$535K +26,504 +1,474%
WS
9
Wedbush Securities
California
$494K +$121K +6,000 +32%