Angel Oak Financial Strategies Income Term Trust
FINS
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.
69% more capital invested
Capital invested by funds: $14M → $23.8M (+$9.72M)
50% more funds holding
Funds holding: 6 → 9 (+3)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.36M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.44M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.35M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.35M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$819K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $7.74M | +$3.36M | +165,972 | +76% |
|
|
VCM
2
Vivaldi Capital Management
Chicago,
Illinois
| $6.55M | – | – | – |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.17M | +$1.35M | +66,895 | +74% |
|
4
Wells Fargo
San Francisco,
California
| $1.62M | +$714K | +35,328 | +78% |
|
|
5
LPL Financial
San Diego,
California
| $1.44M | +$1.44M | +71,391 | New |
|
|
RJA
6
Raymond James & Associates
St Petersburg,
Florida
| $1.35M | +$1.35M | +66,902 | New |
|
|
DADC
7
D.A. Davidson & Co
Great Falls,
Montana
| $817K | +$819K | +40,519 | New |
|
8
Morgan Stanley
New York
| $571K | +$536K | +26,504 | +1,474% |
|
|
WS
9
Wedbush Securities
Los Angeles,
California
| $494K | +$121K | +6,000 | +32% |
|
FINS Hedge Fund Activity: Q3 2019 in Review
9 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q3 2019, worth a combined $23.8M — up 69% from $14M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FINS positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was UBS Group, adding an estimated $3.36M.
- 9 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q3 2019, up from 6 in Q2 2019.
- Funds reported $23.8M of Angel Oak Financial Strategies Income Term Trust stock for Q3 2019, up 69% quarter-over-quarter.
- 3 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q3 2019 and 0 closed out, a net change of +3 holders.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q3 2019 was UBS Group, an estimated $3.36M added.
Based on aggregated 13F filings for Q3 2019.