FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

21 hedge funds and large institutions have $25.6M invested in Angel Oak Financial Strategies Income Term Trust in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.21M
2
UBS Group
UBS Group
Switzerland
+$710K
3
SCM
Saba Capital Management
New York
+$593K
4
LPL Financial
LPL Financial
California
+$535K
5
LCM
Landscape Capital Management
New Jersey
+$525K

Top Sellers

1
VCM
Vivaldi Capital Management
Illinois
-$1.88M
2
RJA
Raymond James & Associates
Florida
-$500K
3
Wells Fargo
Wells Fargo
California
-$376K
4
Truist Financial
Truist Financial
North Carolina
-$50.5K
5
DADC
D.A. Davidson & Co
Montana
-$40.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.93M +$710K +41,541 +10%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.72M +$133K +7,803 +4%
LPL Financial
3
LPL Financial
California
$3.22M +$535K +31,285 +20%
Morgan Stanley
4
Morgan Stanley
New York
$2.07M +$1.21M +70,906 +141%
Wells Fargo
5
Wells Fargo
California
$1.8M -$376K -22,020 -17%
RJA
6
Raymond James & Associates
Florida
$1.14M -$500K -29,270 -30%
VCM
7
Vivaldi Capital Management
Illinois
$867K -$1.88M -110,000 -68%
DADC
8
D.A. Davidson & Co
Montana
$860K -$40.2K -2,350 -4%
SCM
9
Saba Capital Management
New York
$593K +$593K +34,689 New
LCM
10
Landscape Capital Management
New Jersey
$525K +$525K +30,708 New
WS
11
Wedbush Securities
California
$492K -$21.4K -1,250 -4%
Truist Financial
12
Truist Financial
North Carolina
$426K -$50.5K -2,952 -11%
DIM
13
Delta Investment Management
California
$356K – – –
Stifel Financial
14
Stifel Financial
Missouri
$344K +$344K +20,040 New
MC
15
Matisse Capital
Oregon
$341K +$341K +19,952 New
HWM
16
Howard Wealth Management
Connecticut
$269K +$132K +7,735 +97%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$222K +$222K +13,005 New
HB
18
Homrich & Berg
Georgia
$172K +$172K +10,066 New
FA
19
Fortis Advisors
Pennsylvania
$128K – – –
Bank of America
20
Bank of America
North Carolina
$86K +$86K +5,000 New
SPIA
21
Steward Partners Investment Advisory
New York
$4K – – –
ASN
22
Advisory Services Network
Georgia
– -$12K -600 Closed