FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

22 hedge funds and large institutions have $80.2M invested in Angel Oak Financial Strategies Income Term Trust in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
11
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
Vivaldi Capital Management
Illinois
+$41.7M
2
Wolverine Trading
Wolverine Trading
Illinois
+$7.29M
3
UBS Group
UBS Group
Switzerland
+$5.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.13M
5
SFS
Shaker Financial Services
Virginia
+$444K

Top Sellers

1
DADC
D.A. Davidson & Co
Montana
-$860K
2
SCM
Saba Capital Management
New York
-$593K
3
MC
Matisse Capital
Oregon
-$341K
4
FA
Fortis Advisors
Pennsylvania
-$128K
5
Morgan Stanley
Morgan Stanley
New York
-$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1
Vivaldi Capital Management
Illinois
$42.5M +$41.7M +2,514,778 +4,961%
UBS Group
2
UBS Group
Switzerland
$13.2M +$5.38M +318,605 +69%
Wolverine Trading
3
Wolverine Trading
Illinois
$7.29M +$7.29M +432,453 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.81M +$1.13M +67,136 +31%
LPL Financial
5
LPL Financial
California
$3.39M +$206K +12,173 +6%
Wells Fargo
6
Wells Fargo
California
$2.04M +$259K +15,319 +15%
Morgan Stanley
7
Morgan Stanley
New York
$1.92M -$128K -7,566 -6%
RJA
8
Raymond James & Associates
Florida
$1.32M +$186K +11,020 +16%
LCM
9
Landscape Capital Management
New Jersey
$560K +$40.7K +2,404 +8%
WS
10
Wedbush Securities
California
$548K +$62.2K +3,679 +13%
Truist Financial
11
Truist Financial
North Carolina
$457K +$36.3K +2,150 +9%
SFS
12
Shaker Financial Services
Virginia
$444K +$444K +26,291 New
Stifel Financial
13
Stifel Financial
Missouri
$443K +$104K +6,171 +31%
DIM
14
Delta Investment Management
California
$267K -$84.2K -5,000 -24%
HWM
15
Howard Wealth Management
Connecticut
$264K -$1.69K -100 -0.6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$195K -$23.7K -1,409 -11%
FM
17
Family Management
New York
$186K +$186K +11,014 New
HB
18
Homrich & Berg
Georgia
$173K +$3.11K +184 +2%
PAG
19
Private Advisor Group
New Jersey
$63K +$63K +3,750 New
Bank of America
20
Bank of America
North Carolina
$48K -$36.7K -2,165 -43%
SPIA
21
Steward Partners Investment Advisory
New York
$4K – – –
DADC
22
D.A. Davidson & Co
Montana
– -$860K -50,269 Closed
SCM
23
Saba Capital Management
New York
– -$593K -34,689 Closed
MC
24
Matisse Capital
Oregon
– -$341K -19,952 Closed
FA
25
Fortis Advisors
Pennsylvania
– -$128K -7,500 Closed