FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

20 hedge funds and large institutions have $64.6M invested in Angel Oak Financial Strategies Income Term Trust in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
10
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$3.34M
2
RJA
Raymond James & Associates
Florida
+$1.61M
3
UBS Group
UBS Group
Switzerland
+$1.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$937K
5
BWM
BT Wealth Management
Georgia
+$517K

Top Sellers

1
VCM
Vivaldi Capital Management
Illinois
-$23.5M
2
LCM
Landscape Capital Management
New Jersey
-$560K
3
SFS
Shaker Financial Services
Virginia
-$444K
4
Stifel Financial
Stifel Financial
Missouri
-$443K
5
Wells Fargo
Wells Fargo
California
-$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1
Vivaldi Capital Management
Illinois
$20M -$23.5M -1,383,817 -54%
UBS Group
2
UBS Group
Switzerland
$14.7M +$1.5M +89,156 +11%
Wolverine Trading
3
Wolverine Trading
Illinois
$7.12M – – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.74M +$937K +55,604 +20%
LPL Financial
5
LPL Financial
California
$3.76M +$389K +23,074 +12%
Invesco
6
Invesco
Georgia
$3.34M +$3.34M +198,087 New
RJA
7
Raymond James & Associates
Florida
$2.92M +$1.61M +95,611 +123%
Morgan Stanley
8
Morgan Stanley
New York
$2.13M +$211K +12,518 +11%
Wells Fargo
9
Wells Fargo
California
$1.83M -$207K -12,267 -10%
WS
10
Wedbush Securities
California
$694K +$147K +8,750 +27%
BWM
11
BT Wealth Management
Georgia
$517K +$517K +30,710 New
Truist Financial
12
Truist Financial
North Carolina
$454K -$1.69K -100 -0.4%
MC
13
Matisse Capital
Oregon
$308K +$308K +18,300 New
HWM
14
Howard Wealth Management
Connecticut
$270K +$6.9K +410 +3%
FM
15
Family Management
New York
$260K +$74.8K +4,445 +40%
DIM
16
Delta Investment Management
California
$216K -$50.4K -3,000 -19%
HB
17
Homrich & Berg
Georgia
$176K +$3.22K +191 +2%
Bank of America
18
Bank of America
North Carolina
$99K +$51.1K +3,021 +107%
Osaic Holdings
19
Osaic Holdings
Arizona
$86K +$86K +5,100 New
SPIA
20
Steward Partners Investment Advisory
New York
$4K – – –
LCM
21
Landscape Capital Management
New Jersey
– -$560K -33,112 Closed
SFS
22
Shaker Financial Services
Virginia
– -$444K -26,291 Closed
Stifel Financial
23
Stifel Financial
Missouri
– -$443K -26,211 Closed
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
– -$195K -11,596 Closed
PAG
25
Private Advisor Group
New Jersey
– -$63K -3,750 Closed