FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

26 hedge funds and large institutions have $71.1M invested in Angel Oak Financial Strategies Income Term Trust in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
6
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$3.06M
2
Bank of America
Bank of America
North Carolina
+$2.85M
3
RJA
Raymond James & Associates
Florida
+$2.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$758K
5
LCM
Landscape Capital Management
New Jersey
+$583K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.22M
2
VCM
Vivaldi Capital Management
Illinois
-$730K
3
BWM
BT Wealth Management
Georgia
-$517K
4
WS
Wedbush Securities
California
-$251K
5
DIM
Delta Investment Management
California
-$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1
Vivaldi Capital Management
Illinois
$19.2M -$730K -43,373 -4%
UBS Group
2
UBS Group
Switzerland
$12.5M -$2.22M -131,859 -15%
Wolverine Trading
3
Wolverine Trading
Illinois
$7.2M – – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.49M +$758K +45,033 +13%
RJA
5
Raymond James & Associates
Florida
$5.12M +$2.2M +130,417 +75%
LPL Financial
6
LPL Financial
California
$3.83M +$70.7K +4,196 +2%
Invesco
7
Invesco
Georgia
$3.15M -$191K -11,343 -6%
SFS
8
Shaker Financial Services
Virginia
$3.06M +$3.06M +181,551 New
Bank of America
9
Bank of America
North Carolina
$2.95M +$2.85M +169,053 +2,887%
Morgan Stanley
10
Morgan Stanley
New York
$2.62M +$494K +29,352 +23%
Wells Fargo
11
Wells Fargo
California
$1.73M -$96.2K -5,713 -5%
MC
12
Matisse Capital
Oregon
$757K +$449K +26,700 +146%
LCM
13
Landscape Capital Management
New Jersey
$583K +$583K +34,610 New
WS
14
Wedbush Securities
California
$442K -$251K -14,902 -36%
Truist Financial
15
Truist Financial
North Carolina
$435K -$18.5K -1,100 -4%
CCP
16
Clough Capital Partners
Massachusetts
$342K +$342K +20,300 New
FM
17
Family Management
New York
$256K -$4.14K -246 -2%
HWM
18
Howard Wealth Management
Connecticut
$251K -$18.4K -1,095 -7%
Millennium Management
19
Millennium Management
New York
$180K +$180K +10,703 New
US Bancorp
20
US Bancorp
Minnesota
$42K +$42K +2,500 New
TWP
21
TFO Wealth Partners
Ohio
$42K +$42K +2,500 New
FIA
22
FNY Investment Advisers
New York
$16K +$16K +1,000 New
AWA
23
Arkadios Wealth Advisors
Georgia
$4K +$4K +255 New
SPIA
24
Steward Partners Investment Advisory
New York
$3K -$790 -49 -21%
Osaic Holdings
25
Osaic Holdings
Arizona
$2K -$71.9K -4,962 -97%
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