FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

21 hedge funds and large institutions have $82.2M invested in Angel Oak Financial Strategies Income Term Trust in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
8
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.16M
2
UBS Group
UBS Group
Switzerland
+$1.65M
3
CPIG
Chicago Partners Investment Group
Illinois
+$1.49M
4
DADC
D.A. Davidson & Co
Montana
+$1.39M
5
RJA
Raymond James & Associates
Florida
+$1.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.27M
2
VCM
Vivaldi Capital Management
Illinois
-$746K
3
LCM
Landscape Capital Management
New Jersey
-$583K
4
CCP
Clough Capital Partners
Massachusetts
-$342K
5
FM
Family Management
New York
-$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1
Vivaldi Capital Management
Illinois
$19.9M -$746K -41,159 -4%
UBS Group
2
UBS Group
Switzerland
$14.5M +$1.65M +94,800 +13%
Morgan Stanley
3
Morgan Stanley
New York
$8.87M +$6.16M +353,363 +227%
Wolverine Trading
4
Wolverine Trading
Illinois
$7.57M – – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.93M +$210K +12,079 +3%
RJA
6
Raymond James & Associates
Florida
$6.38M +$1.09M +62,636 +21%
LPL Financial
7
LPL Financial
California
$4.06M +$99K +5,683 +2%
Invesco
8
Invesco
Georgia
$3.2M -$56.9K -3,264 -2%
SFS
9
Shaker Financial Services
Virginia
$3.01M -$153K -8,802 -5%
Wells Fargo
10
Wells Fargo
California
$1.95M +$158K +9,070 +9%
CPIG
11
Chicago Partners Investment Group
Illinois
$1.49M +$1.49M +82,910 New
DADC
12
D.A. Davidson & Co
Montana
$1.39M +$1.39M +79,769 New
MC
13
Matisse Capital
Oregon
$783K – – –
Bank of America
14
Bank of America
North Carolina
$780K -$2.27M -130,156 -74%
WS
15
Wedbush Securities
California
$449K -$8.55K -491 -2%
Truist Financial
16
Truist Financial
North Carolina
$419K -$31.4K -1,800 -7%
HWM
17
Howard Wealth Management
Connecticut
$280K +$19.7K +1,130 +8%
Stifel Financial
18
Stifel Financial
Missouri
$224K +$224K +12,834 New
Osaic Holdings
19
Osaic Holdings
Arizona
$36K +$33.6K +1,941 +1,407%
SPIA
20
Steward Partners Investment Advisory
New York
$3.24K – – –
AWA
21
Arkadios Wealth Advisors
Georgia
$3K -$1.25K -75 -29%
LCM
22
Landscape Capital Management
New Jersey
– -$583K -34,610 Closed
CCP
23
Clough Capital Partners
Massachusetts
– -$342K -20,300 Closed
FM
24
Family Management
New York
– -$256K -15,213 Closed
Millennium Management
25
Millennium Management
New York
– -$180K -10,703 Closed
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