Angel Oak Financial Strategies Income Term Trust
FINS
23 hedge funds and large institutions have $90.1M invested in Angel Oak Financial Strategies Income Term Trust in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
10% more capital invested
Capital invested by funds: $82.2M → $90.1M (+$7.89M)
10% more funds holding
Funds holding: 21 → 23 (+2)
2.03% more ownership
Funds ownership: 30.68% → 32.71% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.5M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$404K |
| 4 |
LPL Financial
San Diego,
California
|
+$384K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$3.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.2M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.35M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$419K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$277K |
FINS Hedge Fund Activity: Q2 2021 in Review
23 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q2 2021, worth a combined $90.1M — up 9.6% from $82.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FINS positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.5M. The largest seller was Vivaldi Capital Management, cutting an estimated $3.6M.
- 23 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q2 2021, up from 21 in Q1 2021.
- Funds reported $90.1M of Angel Oak Financial Strategies Income Term Trust stock for Q2 2021, up 9.6% quarter-over-quarter.
- 4 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q2 2021 and 2 closed out, a net change of +2 holders.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q2 2021 was Morgan Stanley, an estimated $11.5M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q2 2021 was Vivaldi Capital Management, an estimated $3.6M sold.
Based on aggregated 13F filings for Q2 2021.