FINS

Angel Oak Financial Strategies Income Term Trust

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.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+2
Holders Change %
+9.52%
% 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
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.6M +$11.4M +634,947 +125%
VCM
2
Vivaldi Capital Management
Illinois
$16.6M -$3.67M -199,037 -18%
UBS Group
3
UBS Group
Switzerland
$14.9M -$103K -5,713 -0.7%
RJA
4
Raymond James & Associates
Florida
$8.09M +$1.5M +83,217 +23%
Wolverine Trading
5
Wolverine Trading
Illinois
$7.9M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.87M -$276K -15,346 -4%
LPL Financial
7
LPL Financial
California
$4.58M +$382K +21,255 +9%
Wells Fargo
8
Wells Fargo
California
$1.82M -$191K -10,603 -9%
SFS
9
Shaker Financial Services
Virginia
$1.77M -$1.34M -74,435 -43%
CPIG
10
Chicago Partners Investment Group
Illinois
$1.56M +$50.4K +2,761 +3%
DADC
11
D.A. Davidson & Co
Montana
$1.43M
Bank of America
12
Bank of America
North Carolina
$1.03M +$227K +12,645 +28%
MC
13
Matisse Capital
Oregon
$594K -$215K -11,943 -27%
WS
14
Wedbush Securities
California
$524K +$60.1K +3,338 +13%
PFO
15
Pathstone Family Office
New Jersey
$402K +$402K +22,358 New
Stifel Financial
16
Stifel Financial
Missouri
$324K +$92.9K +5,159 +40%
HWM
17
Howard Wealth Management
Connecticut
$308K +$19.7K +1,100 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$298K +$260K +14,383 +692%
Jane Street
19
Jane Street
New York
$248K +$248K +13,811 New
HF
20
HRT Financial
New York
$210K +$210K +11,700 New
EPM
21
Equitec Proprietary Markets
Illinois
$111K +$111K +6,161 New
AWA
22
Arkadios Wealth Advisors
Georgia
$16K +$12.9K +741 +412%
SPIA
23
Steward Partners Investment Advisory
New York
$3K
Invesco
24
Invesco
Georgia
-$3.2M -183,480 Closed
Truist Financial
25
Truist Financial
North Carolina
-$419K -24,035 Closed