Angel Oak Financial Strategies Income Term Trust
FINS
36 hedge funds and large institutions have $145M invested in Angel Oak Financial Strategies Income Term Trust in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
47% more capital invested
Capital invested by funds: $98.5M → $145M (+$46.5M)
24% more funds holding
Funds holding: 29 → 36 (+7)
17.98% more ownership
Funds ownership: 37.97% → 55.95% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.6M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$8.4M |
| 3 |
ST
Sphinx Trading
Chicago,
Illinois
|
+$8.31M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.24M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$5.49M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.72M |
| 3 |
LPL Financial
San Diego,
California
|
-$960K |
| 4 |
Rockefeller Capital Management
New York
|
-$761K |
| 5 |
Barclays
London,
United Kingdom
|
-$693K |
FINS Hedge Fund Activity: Q4 2021 in Review
36 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q4 2021, worth a combined $145M — up 47% from $98.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FINS positions and 3 closed out — a net gain of 7 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was Vivaldi Capital Management, exiting entirely with an estimated $5.49M sold.
- 36 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q4 2021, up from 29 in Q3 2021.
- Funds reported $145M of Angel Oak Financial Strategies Income Term Trust stock for Q4 2021, up 47% quarter-over-quarter.
- 10 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q4 2021 and 3 closed out, a net change of +7 holders.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q4 2021 was Morgan Stanley, an estimated $13.6M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q4 2021 was Vivaldi Capital Management, an estimated $5.49M sold.
Based on aggregated 13F filings for Q4 2021.