FINS

Angel Oak Financial Strategies Income Term Trust

33 hedge funds and large institutions have $113M invested in Angel Oak Financial Strategies Income Term Trust in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
12
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.1M +$1.33M +84,266 +4%
UBS Group
2
UBS Group
Switzerland
$14.8M -$174K -11,032 -1%
RJA
3
Raymond James & Associates
Florida
$11.3M -$212K -13,419 -2%
SIA
4
Sit Investment Associates
Minnesota
$9.18M +$297K +18,836 +3%
Wolverine Trading
5
Wolverine Trading
Illinois
$6.53M
COLIM
6
City of London Investment Management
United Kingdom
$5.44M -$1.31M -82,957 -19%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3.95M +$311K +19,701 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.59M -$1.29M -81,537 -26%
LPL Financial
9
LPL Financial
California
$3.41M -$1.85K -117 -0.1%
EPM
10
Equitec Proprietary Markets
Illinois
$3.35M +$3.16M +200,000 +1,646%
GA
11
GraniteShares Advisors
New York
$2.69M +$239K +15,119 +10%
Wells Fargo
12
Wells Fargo
California
$2.03M +$290K +18,378 +17%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.82M +$2.33K +163 +0.1%
TPWM
14
Twelve Points Wealth Management
Massachusetts
$1.8M -$232K -14,678 -11%
Bank of America
15
Bank of America
North Carolina
$1.55M +$190K +12,047 +14%
Stifel Financial
16
Stifel Financial
Missouri
$1.32M -$279K -17,658 -17%
DADC
17
D.A. Davidson & Co
Montana
$1.2M +$15.8K +1,000 +1%
MGWM
18
Marks Group Wealth Management
Minnesota
$1.14M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$942K +$149K +9,419 +19%
NFG
20
Nations Financial Group
Iowa
$853K +$853K +54,009 New
PHS
21
Pekin Hardy Strauss
Illinois
$391K +$47.3K +3,000 +14%
WS
22
Wedbush Securities
California
$389K -$66.8K -4,224 -15%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$372K -$129K -8,178 -26%
PFO
24
Pathstone Family Office
New Jersey
$353K
MC
25
Matisse Capital
Oregon
$321K -$539K -34,120 -63%