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FINS

Angel Oak Financial Strategies Income Term Trust

41 hedge funds and large institutions have $102M invested in Angel Oak Financial Strategies Income Term Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

24% more funds holding

Funds holding: 3341 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $113M → $102M (-$10.4M)

12.68% less ownership

Funds ownership: 47.23%34.56% (-13%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
12
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.8M +$213K +14,403 +0.7%
UBS Group
2
UBS Group
Switzerland
$12.7M -$961K -65,013 -7%
SIA
3
Sit Investment Associates
Minnesota
$8.68M +$206K +13,941 +2%
RJA
4
Raymond James & Associates
Florida
$6.12M -$4.34M -294,040 -41%
Wolverine Trading
5
Wolverine Trading
Illinois
$6M
COLIM
6
City of London Investment Management
United Kingdom
$5.34M +$318K +21,541 +6%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3.84M +$198K +13,406 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.26M -$60.6K -4,103 -2%
LPL Financial
9
LPL Financial
California
$3.08M -$60.8K -4,114 -2%
EPM
10
Equitec Proprietary Markets
Illinois
$3.07M -$20.7K -1,400 -0.7%
GA
11
GraniteShares Advisors
New York
$2.56M +$74.8K +5,064 +3%
Wells Fargo
12
Wells Fargo
California
$1.92M +$43.5K +2,943 +2%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.89M +$6.29K +426 +0.3%
TPWM
14
Twelve Points Wealth Management
Massachusetts
$1.66M -$9K -609 -0.5%
SCM
15
Saba Capital Management
New York
$1.37M +$1.39M +94,038 New
Stifel Financial
16
Stifel Financial
Missouri
$1.17M -$52.5K -3,555 -4%
NFG
17
Nations Financial Group
Iowa
$1.08M +$296K +20,000 +37%
MGWM
18
Marks Group Wealth Management
Minnesota
$1.07M +$16.3K +1,102 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$896K +$26.9K +1,821 +3%
Bank of America
20
Bank of America
North Carolina
$815K -$625K -42,274 -43%
DADC
21
D.A. Davidson & Co
Montana
$659K -$456K -30,871 -41%
Ameriprise
22
Ameriprise
Minnesota
$441K +$447K +30,225 New
Osaic Holdings
23
Osaic Holdings
Arizona
$435K +$6.58K +445 +2%
MC
24
Matisse Capital
Oregon
$338K +$42.8K +2,900 +14%
QC
25
Quantedge Capital
Singapore
$324K +$328K +22,200 New

FINS Hedge Fund Activity: Q2 2022 in Review

41 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q2 2022, worth a combined $102M — down 9.2% from $113M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FINS positions and 1 closed out — a net gain of 8 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $1.39M. The largest seller was Raymond James & Associates, cutting an estimated $4.34M.

  • 41 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q2 2022, up from 33 in Q1 2022.
  • Funds reported $102M of Angel Oak Financial Strategies Income Term Trust stock for Q2 2022, down 9.2% quarter-over-quarter.
  • 9 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q2 2022 and 1 closed out, a net change of +8 holders.
  • The largest Angel Oak Financial Strategies Income Term Trust buyer in Q2 2022 was Saba Capital Management, an estimated $1.39M added.
  • The largest Angel Oak Financial Strategies Income Term Trust seller in Q2 2022 was Raymond James & Associates, an estimated $4.34M sold.

Based on aggregated 13F filings for Q2 2022.