FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

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
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
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$1.37M
2
Ameriprise
Ameriprise
Minnesota
+$441K
3
QC
Quantedge Capital
Singapore
+$324K
4
COLIM
City of London Investment Management
United Kingdom
+$314K
5
LCM
Landscape Capital Management
New Jersey
+$294K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$4.29M
2
UBS Group
UBS Group
Switzerland
-$948K
3
Bank of America
Bank of America
North Carolina
-$616K
4
DADC
D.A. Davidson & Co
Montana
-$450K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.8M +$210K +14,403 +0.7%
UBS Group
2
UBS Group
Switzerland
$12.7M -$948K -65,013 -7%
SIA
3
Sit Investment Associates
Minnesota
$8.68M +$203K +13,941 +2%
RJA
4
Raymond James & Associates
Florida
$6.12M -$4.29M -294,040 -41%
Wolverine Trading
5
Wolverine Trading
Illinois
$6M – – –
COLIM
6
City of London Investment Management
United Kingdom
$5.34M +$314K +21,541 +6%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3.84M +$195K +13,406 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.26M -$59.8K -4,103 -2%
LPL Financial
9
LPL Financial
California
$3.08M -$60K -4,114 -2%
EPM
10
Equitec Proprietary Markets
Illinois
$3.07M -$20.4K -1,400 -0.7%
GA
11
GraniteShares Advisors
New York
$2.56M +$73.8K +5,064 +3%
Wells Fargo
12
Wells Fargo
California
$1.92M +$42.9K +2,943 +2%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.89M +$6.31K +426 +0.3%
TPWM
14
Twelve Points Wealth Management
Massachusetts
$1.66M -$8.88K -609 -0.5%
SCM
15
Saba Capital Management
New York
$1.37M +$1.37M +94,038 New
Stifel Financial
16
Stifel Financial
Missouri
$1.17M -$51.8K -3,555 -4%
NFG
17
Nations Financial Group
Iowa
$1.08M +$292K +20,000 +37%
MGWM
18
Marks Group Wealth Management
Minnesota
$1.07M +$16.1K +1,102 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$896K +$26.6K +1,821 +3%
Bank of America
20
Bank of America
North Carolina
$815K -$616K -42,274 -43%
DADC
21
D.A. Davidson & Co
Montana
$659K -$450K -30,871 -41%
Ameriprise
22
Ameriprise
Minnesota
$441K +$441K +30,225 New
Osaic Holdings
23
Osaic Holdings
Arizona
$435K +$6.55K +445 +2%
MC
24
Matisse Capital
Oregon
$338K +$42.2K +2,900 +14%
QC
25
Quantedge Capital
Singapore
$324K +$324K +22,200 New
1
2