FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

43 hedge funds and large institutions have $109M invested in Angel Oak Financial Strategies Income Term Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
17
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.5M
2
UBS Group
UBS Group
Switzerland
+$2.67M
3
Wells Fargo
Wells Fargo
California
+$2.35M
4
NFG
Nations Financial Group
Iowa
+$1.36M
5
CA
Corrado Advisors
New Jersey
+$852K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$2.61M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$592K
3
RJA
Raymond James & Associates
Florida
-$498K
4
Bank of America
Bank of America
North Carolina
-$470K
5
H6H
Hightower 6M Holding
Kansas
-$280K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.7M +$421K +31,399 +1%
SIA
2
Sit Investment Associates
Minnesota
$16.5M +$8.5M +634,105 +107%
UBS Group
3
UBS Group
Switzerland
$14.3M +$2.67M +199,280 +23%
Wolverine Trading
4
Wolverine Trading
Illinois
$5.48M – – –
RJA
5
Raymond James & Associates
Florida
$5.12M -$498K -37,188 -9%
Wells Fargo
6
Wells Fargo
California
$4.12M +$2.35M +175,575 +133%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.94M -$592K -44,157 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.91M -$81.8K -6,105 -3%
EPM
9
Equitec Proprietary Markets
Illinois
$2.82M – – –
LPL Financial
10
LPL Financial
California
$2.81M -$26.5K -1,976 -0.9%
NFG
11
Nations Financial Group
Iowa
$2.35M +$1.36M +101,301 +137%
GA
12
GraniteShares Advisors
New York
$2.32M -$27.7K -2,069 -1%
COLIM
13
City of London Investment Management
United Kingdom
$2.3M -$2.61M -194,624 -53%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.64M +$2.34K +182 +0.1%
SCM
15
Saba Capital Management
New York
$1.51M +$246K +18,357 +20%
TPWM
16
Twelve Points Wealth Management
Massachusetts
$1.5M -$21.6K -1,614 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.11M +$716K +53,452 +181%
Stifel Financial
18
Stifel Financial
Missouri
$1.06M -$18.7K -1,398 -2%
MC
19
Matisse Capital
Oregon
$986K +$675K +50,411 +217%
MGWM
20
Marks Group Wealth Management
Minnesota
$980K – – –
CA
21
Corrado Advisors
New Jersey
$852K +$852K +63,585 New
GC
22
Guggenheim Capital
Illinois
$679K +$679K +50,669 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$661K -$162K -12,097 -20%
SFS
24
Shaker Financial Services
Virginia
$625K +$625K +46,654 New
Ameriprise
25
Ameriprise
Minnesota
$583K +$178K +13,294 +44%
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