FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

46 hedge funds and large institutions have $124M invested in Angel Oak Financial Strategies Income Term Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
13
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$20.8M
2
SCM
Saba Capital Management
New York
+$4.5M
3
NFG
Nations Financial Group
Iowa
+$587K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$475K
5
Morgan Stanley
Morgan Stanley
New York
+$442K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$7.84M
2
RJA
Raymond James & Associates
Florida
-$3.24M
3
UBS Group
UBS Group
Switzerland
-$2.56M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$828K
5
Wells Fargo
Wells Fargo
California
-$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.9M +$442K +34,541 +2%
KIM
2
Karpus Investment Management
New York
$20.8M +$20.8M +1,621,878 New
UBS Group
3
UBS Group
Switzerland
$11.2M -$2.56M -199,653 -19%
AW
4
Atlas Wealth
Ohio
$9.21M +$9.21M +718,643 New
SIA
5
Sit Investment Associates
Minnesota
$7.91M -$7.84M -611,850 -50%
SCM
6
Saba Capital Management
New York
$5.94M +$4.5M +351,359 +313%
Wolverine Trading
7
Wolverine Trading
Illinois
$5.32M – – –
Wells Fargo
8
Wells Fargo
California
$3.25M -$684K -53,382 -17%
NFG
9
Nations Financial Group
Iowa
$2.83M +$587K +45,800 +26%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.7M -$85.4K -6,669 -3%
EPM
11
Equitec Proprietary Markets
Illinois
$2.69M -$9.16K -715 -0.3%
LPL Financial
12
LPL Financial
California
$2.63M -$55.3K -4,317 -2%
GA
13
GraniteShares Advisors
New York
$2.23M +$11.7K +916 +0.5%
COLIM
14
City of London Investment Management
United Kingdom
$2.03M -$161K -12,569 -7%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$1.98M -$828K -64,669 -30%
CPIG
16
Chicago Partners Investment Group
Illinois
$1.71M +$2.44K +183 +0.1%
RJA
17
Raymond James & Associates
Florida
$1.66M -$3.24M -252,924 -66%
TPWM
18
Twelve Points Wealth Management
Massachusetts
$1.43M -$9.25K -722 -0.6%
Stifel Financial
19
Stifel Financial
Missouri
$1.24M +$229K +17,879 +23%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.11M +$475K +37,092 +75%
MC
21
Matisse Capital
Oregon
$1.02M +$81.8K +6,384 +9%
MGWM
22
Marks Group Wealth Management
Minnesota
$993K +$56.4K +4,399 +6%
Osaic Holdings
23
Osaic Holdings
Arizona
$840K -$224K -17,450 -21%
CA
24
Corrado Advisors
New Jersey
$815K +$564 +44 +0.1%
GC
25
Guggenheim Capital
Illinois
$624K -$24.7K -1,925 -4%
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