FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

42 hedge funds and large institutions have $125M invested in Angel Oak Financial Strategies Income Term Trust in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
18
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$27.5M
2
SCM
Saba Capital Management
New York
$7.85M
3
Morgan Stanley
Morgan Stanley
New York
$27.7M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.69M
5
UBS Group
UBS Group
Switzerland
$11.4M

Top Sellers

1
GA
GraniteShares Advisors
New York
$0
2
COLIM
City of London Investment Management
United Kingdom
$0
3
MGWM
Marks Group Wealth Management
Minnesota
$0
4
SIA
Sit Investment Associates
Minnesota
$6.73M
5
HighTower Advisors
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.7M +$852K +69,140 +3%
KIM
2
Karpus Investment Management
New York
$27.5M +$7.47M +605,779 +37%
UBS Group
3
UBS Group
Switzerland
$11.4M +$684K +55,447 +6%
AW
4
Atlas Wealth
Ohio
$8.83M -$30.9K -2,503 -0.3%
SCM
5
Saba Capital Management
New York
$7.85M +$2.14M +173,251 +37%
SIA
6
Sit Investment Associates
Minnesota
$6.73M -$881K -71,437 -12%
Wolverine Trading
7
Wolverine Trading
Illinois
$5.14M – – –
NFG
8
Nations Financial Group
Iowa
$3.36M +$638K +51,755 +23%
Wells Fargo
9
Wells Fargo
California
$3.14M +$7.08K +574 +0.2%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$2.69M +$786K +63,774 +41%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.6M +$1.48K +120 +0.1%
EPM
12
Equitec Proprietary Markets
Illinois
$2.59M – – –
LPL Financial
13
LPL Financial
California
$2.35M -$183K -14,844 -7%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.55M +$1.56K +129 +0.1%
RJA
15
Raymond James & Associates
Florida
$1.44M -$152K -12,360 -10%
Stifel Financial
16
Stifel Financial
Missouri
$1.4M +$203K +16,478 +17%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$1.35M -$20.7K -1,680 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.15M +$82.3K +6,671 +8%
MC
19
Matisse Capital
Oregon
$986K – – –
CA
20
Corrado Advisors
New Jersey
$749K -$35.6K -2,885 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$745K -$53.3K -4,375 -7%
SFS
22
Shaker Financial Services
Virginia
$615K +$615K +49,910 New
GC
23
Guggenheim Capital
Illinois
$593K -$8.5K -689 -1%
WS
24
Wedbush Securities
California
$467K +$468 +38 +0.1%
DWM
25
Dakota Wealth Management
Florida
$443K +$17.9K +1,450 +4%
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