FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

35 hedge funds and large institutions have $126M invested in Angel Oak Financial Strategies Income Term Trust in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
9
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$39.2M
2
Wells Fargo
Wells Fargo
California
$3.68M
3
AW
Atlas Wealth
Ohio
$9.02M
4
Citadel Advisors
Citadel Advisors
Florida
$297K
5
SFS
Shaker Financial Services
Virginia
$818K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
2
SCM
Saba Capital Management
New York
$5.26M
3
UBS Group
UBS Group
Switzerland
$9.69M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
5
CA
Corrado Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$39.2M +$12.9M +1,092,815 +49%
Morgan Stanley
2
Morgan Stanley
New York
$26.7M +$162K +13,740 +0.6%
UBS Group
3
UBS Group
Switzerland
$9.69M -$1.25M -106,201 -11%
AW
4
Atlas Wealth
Ohio
$9.02M +$538K +45,385 +6%
SIA
5
Sit Investment Associates
Minnesota
$6.45M – – –
SCM
6
Saba Capital Management
New York
$5.26M -$2.27M -192,000 -30%
Wolverine Trading
7
Wolverine Trading
Illinois
$4.92M – – –
Wells Fargo
8
Wells Fargo
California
$3.68M +$679K +57,483 +23%
NFG
9
Nations Financial Group
Iowa
$3.1M -$122K -10,350 -4%
EPM
10
Equitec Proprietary Markets
Illinois
$2.48M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.44M -$50.9K -4,309 -2%
LPL Financial
12
LPL Financial
California
$1.93M -$315K -26,714 -14%
RJA
13
Raymond James & Associates
Florida
$1.35M -$27.5K -2,326 -2%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.32M -$191K -16,286 -13%
Stifel Financial
15
Stifel Financial
Missouri
$1.3M -$41.6K -3,525 -3%
TPWM
16
Twelve Points Wealth Management
Massachusetts
$1.29M -$5.76K -488 -0.4%
MC
17
Matisse Capital
Oregon
$945K – – –
SFS
18
Shaker Financial Services
Virginia
$818K +$229K +19,392 +39%
Osaic Holdings
19
Osaic Holdings
Arizona
$715K -$9.98K -843 -1%
DWM
20
Dakota Wealth Management
Florida
$501K +$76.2K +6,450 +18%
WS
21
Wedbush Securities
California
$421K -$26.6K -2,251 -6%
SA
22
SFI Advisors
New Jersey
$349K +$88.9K +7,526 +34%
Citadel Advisors
23
Citadel Advisors
Florida
$297K +$297K +25,115 New
First Trust Advisors
24
First Trust Advisors
Illinois
$269K +$22K +1,866 +9%
GC
25
Guggenheim Capital
Illinois
$236K -$332K -28,104 -58%
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