FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

33 hedge funds and large institutions have $133M invested in Angel Oak Financial Strategies Income Term Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$3.06M
2
SIA
Sit Investment Associates
Minnesota
+$1.4M
3
AW
Atlas Wealth
Ohio
+$655K
4
NFG
Nations Financial Group
Iowa
+$611K
5
IP
Ignite Planners
California
+$349K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.18M
2
SFS
Shaker Financial Services
Virginia
-$714K
3
Citadel Advisors
Citadel Advisors
Florida
-$297K
4
GC
Guggenheim Capital
Illinois
-$236K
5
LCM
Landscape Capital Management
New Jersey
-$181K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$43M +$3.06M +254,060 +8%
Morgan Stanley
2
Morgan Stanley
New York
$27.3M +$121K +10,029 +0.4%
UBS Group
3
UBS Group
Switzerland
$10.1M +$213K +17,694 +2%
AW
4
Atlas Wealth
Ohio
$9.82M +$655K +54,396 +7%
SIA
5
Sit Investment Associates
Minnesota
$7.98M +$1.4M +116,449 +21%
SCM
6
Saba Capital Management
New York
$5.65M +$297K +24,644 +6%
Wolverine Trading
7
Wolverine Trading
Illinois
$5M – – –
NFG
8
Nations Financial Group
Iowa
$3.77M +$611K +50,764 +19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.6M +$115K +9,589 +5%
Wells Fargo
10
Wells Fargo
California
$2.57M -$1.18M -98,217 -31%
EPM
11
Equitec Proprietary Markets
Illinois
$2.53M – – –
LPL Financial
12
LPL Financial
California
$1.82M -$153K -12,688 -8%
Stifel Financial
13
Stifel Financial
Missouri
$1.42M +$100K +8,325 +8%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.32M +$1.8K +153 +0.1%
TPWM
15
Twelve Points Wealth Management
Massachusetts
$1.3M -$10.5K -869 -0.8%
RJA
16
Raymond James & Associates
Florida
$1.29M -$93.5K -7,767 -7%
MC
17
Matisse Capital
Oregon
$963K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$734K +$7.19K +597 +1%
DWM
19
Dakota Wealth Management
Florida
$565K +$54.5K +4,525 +11%
SA
20
SFI Advisors
New Jersey
$494K +$138K +11,441 +39%
WS
21
Wedbush Securities
California
$430K +$542 +45 +0.1%
IP
22
Ignite Planners
California
$349K +$349K +29,268 New
HighTower Advisors
23
HighTower Advisors
Illinois
$294K +$161K +13,293 +121%
First Trust Advisors
24
First Trust Advisors
Illinois
$278K +$4.25K +353 +2%
Comerica Bank
25
Comerica Bank
Texas
$206K +$206K +17,111 New
1
2