FINS

Angel Oak Financial Strategies Income Term Trust

40 hedge funds and large institutions have $154M invested in Angel Oak Financial Strategies Income Term Trust in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54M +$26.9M +2,262,672 +100%
KIM
2
Karpus Investment Management
New York
$50.3M +$7.73M +649,193 +18%
UBS Group
3
UBS Group
Switzerland
$9.79M -$188K -15,810 -2%
SIA
4
Sit Investment Associates
Minnesota
$9.59M +$1.7M +142,590 +22%
NFG
5
Nations Financial Group
Iowa
$5.35M +$1.62M +136,163 +43%
Wolverine Trading
6
Wolverine Trading
Illinois
$4.95M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.73M +$163K +13,678 +6%
Stifel Financial
8
Stifel Financial
Missouri
$2.61M +$1.21M +101,201 +86%
Wells Fargo
9
Wells Fargo
California
$2.08M -$462K -38,793 -18%
EPM
10
Equitec Proprietary Markets
Illinois
$1.73M -$768K -64,480 -31%
LPL Financial
11
LPL Financial
California
$1.68M -$122K -10,223 -7%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.37M +$3.03K +249 +0.2%
RJA
13
Raymond James & Associates
Florida
$1.21M -$58.9K -4,945 -5%
TPWM
14
Twelve Points Wealth Management
Massachusetts
$1.18M -$111K -9,344 -9%
DWM
15
Dakota Wealth Management
Florida
$716K +$157K +13,175 +28%
Osaic Holdings
16
Osaic Holdings
Arizona
$596K -$130K -10,874 -18%
SA
17
SFI Advisors
New Jersey
$523K +$35K +2,941 +7%
WS
18
Wedbush Securities
California
$436K +$11.4K +959 +3%
LCM
19
Landscape Capital Management
New Jersey
$429K +$429K +35,986 New
SFS
20
Shaker Financial Services
Virginia
$396K +$277K +23,225 +232%
First Trust Advisors
21
First Trust Advisors
Illinois
$345K +$69.5K +5,835 +25%
WAM
22
Weiss Asset Management
Massachusetts
$332K +$332K +27,858 New
HighTower Advisors
23
HighTower Advisors
Illinois
$291K -$2.22K -184 -0.8%
IP
24
Ignite Planners
California
$252K -$96.4K -8,104 -28%
DADC
25
D.A. Davidson & Co
Montana
$224K +$67.4K +5,659 +43%