Angel Oak Financial Strategies Income Term Trust
FINS
34 hedge funds and large institutions have $159M invested in Angel Oak Financial Strategies Income Term Trust in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.
267% more capital inflows, than outflows
Capital inflows: $15.7M | Capital outflows: $4.28M
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
3.64% more ownership
Funds ownership: 47.71% → 51.34% (+3.6%)
0% more funds holding
Funds holding: 34 → 34 (0)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$10.2M |
| 2 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.6M |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
+$1.04M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$286K |
| 5 |
Nations Financial Group
Cedar Rapids,
Iowa
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Equitec Proprietary Markets
Chicago,
Illinois
|
-$1.39M |
| 2 |
Karpus Investment Management
Pittsford,
New York
|
-$775K |
| 3 |
Morgan Stanley
New York
|
-$680K |
| 4 |
SFI Advisors
Montclair,
New Jersey
|
-$531K |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$228K |
FINS Hedge Fund Activity: Q2 2024 in Review
34 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q2 2024, worth a combined $159M — up 6.6% from $149M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FINS positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $10.2M. The largest seller was Equitec Proprietary Markets, exiting entirely with an estimated $1.39M sold.
- 34 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $159M of Angel Oak Financial Strategies Income Term Trust stock for Q2 2024, up 6.6% quarter-over-quarter.
- 4 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q2 2024 was Atlas Wealth, an estimated $10.2M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q2 2024 was Equitec Proprietary Markets, an estimated $1.39M sold.
Based on aggregated 13F filings for Q2 2024.