FINS

Angel Oak Financial Strategies Income Term Trust

35 hedge funds and large institutions have $167M invested in Angel Oak Financial Strategies Income Term Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$57.3M -$1.48M -112,135 -3%
SIA
2
Sit Investment Associates
Minnesota
$43.4M +$8.88M +671,393 +26%
Morgan Stanley
3
Morgan Stanley
New York
$28.1M -$1.24M -93,971 -4%
UBS Group
4
UBS Group
Switzerland
$9.19M -$50.3K -3,806 -0.5%
NFG
5
Nations Financial Group
Iowa
$7.15M +$343K +25,960 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.68M +$93.8K +7,099 +3%
Stifel Financial
7
Stifel Financial
Missouri
$3.38M +$330K +24,981 +11%
Wells Fargo
8
Wells Fargo
California
$2.31M +$36.9K +2,789 +2%
LPL Financial
9
LPL Financial
California
$1.74M -$2.66K -201 -0.2%
CPIG
10
Chicago Partners Investment Group
Illinois
$1.47M -$3.86K -296 -0.3%
SFS
11
Shaker Financial Services
Virginia
$1.31M +$195K +14,732 +18%
TPWM
12
Twelve Points Wealth Management
Massachusetts
$1.28M -$595 -45 -0%
RP
13
Riverbridge Partners
Minnesota
$992K +$992K +75,009 New
DWM
14
Dakota Wealth Management
Florida
$828K
First Trust Advisors
15
First Trust Advisors
Illinois
$823K +$124K +9,399 +18%
RJA
16
Raymond James & Associates
Florida
$821K -$190K -14,407 -19%
Osaic Holdings
17
Osaic Holdings
Arizona
$622K -$9.11K -689 -1%
HighTower Advisors
18
HighTower Advisors
Illinois
$405K +$405K +30,919 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$322K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$321K +$98.9K +7,483 +44%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$306K +$86.1K +6,515 +39%
WS
22
Wedbush Securities
California
$210K -$55K -4,156 -21%
SA
23
SFI Advisors
New Jersey
$179K -$3.97K -300 -2%
Lido Advisors
24
Lido Advisors
California
$178K
DADC
25
D.A. Davidson & Co
Montana
$169K -$46.3K -3,500 -21%