Angel Oak Financial Strategies Income Term Trust
FINS
38 hedge funds and large institutions have $180M invested in Angel Oak Financial Strategies Income Term Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.
84% more capital inflows, than outflows
Capital inflows: $44.9M | Capital outflows: $24.5M
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
9% more funds holding
Funds holding: 35 → 38 (+3)
6.07% more ownership
Funds ownership: 50.42% → 56.49% (+6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$24.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.1M |
| 3 |
Advisors Asset Management
Monument,
Colorado
|
+$1.31M |
| 4 |
Shaker Financial Services
Arlington,
Virginia
|
+$722K |
| 5 |
StoneX Group
New York
|
+$608K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16.1M |
| 2 |
Karpus Investment Management
Pittsford,
New York
|
-$7.29M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$405K |
| 4 |
Nations Financial Group
Cedar Rapids,
Iowa
|
-$281K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$154K |
FINS Hedge Fund Activity: Q4 2024 in Review
38 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q4 2024, worth a combined $180M — up 7.7% from $167M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FINS positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $16.1M.
- 38 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q4 2024, up from 35 in Q3 2024.
- Funds reported $180M of Angel Oak Financial Strategies Income Term Trust stock for Q4 2024, up 7.7% quarter-over-quarter.
- 10 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q4 2024 and 6 closed out, a net change of +4 holders.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $24.3M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q4 2024 was Morgan Stanley, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2024.