Who Owns FINS?
Angel Oak Financial Strategies Income Term Trust — Institutional Ownership & 13F Holdings
$12.79
+0.01 (+0.12%)
Market Cap
$329.8M
Shares Outstanding
25,057,156
Institutional Holders
35
Total Inst. Value
$191.3M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
4
Closed Positions
5
Increased
16
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $71.5M | 5,301,917 |
| 2 | Karpus Management, Inc. | $47.8M | 3,542,306 |
| 3 | WELLS FARGO & COMPANY/MN | $18.2M | 1,351,807 |
| 4 | MORGAN STANLEY | $10.9M | 806,726 |
| 5 | UBS Group AG | $10.2M | 754,697 |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.9M | 511,062 |
| 7 | STIFEL FINANCIAL CORP | $4.4M | 325,364 |
| 8 | ROYAL BANK OF CANADA | $3.9M | 288,945 |
| 9 | Advisors Asset Management, Inc. | $3.4M | 252,748 |
| 10 | Noble Wealth Management PBC | $2.6M | 193,715 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +144K | $71.5M |
| WELLS FARGO & COMPANY/MN | +242K | $18.2M |
| UBS Group AG | +60K | $10.2M |
| STIFEL FINANCIAL CORP | +32K | $4.4M |
| ROYAL BANK OF CANADA | +8K | $3.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Karpus Management, Inc. | -229K | $47.8M |
| Chicago Partners Investment Group LLC | -103K | $134K |
| MORGAN STANLEY | -71K | $10.9M |
| Shaker Financial Services, LLC | -21K | $1.8M |
| COMERICA BANK | -12K | $99K |
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Frequently Asked Questions
How many institutional investors hold FINS?
As of Q1 2025, 35 institutional investors report holding FINS (Angel Oak Financial Strategies Income Term Trust) in their 13F filings.
Which hedge fund owns the most FINS?
The largest institutional holder of FINS is SIT INVESTMENT ASSOCIATES INC with $71.5M in shares.
Are institutions buying or selling FINS?
This quarter, 4 institutions opened new positions in FINS and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.