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FINS-R

FINS-R 13F Filing Data & Analysis

Angel Oak Financ Strat-r

+$1.2M

Net Activity

Data as of: 2021-09-30

Institutions Holding

29

Popularity Rank

#7509

Avg Weight

0.01%

Total Value

$1.2M

Ownership Trend

29 institutions currently hold FINS-R, with 6 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q3 2021)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

6

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$250.0K
UG
UBS Group AG
$236.0K
ST
Sphinx Trading, LP
$220.0K
RJ
Raymond James & Associates
$86.0K
VC
Vivaldi Capital Management LP
$69.0K

Top 5 by Conviction

ST
Sphinx Trading, LP
0.23%
VC
Vivaldi Capital Management LP
0.01%
SF
Shaker Financial Services, LLC
0.01%
TJ
Thomas J. Herzfeld Advisors, Inc.
0.01%
MS
Morgan Stanley
0.00%
View all 29 holding institutions

Quarterly Activity

Recent Activity

+$51.0K

Total Buy Value

$0.0

Total Sell Value

New buy6
Trim0
Add0
Sold out0

6

Net Buyers

0

Net Sellers

Smart Money Convergence

FINS-R does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2021-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/FINS-R

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

03464A118

FAQ

Who are the top institutional investors holding ANGEL OAK FINANC STRAT-R (FINS-R)?
Major stakeholders currently include Morgan Stanley ($250.0K), UBS Group AG ($236.0K), Sphinx Trading, LP ($220.0K). Based on the latest 13F filings, there are a total of 29 tracked investment funds and institutions maintaining positions in FINS-R.
What is the overall institutional sentiment toward FINS-R recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.2M, driven by 6 managers accumulating shares while 0 reduced their exposure.
Which institutions have been selling or reducing their FINS-R positions?
In the latest period, no tracked funds trimmed or exited their positions in FINS-R.
Are there any notable investors adding FINS-R to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $51.0K.

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Developer Access

Access FINS-R's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/FINS-R

CLI

npx alphasmo stocks get FINS-R
Full API & MCP documentation →