Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Angel Oak Mortgage REIT Inc (AOMR)

81 + Investors. Track Smart Money conviction in AOMR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
70%

Smart Money Signals — AOMR

Based on 82 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AOMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
82 hedge funds hold AOMR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AOMR is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 70% buying

57 buying25 selling
Last quarter: 57 funds were net buyers (14 opened a brand new position + 43 added to an existing one). Only 25 were sellers (12 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 11 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 33% medium ■ 23% new
36 out of 82 hedge funds have held AOMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

12 → 8 → 11 → 14 → 14 new funds/Q
New funds entering each quarter: 8 → 11 → 14 → 14. A growing number of institutions are discovering AOMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 44% veterans vs 30% newcomers

■ 44% veterans ■ 26% 1-2yr ■ 30% new
Entry-cohort mix of 82 holders: 36 (44%) are 2+ year veterans, 21 entered 1–2 years ago, and 25 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
29 of 82 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in AOMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AOMR

In 2026 Q2, 57 hedge funds were net buyers of AOMR (14 opened a new position, 43 added to an existing one), while 25 reduced or exited (12 trimmed, 13 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 73% of total institutional value in AOMR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 82.

Hedge Fund Ownership: AOMR

How many hedge funds hold AOMR — quarterly history vs. share price
Quarterly hedge fund ownership of AOMR vs. share price

Market Analysis: AOMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOMR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: AOMR
2026 Q3 Stats Unlock in 5 days 81 + Investors

Track Smart Money conviction in AOMR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 81 81 -
13F Shares 15M 17M -12.38%
Total Value $132M $137M -3.44%
New Positions 14 14 -
Increased Positions 42 26 +16
Closed Positions 14 12 +2
Reduced Positions 12 26 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOMR

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Institutional Holders (2026 Q3)

81 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AOMR. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AOMR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Riverbridge Partners LLC 0.05% 217,721 $1.6M
2 Wolverine Asset Management LLC 0.03% 664,706 $4.9M
3 Mariner Investment Group LLC 0.02% 17,754 $130K
4 Sanders Morris Harris LLC 0.02% 16,000 $121K
5 State of Wyoming 0.01% 21,342 $156K
6 Victory Capital Management Inc 0.01% 2,117,449 $15.5M
7 Brighton Jones LLC 0.00% 11,315 $83K
8 GAMMA Investing LLC 0.00% 1,788 $13K
9 Cornerstone Financial Management LLC 0.00% 66 —
10 Ameritas Investment Partners, Inc. 0.00% 1,529 $11K
11 Vanguard Fiduciary Trust Co 0.00% 125,888 $919K
12 Voya Investment Management LLC 0.00% 27,443 $200K
13 Rhumbline Advisers 0.00% 32,822 $240K
14 Police & Firemen's Retirement System of New Jersey 0.00% 3,099 $23K
15 UBS Group AG 0.00% 180,655 $1.3M
16 Strs Ohio 0.00% 5,400 $39K
17 Vanguard Capital Management LLC 0.00% 940,513 $6.9M
18 Stifel Financial Corp 0.00% 19,719 $144K
19 Jpmorgan Chase & Co 0.00% 286,127 $2.2M
20 Russell Investments Group, Ltd. 0.00% 18,079 $132K
21 Sterling Capital Management LLC 0.00% 463 $3K
22 PNC Financial Services Group, INC. 0.00% 15,360 $112K
23 Osaic Holdings, INC. 0.00% 6,673 $49K
24 Vanguard Portfolio Management LLC 0.00% 138,479 $1.0M
25 Essential Partners LLC 0.00% 10 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Angel Oak Mortgage REIT Inc (AOMR)

What does the Smart Money Trend signal show for AOMR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AOMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AOMR?

More buyers than sellers — 70% buying: Last quarter: 57 funds were net buyers (14 opened a brand new position + 43 added to an existing one). Only 25 were sellers (12 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AOMR holders?

Elite ownership — 73% AUM from top-100 funds: 29 of 82 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in AOMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AOMR?

44% of holders stayed for 2+ years: 36 out of 82 hedge funds have held AOMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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