Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Angel Oak Mortgage REIT Inc (AOMR)

80 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — AOMR

Based on 81 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
81 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

40 buying38 selling
Last quarter: 40 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 8 → 11 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 36% medium ■ 21% new
35 out of 81 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

15 → 12 → 8 → 11 → 14 new funds/Q
New funds entering each quarter: 12 → 8 → 11 → 14. A growing number of institutions are discovering AOMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 35% newcomers

■ 48% veterans ■ 17% 1-2yr ■ 35% new
Entry-cohort mix of 81 holders: 39 (48%) are 2+ year veterans, 14 entered 1–2 years ago, and 28 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
26 of 81 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 40 hedge funds were net buyers of AOMR (14 opened a new position, 26 added to an existing one), while 38 reduced or exited (26 trimmed, 12 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 51% of total institutional value in AOMR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 81.

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

-- --

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

Is It Too Late to Buy Angel Oak Mortgage REIT Inc (AOMR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AOMR has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
AOMR
nan%
XLRE
nan%

AOMR outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
AOMR
nan%
XLRE
nan%

Since the filing became public, AOMR outperformed XLRE by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: AOMR
80 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 80 79 1.27%
13F Shares 17M 18M -8.34%
Total Value $137M $158M -13.27%
New Positions 13 11 +2
Increased Positions 26 25 +1
Closed Positions 12 11 +1
Reduced Positions 26 28 -2
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 Q1)

80 + 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:
Top 25 AOMR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jacobs Asset Management, LLC 1.84% 375,000 $3.1M
2 North Ground Capital 1.35% 136,424 $1.1M
3 Davidson Kempner Capital Management LP 0.41% 3,652,673 $30.0M
4 Masters Capital Management LLC 0.27% 1,000,000 $8.2M
5 Vivaldi Capital Management LP 0.13% 113,287 $931K
6 Alpine Global Management, LLC 0.08% 62,438 $513K
7 Mariner Investment Group LLC 0.04% 17,754 $146K
8 Riverbridge Partners LLC 0.04% 197,392 $1.6M
9 Odyssean, LLC 0.03% 10,008 $82K
10 Sanders Morris Harris LLC 0.02% 16,000 $132K
11 Wolverine Asset Management LLC 0.02% 229,882 $1.9M
12 Islay Capital Management, LLC 0.01% 2,500 $21K
13 Victory Capital Management Inc 0.01% 1,643,382 $13.5M
14 Jacobs Levy Equity Management, Inc 0.00% 90,741 $746K
15 Morgan Stanley 0.00% 5,172,061 $42.5M
16 State of Wisconsin Investment Board 0.00% 67,776 $557K
17 Vident Advisory, LLC 0.00% 17,166 $141K
18 O'shaughnessy Asset Management, LLC 0.00% 28,682 $236K
19 Tower Research Capital LLC (TRC) 0.00% 3,386 $28K
20 Cornerstone Financial Management LLC 0.00% 66 —
21 Two Sigma Investments, LP 0.00% 74,774 $615K
22 EverSource Wealth Advisors, LLC 0.00% 878 $13K
23 Renaissance Technologies LLC 0.00% 31,223 $257K
24 Wells Fargo & Company/Mn 0.00% 211,297 $1.7M
25 Two Sigma Advisers, LP 0.00% 15,700 $135K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 51% buying: Last quarter: 40 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AOMR holders?

Elite ownership — 51% AUM from top-100 funds: 26 of 81 holders are among the 100 largest funds by AUM, controlling 51% 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?

43% of holders stayed for 2+ years: 35 out of 81 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.

Is it too late to buy Angel Oak Mortgage REIT Inc (AOMR) following the 2026 Q1 hedge fund 13F filings?

As of today, AOMR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AOMR has gained nan% vs nan% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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