Angel Oak Funds Trust (CARY): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Angel Oak Funds Trust (CARY) following the 2026 Q1 hedge fund 13F filings?

As of today, CARY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CARY gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Angel Oak Funds Trust (CARY)

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

Smart Money Signals — CARY

Based on 99 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added CARY 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

99 hedge funds hold CARY 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.

🚀

Fast accumulation — +83% more funds vs a year ago

fund count last 6Q

+45 new funds entered over the past year (+83% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 73% buying

71 buying26 selling

Last quarter: 71 funds were net buyers (17 opened a brand new position + 54 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 21 → 13 → 21 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 40% entered in last year

■ 16% conviction (2yr+) ■ 43% medium ■ 40% new

Only 16 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

10 → 21 → 13 → 21 → 17 new funds/Q

New funds entering each quarter: 21 → 13 → 21 → 17. A growing number of institutions are discovering CARY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 59% of holders entered in last year

■ 14% veterans ■ 27% 1-2yr ■ 59% new

Of 99 current holders: 58 (59%) entered in the past year, only 14 (14%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

13 of 99 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CARY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	98	89	10.11%
13F Shares	38M	29M	32.29%
Total Value	$803M	$595M	34.97%
New Positions	16	21	-5
Increased Positions	54	31	+23
Closed Positions	7	4	+3
Reduced Positions	19	29	-10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

10.11%

13F Shares

38M

29M

32.29%

Total Value

$803M

$595M

34.97%

New Positions

-5

Increased Positions

+23

Closed Positions

Reduced Positions

-10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

98 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CARY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	IFC Advisors LLC	8.83%	2,971,014	$61.7M
2	Channel Wealth LLC	6.03%	1,197,959	$24.9M
3	Sage Advisory Services, Ltd.Co.	2.92%	256,245	$5.3M
4	Legacy CG, LLC	2.28%	394,432	$8.2M
5	J. Team Financial, Inc.	1.95%	84,063	$1.7M
6	Precision Wealth Strategies, LLC	1.58%	229,983	$4.8M
7	Camarda Financial Advisors, LLC	1.42%	130,295	$2.7M
8	Mendel Money Management	1.24%	142,724	$3.0M
9	9823 Capital, L.P.	1.23%	78,565	$1.6M
10	Rareview Capital LLC	1.22%	99,674	$2.1M
11	Arkadios Wealth Advisors	1.21%	3,562,484	$74.0M
12	Tortoise Investment Management, LLC	1.14%	662,643	$13.8M
13	Crescent Grove Advisors, LLC	1.09%	543,185	$11.3M
14	Islay Capital Management, LLC	1.04%	98,900	$2.1M
15	MBL Wealth, LLC	0.85%	540,604	$11.2M
16	Lewis Asset Management, LLC	0.82%	96,380	$2.0M
17	Sonoma Allocations LLC	0.78%	108,778	$2.3M
18	Noble Wealth Management PBC	0.78%	74,674	$1.6M
19	Omnitrust Wealth Management, Inc	0.71%	26,299	$546K
20	Weaver Consulting Group	0.67%	134,881	$2.8M
21	Legacy Capital Group California, Inc.	0.59%	74,327	$1.5M
22	Excelsior Advisor Network LLC	0.50%	63,300	$1.3M
23	Able Wealth Management LLC	0.47%	85,398	$1.8M
24	Beacon Capital Management, Inc.	0.42%	363,219	$7.5M
25	Heritage Trust Co	0.40%	193,577	$4.0M

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 Funds Trust (CARY)

What does the Smart Money Trend signal show for CARY?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CARY 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 CARY?

More buyers than sellers — 73% buying: Last quarter: 71 funds were net buyers (17 opened a brand new position + 54 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CARY holders?

Elite ownership — 50% AUM from top-100 funds: 13 of 99 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CARY. 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 CARY?

Mostly new holders — 40% entered in last year: Only 16 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Angel Oak Funds Trust (CARY) following the 2026 Q1 hedge fund 13F filings?

As of today, CARY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CARY has gained nan% vs +15.1% for SPY. 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.

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Angel Oak Funds Trust (CARY)

Smart Money Signals — CARY

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +83% more funds vs a year ago

More buyers than sellers — 73% buying

Steady new buyers — ~17 new funds per quarter

Mostly new holders — 40% entered in last year

Growing discovery — still being found

Early stage — 59% of holders entered in last year

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — CARY

Hedge Fund Ownership: CARY

Market Analysis: CARY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CARY

Is It Too Late to Buy Angel Oak Funds Trust (CARY) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CARY

Statistics: CARY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Angel Oak Funds Trust (CARY)

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