Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ANGEL OAK FUNDS TRUST (CARY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
10Q ▲
Buyers last Q
60%

Smart Money Signals — CARY

Based on 84 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
84 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 — +68% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+68% 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 — 60% buying

49 buying33 selling
Last quarter: 49 funds were net buyers (19 opened a brand new position + 30 added to an existing one). Only 33 were sellers (29 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new CARY position: 10 → 21 → 11 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 48% entered in last year

■ 14% conviction (2yr+) ■ 38% medium ■ 48% new
Only 12 funds (14%) 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.
➡️

Steady discovery — ~19 new funds/quarter

12 → 10 → 21 → 11 → 19 new funds/Q
New funds entering each quarter: 10 → 21 → 11 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 63% of holders entered in last year

■ 6% veterans ■ 31% 1-2yr ■ 63% new
Of 84 current holders: 53 (63%) entered in the past year, only 5 (6%) 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
12 of 84 holders are among the 100 largest funds by AUM, controlling 46% 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.

Hedge Fund Ownership: CARY

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

Market Analysis: CARY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CARY

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: CARY
2026 Q1 Stats Unlock in 16 days 84 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 84 69 21.74%
13F Shares 28M 26M 7.85%
Total Value $582M $542M 7.45%
New Positions 19 11 +8
Increased Positions 30 41 -11
Closed Positions 4 8 -4
Reduced Positions 29 14 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CARY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

84 + investors

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

Top 25 institutional holders of CARY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 J. Team Financial, Inc. 1.95% 84,063 $1.7M
2 Rareview Capital LLC 1.22% 99,674 $2.1M
3 MBL Wealth, LLC 0.85% 540,604 $11.2M
4 Lewis Asset Management, LLC 0.82% 96,380 $2.0M
5 Noble Wealth Management PBC 0.78% 74,674 $1.6M
6 Omnitrust Wealth Management, Inc 0.71% 26,299 $546K
7 Able Wealth Management LLC 0.47% 85,398 $1.8M
8 Beacon Capital Management, Inc. 0.42% 363,219 $7.5M
9 VISTA INVESTMENT PARTNERS LLC 0.11% 19,335 $402K
10 Wealthcare Advisory Partners LLC 0.08% 186,881 $3.9M
11 Belpointe Asset Management LLC 0.06% 83,334 $1.7M
12 Raleigh Capital Management Inc. 0.05% 6,652 $138K
13 RFG Advisory, LLC 0.04% 110,327 $2.3M
14 OPPENHEIMER & CO INC 0.02% 88,204 $1.8M
15 EXCHANGE TRADED CONCEPTS, LLC 0.02% 142,464 $3.0M
16 PRIVATE TRUST CO NA 0.02% 9,757 $203K
17 Concurrent Investment Advisors, LLC 0.01% 41,188 $856K
18 Davis Capital Management 0.00% 288 $6K
19 Janney Montgomery Scott LLC 0.00% 60,188 $1K
20 Stratos Wealth Partners, LTD. 0.00% 12,232 $254K
21 TRUIST FINANCIAL CORP 0.00% 100,607 $2.1M
22 DAVENPORT & Co LLC 0.00% 13,983 $290K
23 Kestra Advisory Services, LLC 0.00% 14,433 $300K
24 Cambridge Investment Research Advisors, Inc. 0.00% 14,749 —
25 FIFTH THIRD BANCORP 0.00% 20,675 $429K
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 — 10 quarters in a row: For 10 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 — 60% buying: Last quarter: 49 funds were net buyers (19 opened a brand new position + 30 added to an existing one). Only 33 were sellers (29 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CARY holders?

Elite ownership — 46% AUM from top-100 funds: 12 of 84 holders are among the 100 largest funds by AUM, controlling 46% 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 — 48% entered in last year: Only 12 funds (14%) 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.

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.