Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Angel Oak Finl Strategies In (FINS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — FINS

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FINS 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
43 hedge funds hold FINS 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 — +26% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+26% 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.
🟡

Slight buying edge — 53% buying

19 buying17 selling
Last quarter: 19 funds bought or added vs 17 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 3 → 8 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 30% medium ■ 21% new
21 out of 43 hedge funds have held FINS 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.
💎

Buying through price weakness — shares +29%, value -37%

Value
-37%
Shares
+29%
Last quarter: funds added +29% more shares while total portfolio value only changed -37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~5 new funds/quarter

2 → 8 → 3 → 8 → 5 new funds/Q
New funds entering each quarter: 8 → 3 → 8 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 28% newcomers

■ 53% veterans ■ 19% 1-2yr ■ 28% new
Entry-cohort mix of 43 holders: 23 (53%) are 2+ year veterans, 8 entered 1–2 years ago, and 12 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
8 of 43 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — FINS

In 2026 Q1, 19 hedge funds were net buyers of FINS (5 opened a new position, 14 added to an existing one), while 17 reduced or exited (14 trimmed, 3 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 33% of total institutional value in FINS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: FINS

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

Market Analysis: FINS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FINS

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: FINS
2026 Q2 Stats Unlock in 2 days 43 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 43 41 4.88%
13F Shares 22M 17M 29.13%
Total Value $141M $225M -37.19%
New Positions 5 8 -3
Increased Positions 14 17 -3
Closed Positions 3 5 -2
Reduced Positions 14 8 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FINS

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Institutional Holders (2026 Q2)

43 + investors

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

QUARTER:
2026 Q2 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 FINS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlas Wealth LLC 2.01% 1,100,004 $14.1M
2 Karpus Management, Inc. 1.71% 4,654,677 $59.6M
3 Closed-End Fund Advisors, Inc. 1.49% 118,848 $1.5M
4 Noble Wealth Management PBC 1.33% 231,615 $3.0M
5 Thomas J. Herzfeld Advisors, Inc. 0.87% 222,390 $2.8M
6 Nations Financial Group Inc, /Ia/ /Adv 0.30% 484,445 $6.2M
7 Twelve Points Wealth Management LLC 0.20% 77,263 $989K
8 Shaker Financial Services, LLC 0.12% 29,245 $374K
9 Riverbridge Partners LLC 0.08% 235,363 $3.0M
10 Advisors Asset Management, Inc. 0.07% 351,208 $4.5M
11 Summit Asset Management, LLC 0.04% 26,000 $333K
12 Live Oak Private Wealth LLC 0.03% 21,670 $277K
13 Mountain Hill Investment Partners Corp. 0.02% 3,333 $43K
14 Mayflower Financial Advisors, LLC 0.02% 18,700 $239K
15 Dakota Wealth Management 0.02% 77,835 $996K
16 Choreo, LLC 0.00% 30,101 $385K
17 Stifel Financial Corp 0.00% 383,477 $4.9M
18 &Partners 0.00% 56,376 $722K
19 Wells Fargo & Company/Mn 0.00% 1,290,468 $16.5M
20 IFG Advisory, LLC 0.00% 4,009 $51K
21 First Trust Advisors LP 0.00% 203,462 $2.6M
22 UBS Group AG 0.00% 707,959 $9.1M
23 Osaic Holdings, INC. 0.00% 76,348 $977K
24 Focus Partners Wealth 0.00% 73,779 $944K
25 Envestnet Asset Management Inc 0.00% 300,777 $3.8M
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 Finl Strategies In (FINS)

What does the Smart Money Trend signal show for FINS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FINS 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 FINS?

Slight buying edge — 53% buying: Last quarter: 19 funds bought or added vs 17 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 FINS holders?

Strong quality — 33% AUM from major funds: 8 of 43 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FINS?

49% of holders stayed for 2+ years: 21 out of 43 hedge funds have held FINS 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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