Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ANGEL OAK FINL STRATEGIES INCM COM BEN INT (FINS)

40 + 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
↑ +3
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — FINS

Based on 40 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (98% of max)

98% of all-time peak
40 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

25 buying13 selling
Last quarter: 25 funds were net buyers (8 opened a brand new position + 17 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 8 → 3 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 28% medium ■ 22% new
20 out of 40 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.
➡️

Steady discovery — ~8 new funds/quarter

9 → 2 → 8 → 3 → 8 new funds/Q
New funds entering each quarter: 2 → 8 → 3 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 12% 1-2yr ■ 35% new
Of 40 current holders: 21 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
7 of 40 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: FINS
2026 Q1 Stats Unlock in 12 days 40 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 40 37 8.11%
13F Shares 17M 22M -21.74%
Total Value $225M $285M -21.15%
New Positions 8 3 +5
Increased Positions 17 16 +1
Closed Positions 5 3 +2
Reduced Positions 8 11 -3
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 Q1)

40 + investors

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

Top 20 institutional holders of FINS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Noble Wealth Management PBC 1.51% 235,470 $3.0M
2 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.32% 484,445 $6.2M
3 Twelve Points Wealth Management LLC 0.22% 79,150 $1.0M
4 RIVERBRIDGE PARTNERS LLC 0.07% 233,477 $3.0M
5 Live Oak Private Wealth LLC 0.04% 21,670 $276K
6 Mayflower Financial Advisors, LLC 0.03% 18,700 $238K
7 Mountain Hill Investment Partners Corp. 0.03% 3,333 $42K
8 Dakota Wealth Management 0.02% 80,835 $1.0M
9 WEDBUSH SECURITIES INC 0.01% 18,807 —
10 PFG Investments, LLC 0.01% 10,080 $129K
11 CoreCap Advisors, LLC 0.00% 7,258 $93K
12 UBS Group AG 0.00% 740,594 $9.4M
13 GHP Investment Advisors, Inc. 0.00% 2,500 $32K
14 HIGHLINE WEALTH PARTNERS LLC 0.00% 300 $4K
15 ENVESTNET ASSET MANAGEMENT INC 0.00% 239,403 $3.1M
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 24,370 $308K
17 LPL Financial LLC 0.00% 177,645 $2.3M
18 N.E.W. Advisory Services LLC 0.00% 357 $5K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 10,343 $132K
20 FIFTH THIRD BANCORP 0.00% 4,446 $57K
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 INCM COM BEN INT (FINS)

What does the Smart Money Trend signal show for FINS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 66% buying: Last quarter: 25 funds were net buyers (8 opened a brand new position + 17 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FINS holders?

Strong quality — 22% AUM from major funds: 7 of 40 holders rank in the top 100 by AUM, accounting for 22% 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?

50% of holders stayed for 2+ years: 20 out of 40 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.