Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Angel Oak Funds Trust (MBS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — MBS

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MBS 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
39 hedge funds hold MBS right now — the highest count in 2.5 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
+8 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 — 58% buying

22 buying16 selling
Last quarter: 22 funds bought or added vs 16 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 2 → 13 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 33% entered in last year

■ 3% conviction (2yr+) ■ 64% medium ■ 33% new
Only 1 funds (3%) 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 — ~10 new funds/quarter

5 → 6 → 2 → 13 → 10 new funds/Q
New funds entering each quarter: 6 → 2 → 13 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 8% veterans, 46% new entrants

■ 8% veterans ■ 46% 1-2yr ■ 46% new
Of 39 current holders: 3 (8%) held 2+ years, 18 held 1–2 years, 18 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
8 of 39 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Institutional Sentiment Summary — MBS

In 2026 Q2, 22 hedge funds were net buyers of MBS (10 opened a new position, 12 added to an existing one), while 16 reduced or exited (10 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: MBS

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

Market Analysis: MBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MBS

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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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: MBS
39 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 35 11.43%
13F Shares 14M 14M 2.24%
Total Value $123M $121M 2.22%
New Positions 10 13 -3
Increased Positions 12 8 +4
Closed Positions 6 3 +3
Reduced Positions 10 8 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MBS

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Institutional Holders (2026 Q2)

39 + investors

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

QUARTER:
Top 25 MBS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Angel Oak Capital Advisors, LLC 4.08% 374,667 $3.2M
2 J. Team Financial, Inc. 1.32% 157,482 $1.4M
3 Altfest L J & Co Inc 1.03% 1,231,070 $10.6M
4 Goldstone Financial Group, LLC 0.63% 797,939 $6.9M
5 Embree Financial Group 0.21% 245,916 $2.1M
6 NewEdge Wealth, LLC 0.19% 2,180,278 $18.8M
7 Patten & Patten Inc/Tn 0.11% 241,577 $2.1M
8 United Asset Strategies, Inc. 0.07% 114,274 $986K
9 Weaver Consulting Group 0.05% 31,000 $268K
10 Osaic Holdings, INC. 0.05% 5,308,794 $45.8M
11 Requisite Capital Management, LLC 0.05% 37,098 $322K
12 SHP Wealth Management 0.04% 75,353 $650K
13 Reicon Wealth Advisors, LLC 0.04% 8,362 $72K
14 RFG Advisory, LLC 0.02% 146,457 $1.3M
15 NewEdge Advisors, LLC 0.01% 583,348 $5.0M
16 Simplicity Wealth,LLC 0.01% 34,779 $300K
17 Farther Finance Advisors, LLC 0.01% 135,695 $1.2M
18 Mml Investors Services, LLC 0.01% 485,219 $4.2M
19 Benjamin Edwards Inc 0.01% 95,399 $823K
20 Vontobel Holding Ltd. 0.00% 135,000 $1.2M
21 First Financial Bankshares Inc 0.00% 17,381 $150K
22 Transamerica Financial Advisors, LLC 0.00% 2,498 $22K
23 Vise Technologies, Inc. 0.00% 13,415 $116K
24 Equitable Holdings, Inc. 0.00% 20,027 $173K
25 Envestnet Asset Management Inc 0.00% 475,621 $4.1M
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 (MBS)

What does the Smart Money Trend signal show for MBS?

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

Slight buying edge — 58% buying: Last quarter: 22 funds bought or added vs 16 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 MBS holders?

Smaller funds dominant — 12% AUM from top-100: 8 of 39 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MBS?

Mostly new holders — 33% entered in last year: Only 1 funds (3%) 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.

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