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

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

As of today, MBS has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), MBS gained -0.4% vs +14.9% 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 (MBS)

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

Smart Money Signals — MBS

Based on 35 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

35 hedge funds hold MBS right now — the highest count in 2.2 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 — +30% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+30% 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 — 66% buying

21 buying11 selling

Last quarter: 21 funds were net buyers (13 opened a brand new position + 8 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new MBS position: 4 → 6 → 2 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 49% entered in last year

■ 3% conviction (2yr+) ■ 49% medium ■ 49% 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.

📈

Growing discovery — still being found

9 → 4 → 6 → 2 → 13 new funds/Q

New funds entering each quarter: 4 → 6 → 2 → 13. A growing number of institutions are discovering MBS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 57% of holders entered in last year

■ 0% veterans ■ 43% 1-2yr ■ 57% new

Of 35 current holders: 20 (57%) entered in the past year, only 0 (0%) 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.

📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds

6 of 35 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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	35	25	40.0%
13F Shares	14M	15M	-7.74%
Total Value	$121M	$133M	-9.33%
New Positions	13	2	+11
Increased Positions	8	12	-4
Closed Positions	3	6	-3
Reduced Positions	8	4	+4
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

40.0%

13F Shares

14M

15M

-7.74%

Total Value

$121M

$133M

-9.33%

New Positions

+11

Increased Positions

-4

Closed Positions

-3

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

35 + 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:

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

Top 25 MBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Angel Oak Capital Advisors, LLC	7.07%	734,718	$6.4M
2	Altfest L J & Co Inc	1.61%	1,732,772	$15.0M
3	J. Team Financial, Inc.	1.55%	160,017	$1.4M
4	Goldstone Financial Group, LLC	0.28%	295,555	$2.6M
5	NewEdge Wealth, LLC	0.27%	2,592,750	$22.5M
6	Embree Financial Group	0.22%	217,205	$1.9M
7	Patten & Patten Inc/Tn	0.13%	243,245	$2.1M
8	United Asset Strategies, Inc.	0.08%	113,826	$986K
9	Osaic Holdings, INC.	0.07%	5,480,517	$47.5M
10	Weaver Consulting Group	0.06%	31,000	$268K
11	Requisite Capital Management, LLC	0.06%	37,098	$323K
12	Secure Asset Management, LLC	0.05%	35,800	$310K
13	Reicon Wealth Advisors, LLC	0.05%	7,453	$65K
14	RFG Advisory, LLC	0.02%	135,472	$1.2M
15	SHP Wealth Management	0.02%	23,695	$205K
16	Mml Investors Services, LLC	0.01%	379,721	$3.3M
17	Benjamin Edwards Inc	0.01%	88,854	$769K
18	Transamerica Financial Advisors, LLC	0.00%	5,812	$50K
19	Vontobel Holding Ltd.	0.00%	135,000	$1.2M
20	First Financial Bankshares Inc	0.00%	17,381	$151K
21	Envestnet Asset Management Inc	0.00%	488,061	$4.2M
22	UBS Group AG	0.00%	663,660	$5.7M
23	LPL Financial LLC	0.00%	211,619	$1.8M
24	Advisory Services Network, LLC	0.00%	3,835	$33K
25	Quantinno Capital Management LP	0.00%	12,138	$105K

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

More buyers than sellers — 66% buying: Last quarter: 21 funds were net buyers (13 opened a brand new position + 8 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MBS holders?

Smaller funds dominant — 10% AUM from top-100: 6 of 35 holders rank in the top 100 by AUM, but together hold only 10% 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 — 49% 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.

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

As of today, MBS has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), MBS has gained -0.4% vs +14.9% 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 (MBS)

Smart Money Signals — MBS

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

More buyers than sellers — 66% buying

More new buyers each quarter (+11 vs last Q)

Mostly new holders — 49% entered in last year

Growing discovery — still being found

Early stage — 57% of holders entered in last year

Smaller funds dominant — 10% AUM from top-100

Institutional Sentiment Summary — MBS

Hedge Fund Ownership: MBS

Market Analysis: MBS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MBS

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

Hedge Fund Positioning: MBS

Statistics: MBS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Angel Oak Funds Trust (MBS)

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