Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Angel Oak Funds Trust (AOHY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — AOHY

Based on 37 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 AOHY 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
37 hedge funds hold AOHY 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 — +23% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+23% 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 — 68% buying

27 buying13 selling
Last quarter: 27 funds were net buyers (11 opened a brand new position + 16 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 41% entered in last year

■ 19% conviction (2yr+) ■ 41% medium ■ 41% new
Only 7 funds (19%) 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

10 → 3 → 3 → 7 → 11 new funds/Q
New funds entering each quarter: 3 → 3 → 7 → 11. A growing number of institutions are discovering AOHY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 22% veterans, 49% new entrants

■ 22% veterans ■ 30% 1-2yr ■ 49% new
Of 37 current holders: 8 (22%) held 2+ years, 11 held 1–2 years, 18 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
8 of 37 holders rank in the top 100 by AUM, but together hold only 15% 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 — AOHY

In 2026 Q2, 27 hedge funds were net buyers of AOHY (11 opened a new position, 16 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: AOHY

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

Market Analysis: AOHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOHY

-- --

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

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

Signal Freshness measures how much AOHY has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 78d ago
AOHY
-0.7%
SPY
+5.2%

AOHY outperformed SPY by -5.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 33d ago
AOHY
-0.6%
SPY
-2.3%

Since the filing became public, AOHY outperformed SPY by +1.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: AOHY
37 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 37 31 19.35%
13F Shares 7M 7M 0.51%
Total Value $77M $76M 0.93%
New Positions 11 7 +4
Increased Positions 16 14 +2
Closed Positions 5 3 +2
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOHY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

37 + investors

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

QUARTER:
Top 25 AOHY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Angel Oak Capital Advisors, LLC 8.20% 590,973 $6.5M
2 Arkadios Wealth Advisors 0.56% 3,375,960 $37.2M
3 Millington Securities, LLC 0.33% 108,176 $1.2M
4 Wbi Investments, LLC 0.27% 98,487 $1.1M
5 Breakwater Capital Group 0.15% 112,254 $1.2M
6 Lewis Asset Management, LLC 0.11% 27,646 $304K
7 Worth Asset Management, LLC 0.07% 20,632 $227K
8 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% 43,268 $476K
9 NewEdge Wealth, LLC 0.04% 381,969 $4.2M
10 TCFG Investment Advisors, LLC 0.04% 10,416 $115K
11 Fifth Third Securities, INC. 0.04% 60,009 $660K
12 Equitable Holdings, Inc. 0.02% 264,794 $2.9M
13 IFP Advisors, Inc 0.01% 65,361 $719K
14 Avantax Planning Partners, Inc. 0.01% 27,102 $298K
15 Davis Capital Management 0.01% 1,079 $12K
16 NewEdge Advisors, LLC 0.01% 201,831 $2.2M
17 Merit Financial Group, LLC 0.01% 89,248 $982K
18 Ausdal Financial Partners, Inc. 0.01% 12,477 $138K
19 Mml Investors Services, LLC 0.00% 164,996 $1.8M
20 IFG Advisory, LLC 0.00% 9,198 $101K
21 Vise Technologies, Inc. 0.00% 10,273 $113K
22 Wealthspire Advisors, LLC 0.00% 16,201 $178K
23 Envestnet Asset Management Inc 0.00% 244,234 $2.7M
24 LPL Financial LLC 0.00% 256,208 $2.8M
25 UBS Group AG 0.00% 448,973 $4.9M
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 (AOHY)

What does the Smart Money Trend signal show for AOHY?

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

More buyers than sellers — 68% buying: Last quarter: 27 funds were net buyers (11 opened a brand new position + 16 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 AOHY holders?

Smaller funds dominant — 15% AUM from top-100: 8 of 37 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AOHY?

Mostly new holders — 41% entered in last year: Only 7 funds (19%) 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 (AOHY) following the 2026 Q2 hedge fund 13F filings?

As of today, AOHY has moved -0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of +1.7%. Since the quarter end (June 30, 2026), AOHY has gained -0.7% vs +5.2% 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.

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.

Full history →