Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ANGEL OAK FUNDS TRUST (AOHY)

31 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — AOHY

Based on 31 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 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
31 hedge funds hold AOHY 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 — +29% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+29% 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

21 buying10 selling
Last quarter: 21 funds were net buyers (7 opened a brand new position + 14 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 3 → 3 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 23% conviction (2yr+) ■ 45% medium ■ 32% new
Only 7 funds (23%) 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.
📊

Peak discovery — momentum slowing

4 → 10 → 3 → 3 → 7 new funds/Q
New funds entering each quarter: 10 → 3 → 3 → 7. AOHY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 48% new entrants

■ 0% veterans ■ 52% 1-2yr ■ 48% new
Of 31 current holders: 0 (0%) held 2+ years, 16 held 1–2 years, 15 (48%) 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 31 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — AOHY

In 2026 Q1, 21 hedge funds were net buyers of AOHY (7 opened a new position, 14 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 31.

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 Q1 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 March 31, 2026 · 55d ago
AOHY
+1.2%
SPY
+14.7%

AOHY outperformed SPY by -13.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 10d ago
AOHY
+0.4%
SPY
+0.9%

Since the filing became public, AOHY outperformed SPY by -0.5% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: AOHY
31 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 27 14.81%
13F Shares 7M 7M 3.12%
Total Value $76M $75M 1.58%
New Positions 7 3 +4
Increased Positions 14 12 +2
Closed Positions 3 5 -2
Reduced Positions 7 9 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOHY

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Institutional Holders (2026 Q1)

31 + 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 institutional holders of AOHY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Angel Oak Capital Advisors, LLC 8.39% 690,973 $7.6M
2 Arkadios Wealth Advisors 0.69% 3,857,687 $42.2M
3 WBI INVESTMENTS, LLC 0.33% 108,176 $1.2M
4 Lewis Asset Management, LLC 0.12% 26,137 $286K
5 NewEdge Wealth, LLC 0.05% 374,657 $4.1M
6 TCFG Investment Advisors, LLC 0.04% 10,400 $114K
7 TCFG WEALTH MANAGEMENT, LLC 0.04% 10,400 $114K
8 FIFTH THIRD SECURITIES, INC. 0.04% 59,654 $652K
9 PFG Investments, LLC 0.02% 39,939 $437K
10 Equitable Holdings, Inc. 0.01% 181,450 $2.0M
11 IFP Advisors, Inc 0.01% 53,862 $589K
12 AlphaStar Capital Management, LLC 0.01% 14,362 $157K
13 Merit Financial Group, LLC 0.01% 99,297 $1.1M
14 Davis Capital Management 0.01% 1,079 $12K
15 Avantax Planning Partners, Inc. 0.01% 22,313 $244K
16 Ausdal Financial Partners, Inc. 0.01% 11,759 $129K
17 MML INVESTORS SERVICES, LLC 0.00% 125,708 $1.4M
18 Wealthspire Advisors, LLC 0.00% 17,201 $188K
19 Private Advisor Group, LLC 0.00% 25,690 $281K
20 UBS Group AG 0.00% 439,152 $4.8M
21 ENVESTNET ASSET MANAGEMENT INC 0.00% 246,055 $2.7M
22 EP Wealth Advisors, LLC 0.00% 12,490 $137K
23 LPL Financial LLC 0.00% 219,310 $2.4M
24 Kestra Advisory Services, LLC 0.00% 12,204 $133K
25 RAYMOND JAMES FINANCIAL INC 0.00% 147,502 $1.6M
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 21 funds were net buyers (7 opened a brand new position + 14 added to an existing one). Only 10 were sellers (7 trimmed + 3 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 31 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 — 32% entered in last year: Only 7 funds (23%) 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 Q1 hedge fund 13F filings?

As of today, AOHY has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), AOHY has gained +1.2% vs +14.7% 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.

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