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 41 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 (100% of max)

100% of all-time peak
41 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.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 29% medium ■ 22% new
20 out of 41 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

10 → 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 — 51% of holders stayed 2+ years

■ 51% veterans ■ 12% 1-2yr ■ 37% new
Of 41 current holders: 21 (51%) 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 — 23% AUM from major funds

23% from top-100 AUM funds
9 of 41 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — FINS

In 2025 Q4, 25 hedge funds were net buyers of FINS (8 opened a new position, 17 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. 23% of total institutional value in FINS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 41.

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.

Is It Too Late to Buy ANGEL OAK FINL STRATEGIES INCM COM BEN INT (FINS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FINS has moved relative to its sector benchmark (XLF) 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 · 49d ago
FINS
+96.3%
XLF
+4.8%

FINS outperformed XLF by +91.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
FINS
-2.0%
XLF
+1.2%

Since the filing became public, FINS outperformed XLF by -3.2% .

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.

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 1 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.

QUARTER:
Top 25 institutional holders of FINS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SIT INVESTMENT ASSOCIATES INC 2.81% 10,873,638 $139K
2 Karpus Management, Inc. 1.87% 4,697,846 $59.9M
3 Closed-End Fund Advisors, Inc. 1.57% 120,700 $1.5M
4 Noble Wealth Management PBC 1.51% 235,470 $3.0M
5 Thomas J. Herzfeld Advisors, Inc. 0.84% 193,430 $2.5M
6 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.32% 484,445 $6.2M
7 Twelve Points Wealth Management LLC 0.22% 79,150 $1.0M
8 Advisors Asset Management, Inc. 0.08% 353,662 $4.5M
9 RIVERBRIDGE PARTNERS LLC 0.07% 233,477 $3.0M
10 Shaker Financial Services, LLC 0.05% 11,954 $152K
11 Summit Asset Management, LLC 0.05% 26,000 $332K
12 Live Oak Private Wealth LLC 0.04% 21,670 $276K
13 Mayflower Financial Advisors, LLC 0.03% 18,700 $238K
14 Mountain Hill Investment Partners Corp. 0.03% 3,333 $42K
15 Dakota Wealth Management 0.02% 80,835 $1.0M
16 WEDBUSH SECURITIES INC 0.01% 18,807 —
17 PFG Investments, LLC 0.01% 10,080 $129K
18 STIFEL FINANCIAL CORP 0.00% 371,496 $4.7M
19 CHOREO, LLC 0.00% 26,020 $332K
20 &PARTNERS 0.00% 54,329 $693K
21 CoreCap Advisors, LLC 0.00% 7,258 $93K
22 WELLS FARGO & COMPANY/MN 0.00% 1,269,741 $16.2M
23 FIRST TRUST ADVISORS LP 0.00% 203,077 $2.6M
24 UBS Group AG 0.00% 740,594 $9.4M
25 OSAIC HOLDINGS, INC. 0.00% 72,979 $930K
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 — 23% AUM from major funds: 9 of 41 holders rank in the top 100 by AUM, accounting for 23% 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?

49% of holders stayed for 2+ years: 20 out of 41 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.

Is it too late to buy ANGEL OAK FINL STRATEGIES INCM COM BEN INT (FINS) following the 2026 Q1 hedge fund 13F filings?

As of today, FINS has moved -2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLF sector ETF — an outperformance of -3.2%. Since the quarter end (March 31, 2026), FINS has gained +96.3% vs +4.8% for XLF. 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.