Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ANGEL OAK FUNDS TRUST (MBS)

25 + 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 25 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MBS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 83% of 2.0Y peak

83% of all-time peak
25 funds currently hold this stock — 83% of the 2.0-year high of 30 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

14 buying10 selling
Last quarter: 14 funds bought or added vs 10 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 — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 4 → 6 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 28% entered in last year

■ 0% conviction (2yr+) ■ 72% medium ■ 28% new
Only 0 funds (0%) 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

10 → 9 → 4 → 6 → 2 new funds/Q
New funds entering each quarter: 9 → 4 → 6 → 2. MBS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 68% of holders entered in last year

■ 0% veterans ■ 32% 1-2yr ■ 68% new
Of 25 current holders: 17 (68%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
6 of 25 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — MBS

In 2025 Q4, 14 hedge funds were net buyers of MBS (2 opened a new position, 12 added to an existing one), while 10 reduced or exited (4 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 25.

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

-- --

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

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
1.1
/ 10
conviction
Hedge Fund Positioning: MBS
2026 Q1 Stats Unlock in 7 days 25 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 25 29 -13.79%
13F Shares 15M 15M 1.2%
Total Value $133M $131M 1.4%
New Positions 2 6 -4
Increased Positions 12 8 +4
Closed Positions 6 7 -1
Reduced Positions 4 8 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MBS

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Financial Highlights

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Institutional Holders (2026 Q1)

25 + investors

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

Top 20 institutional holders of MBS — 2025 Q4 · 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 Embree Financial Group 0.22% 217,205 $1.9M
6 Q3 Asset Management 0.16% 76,178 —
7 PATTEN & PATTEN INC/TN 0.13% 243,245 $2.1M
8 United Asset Strategies, Inc. 0.08% 113,826 $986K
9 Secure Asset Management, LLC 0.05% 35,800 $310K
10 REICON WEALTH ADVISORS, LLC 0.05% 7,453 $65K
11 RFG Advisory, LLC 0.02% 135,472 $1.2M
12 SHP Wealth Management 0.02% 23,695 $205K
13 MML INVESTORS SERVICES, LLC 0.01% 379,721 $3.3M
14 BENJAMIN EDWARDS INC 0.01% 88,854 $769K
15 Vontobel Holding Ltd. 0.00% 135,000 $1.2M
16 FIRST FINANCIAL BANKSHARES INC 0.00% 17,381 $151K
17 ENVESTNET ASSET MANAGEMENT INC 0.00% 488,061 $4.2M
18 UBS Group AG 0.00% 663,660 $5.7M
19 LPL Financial LLC 0.00% 211,619 $1.8M
20 ASSETMARK, INC 0.00% 178 $2K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MBS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MBS?

Slight buying edge — 58% buying: Last quarter: 14 funds bought or added vs 10 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 — 4% AUM from top-100: 6 of 25 holders rank in the top 100 by AUM, but together hold only 4% 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 — 28% entered in last year: Only 0 funds (0%) 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.