ANGEL OAK MORTGAGE REIT INC AOMR
COM · REIT · CUSIP 03464Y108
- SectorReal estate
- IndustryReal Estate
- HeadquartersAtlanta, GA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 24.9m as of 2023-03-20, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $7.30.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 45 |
| Q4 2022 | 47 |
| Q1 2023 | 47 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 21 | 15 |
| Q1 2023 | 23 | 16 |
Biggest buyers
| WOLVERINE ASSET MANAGEMENT LLC | Added | +72.6k |
| STATE STREET CORP | Added | +38.8k |
| FMR LLC | Added | +25.6k |
| STATE OF WISCONSIN INVESTMENT BOARD | Added | +17.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +12.8k |
| BlackRock Inc. | Added | +9.3k |
| STRS OHIO | Added | +5.6k |
| Amundi | Added | +5.1k |
| WELLS FARGO & COMPANY/MN | Added | +4.1k |
| VANGUARD GROUP INC | Added | +3.3k |
Biggest sellers
| EQUITEC PROPRIETARY MARKETS, LLC | Reduced | -104.7k |
| DEBUSSY CAPITAL MANAGEMENT LP | Reduced | -52.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -51.3k |
| CITADEL ADVISORS LLC | Sold out | -50.9k |
| Bank of New York Mellon Corp | Reduced | -20.5k |
| Squarepoint Ops LLC | Reduced | -9.8k |
| Gladius Capital Management LP | Sold out | -5.1k |
| UBS Group AG | Reduced | -4.2k |
| Mariner, LLC | Reduced | -3.6k |
| Tower Research Capital LLC (TRC) | Reduced | -2.7k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VICTORY CAPITAL MANAGEMENT INC 13G · institution new · filed 2025-10-28 | 6.1% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-27 | 5.4% |
Fell to 5% or below in the last year: DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (5.0%, 2026-08-06)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $8.2k | 0 | — | — |
| Q1 2022 | 1 | $60.3k | 0 | — | — |
| Q2 2022 | 2 | $144.2k | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 1 | $54.2k | 1 | $138.0k | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| DAVIDSON KEMPNER PARTNERS 1.34% of their portfolio | 7.4m $53.9m | First filing |
| Davidson Kempner Capital Management LP 1.13% of their portfolio | 7.4m $53.9m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 5.2m $37.8m | Unchanged |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 2.1m $15.4m | Unchanged |
| DEBUSSY CAPITAL MANAGEMENT LP 3.40% of their portfolio | 1.5m $11.2m | Reduced -52.4k |
| MASTERS CAPITAL MANAGEMENT LLC 1.75% of their portfolio | 1.0m $7.3m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 942.9k $6.9m | Added +9.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 572.9k $4.2m | Added +3.3k |
| Amundi 0.00% of their portfolio | 386.4k $2.9m | Added +5.1k |
| STATE STREET CORP 0.00% of their portfolio | 336.3k $2.5m | Added +38.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 300.4k $2.2m | Added +12.8k |
| WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio | 185.0k $1.4m | Added +72.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 139.7k $1.0m | Added +4.1k |
| EQUITEC PROPRIETARY MARKETS, LLC 0.86% of their portfolio | 124.8k $911.3k | Reduced -104.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 109.4k $798.9k | Added +1.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 74.9k $546.4k | Reduced -20.5k |
| UBS Group AG 0.00% of their portfolio | 45.2k $329.8k | Reduced -4.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 37.4k $273.3k | Added +1.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 33.8k $246.5k | Added +3.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 30.6k $223.4k | Added +17.1k |
| FMR LLC 0.00% of their portfolio | 26.5k $193.7k | Added +25.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 18.6k $136.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 18.5k $135.0k | Added +508 |
| Cerity Partners LLC 0.00% of their portfolio | 17.9k $130.8k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 16.0k $116.8k | Reduced -9.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 14.7k $107.6k | Added +1.7k |
| Mariner, LLC 0.00% of their portfolio | 11.1k $81.0k | Reduced -3.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 10.2k $74.8k | Reduced -51.3k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 10.2k $74.0k | Added +2.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.3k $68.0k | Added +2.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 9.0k $65.5k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 8.4k $60.0k | Added +5.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 7.4k $54.4k | Added +1.9k |
| BARCLAYS PLC 0.00% of their portfolio | 6.0k $44.1k | Added +2.8k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 5.8k $42.0k | Added +115 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 4.4k $32.4k | Reduced -327 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 2.1k $15.5k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.7k $12.0k | Reduced -94 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.6k $12.0k | Reduced -2.7k |
| AMALGAMATED BANK 0.00% of their portfolio | 1.2k $9.0k | Reduced -277 |
| Legal & General Group Plc 0.00% of their portfolio | 1.0k $7.7k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 750 $5.5k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 557 $4.1k | Unchanged |
| Ellevest, Inc. 0.00% of their portfolio | 144 $1.1k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 101 $737 | New |
| Covestor Ltd 0.00% of their portfolio | 12 $0 | Reduced -7 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |