Angel Oak Mortgage Ownership | Who Owns Angel Oak Mortgage?


OverviewForecastRevenueFinancialsChartTranscripts

Angel Oak Mortgage Ownership Summary


Angel Oak Mortgage is owned by 74.12% institutional investors, 2.90% insiders, and 22.98% retail investors. Davidson kempner capital management lp is the largest institutional shareholder, holding 29.83% of AOMR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.01% of its assets in Angel Oak Mortgage shares.

AOMR Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAngel Oak Mortgage74.12%2.90%22.98%
SectorReal Estate Stocks 63.80%7.99%28.21%
IndustryMortgage REIT Stocks46.08%4.40%49.52%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Davidson kempner capital management lp7.39M29.83%$96.81M
Morgan stanley5.17M20.88%$67.75M
Masters capital management1.11M4.50%$14.61M
Blackrock1.07M4.34%$14.07M
Vanguard group884.87K3.57%$11.59M
Amundi410.33K1.66%$4.92M
Geode capital management382.01K1.54%$5.01M
Vivaldi capital management lp327.98K1.32%$4.30M
State street323.08K1.30%$4.23M
Wells fargo & company/mn151.71K0.61%$1.99M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Davidson kempner capital management lp7.39M1.98%$96.81M
Vivaldi capital management lp327.98K1.22%$4.30M
Masters capital management1.11M0.82%$14.61M
Rappaport reiches capital management17.92K0.07%$234.76K
Ritholtz wealth management39.21K0.02%$513.67K
O'shaughnessy asset management75.15K0.01%$984.50K
Morgan stanley5.17M0.01%$67.75M
Gladius capital management lp2.65K0.00%$34.68K
Advisory services network13.84K0.00%$181.32K
Amundi410.33K0.00%$4.92M

Top Buyers

HolderShares% AssetsChange
Blackrock1.07M0.00%73.57K
Invesco31.83K0.00%31.83K
Vanguard group884.87K0.00%20.50K
O'shaughnessy asset management75.15K0.01%17.58K
Advisory services network13.84K0.00%13.84K

Top Sellers

HolderShares% AssetsChange
Canada pension plan investment board---2.11M
Masters capital management1.11M0.82%-35.00K
Hrt financial lp---19.08K
Jpmorgan chase7.06K--18.02K
Kingsview wealth management---16.73K

New Positions

HolderShares% AssetsChangeValue
Invesco31.83K0.00%31.83K$417.01K
Advisory services network13.84K0.00%13.84K$181.32K
Jane street group13.00K-13.00K$170.25K
Alliancebernstein11.11K0.00%11.11K$145.54K
Mirae asset global etfs6.51K0.00%6.51K$85.25K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-11.00
Qube research-19.00
Corecap advisors-500.00
Newbridge financial services group-4.64K
American group-5.83K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20247228.57%17,607,982-12.60%741.12%4648.39%13-7.14%
Jun 30, 20245612.00%20,145,8750.72%811.25%3172.22%14-33.33%
Mar 31, 202450-20,002,732-0.02%801.24%18-28.00%2150.00%
Dec 31, 20235016.28%20,006,6641.83%801.28%2578.57%14-22.22%
Sep 30, 202343-6.52%19,646,630-0.45%791.24%14-26.32%1828.57%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv472.82K2.01%-
iShares Russell 2000 ETF359.55K1.53%-812.00
Vanguard Institutional Extnd Mkt Idx Tr326.67K1.40%1.19K
Pioneer Multi-Asset Income Y297.12K1.26%-
iShares Mortgage Real Estate Capped ETF187.22K0.80%152.00
Fidelity Small Cap Index126.77K0.54%-3.97K
Amundi Fds Inc Opps I2 USD C113.21K0.49%-
Fidelity Extended Market Index86.33K0.37%-56.29K
State St Russell Sm/Mid Cp® Indx NL Cl C81.74K0.35%-2.40K
iShares Russell 2000 Value ETF76.18K0.32%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 08, 2024MINAMI W D-Buy$48.65K
Sep 17, 2024DAVIDSON KEMPNER CAPITAL MANAGEMENT LP See RemarksSell$5.00M
Sep 05, 2024Filson Brandon CFO & TreasurerSell$252.29K
Sep 04, 2024Filson Brandon CFO & TreasurerSell$34.45K
Sep 03, 2024Filson Brandon CFO & TreasurerSell$7.60K

Insider Transactions Trends


DateBuySell
2024 Q318
2024 Q2--
2023 Q4-1
2023 Q3--
2023 Q2--

AOMR Ownership FAQ


Who Owns Angel Oak Mortgage?

Angel Oak Mortgage shareholders are primarily institutional investors at 74.12%, followed by 2.90% insiders and 22.98% retail investors. The average institutional ownership in Angel Oak Mortgage's industry, Mortgage REIT Stocks, is 46.08%, which Angel Oak Mortgage exceeds.

Who owns the most shares of Angel Oak Mortgage?

Angel Oak Mortgage’s largest shareholders are Davidson kempner capital management lp (7.39M shares, 29.83%), Morgan stanley (5.17M shares, 20.88%), and Masters capital management (1.12M shares, 4.50%). Together, they hold 55.20% of Angel Oak Mortgage’s total shares outstanding.

Does Blackrock own Angel Oak Mortgage?

Yes, BlackRock owns 4.34% of Angel Oak Mortgage, totaling 1.07M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 14.07M$. In the last quarter, BlackRock increased its holdings by 73.57K shares, a 7.35% change.

Who is Angel Oak Mortgage’s biggest shareholder by percentage of total assets invested?

Davidson kempner capital management lp is Angel Oak Mortgage’s biggest shareholder by percentage of total assets invested, with 1.98% of its assets in 7.39M Angel Oak Mortgage shares, valued at 96.81M$.

Who is the top mutual fund holder of Angel Oak Mortgage shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Angel Oak Mortgage shares, with 2.01% of its total shares outstanding invested in 472.82K Angel Oak Mortgage shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools