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Angel Oak Mortgage Ownership | Who Owns Angel Oak Mortgage?

OverviewForecastRevenueFinancialsChartTranscripts

Angel Oak Mortgage Ownership Summary

Angel Oak Mortgage is owned by 72.74% institutional investors, 2.92% insiders, and 24.34% retail investors. Davidson kempner capital management lp is the largest institutional shareholder, holding 21.81% of AOMR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.19% of its assets in Angel Oak Mortgage shares.

AOMR Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAngel Oak Mortgage72.74%2.92%24.34%
SectorReal Estate Stocks 55.70%8.24%36.06%
IndustryMortgage REIT Stocks42.37%4.34%53.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Davidson kempner capital management lp5.18M21.81%$48.09M
Morgan stanley5.17M20.88%$67.75M
Masters capital management1.11M4.69%$10.35M
Blackrock1.07M4.34%$14.07M
Blackrock funding, inc. /de1.00M4.22%$9.30M
Vanguard group823.32K3.47%$7.64M
Amundi410.33K1.73%$4.02M
Jacobs asset management341.59K1.44%$3.17M
State street331.54K1.40%$3.08M
Geode capital management312.46K1.32%$2.90M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Jacobs asset management341.59K1.91%$3.17M
Davidson kempner capital management lp5.18M1.10%$48.09M
Vivaldi capital management lp275.69K0.43%$2.79M
Masters capital management1.11M0.38%$10.35M
Alpine global management102.97K0.22%$955.57K
Rappaport reiches capital management17.92K0.04%$166.31K
Penserra capital management96.72K0.02%$897.00K
Ritholtz wealth management35.28K0.01%$327.38K
O'shaughnessy asset management87.58K0.01%$812.77K
Wolverine asset management63.91K0.01%$593.12K

Top Buyers

HolderShares% AssetsChange
Jacobs asset management341.59K1.91%248.13K
Alpine global management102.97K0.22%102.97K
Penserra capital management96.72K0.02%96.72K
Bank of new york mellon181.54K0.00%90.84K
Blackrock1.07M0.00%73.57K

Top Sellers

HolderShares% AssetsChange
Canada pension plan investment board---2.11M
Renaissance47.60K0.00%-88.90K
Vanguard group823.32K0.00%-75.36K
Two sigma investments, lp65.09K0.00%-44.01K
Exoduspoint capital management, lp---39.40K

New Positions

HolderShares% AssetsChangeValue
Alpine global management102.97K0.22%102.97K$955.57K
Penserra capital management96.72K0.02%96.72K$897.00K
Invesco31.83K0.00%31.83K$417.01K
Voya investment management12.02K0.00%12.02K$111.56K
Bnp paribas arbitrage, snc8.22K-8.22K$76.27K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-11.00
Qube research-19.00
Srs capital advisors-99.00
Corecap advisors-500.00
Steward partners investment advisory-1.60K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202469-4.17%17,279,676-1.86%721.32%34-26.09%1730.77%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv515.62K2.19%42.80K
Vanguard US Total Market Shares ETF472.82K2.01%-
iShares Russell 2000 ETF341.76K1.45%-2.97K
Pioneer Multi-Asset Income Y297.12K1.26%-
Vanguard Institutional Extnd Mkt Idx Tr249.53K1.06%-
Fuh Hwa FTSE Mortgage REITs ETF237.72K1.01%24.32K
iShares Mortgage Real Estate Capped ETF194.35K0.83%-
WisdomTree Alternative Income Fund189.64K0.81%-
Fidelity Small Cap Index127.30K0.54%-2.38K
Hoya Capital High Dividend Yield ETF117.08K0.50%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 18, 2024Morgan Jonathan-Buy$45.48K
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

Insider Transactions Trends

DateBuySell
2024 Q42-
2024 Q318
2024 Q2--
2023 Q4-1
2023 Q3--

AOMR Ownership FAQ

Who Owns Angel Oak Mortgage?

Angel Oak Mortgage shareholders are primarily institutional investors at 72.73%, followed by 2.92% insiders and 24.34% retail investors. The average institutional ownership in Angel Oak Mortgage's industry, Mortgage REIT Stocks, is 42.37%, 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 (5.18M shares, 21.81%), Morgan stanley (5.17M shares, 20.88%), and Masters capital management (1.12M shares, 4.69%). Together, they hold 47.38% 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?

Jacobs asset management is Angel Oak Mortgage’s biggest shareholder by percentage of total assets invested, with 1.91% of its assets in 341.59K Angel Oak Mortgage shares, valued at 3.17M$.

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 2.19% of its total shares outstanding invested in 515.62K Angel Oak Mortgage shares.

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