Form 4: Davidson Kempner Capital Management LP Reports Sale of Angel Oak Mortgage REIT Shares

Davidson Kempner Capital Management LP reports the sale of 452,659 shares of Angel Oak Mortgage REIT at $9.75 per share, while still indirectly holding a significant number of shares.

Summary

• Davidson Kempner Capital Management LP, along with related entities and individuals, filed a Form 4 regarding transactions in Angel Oak Mortgage REIT, Inc. (AOMR) stock.
• On May 15, 2025, Xylem Finance LLC, for which Davidson Kempner Capital Management LP acts as investment manager, disposed of 452,659 shares of common stock at a price of $9.75 per share.
• Following the transaction, the reporting entities indirectly beneficially own 4,729,210 shares of AOMR.
• The filing disclaims beneficial ownership of the reported securities except to the extent of pecuniary interest.
• Vikram Shankar, a Managing Director of DKCM, serves on the board of directors of the Issuer, which may cause each Reporting Person to be deemed a director by deputization.

Sentiment

Score: 5

Explanation: The document is a standard SEC filing, reflecting a transaction. The sentiment is neutral as it simply reports facts without expressing an opinion.

Management Comments

• Each of the Reporting Persons expressly disclaims beneficial ownership of the securities reported herein except to the extent of its or his pecuniary interest therein, if any.

Industry Context

Form 4 filings are standard disclosures required by the SEC when insiders or significant shareholders of a publicly traded company buy or sell shares. This filing indicates a change in ownership by a major shareholder of Angel Oak Mortgage REIT.

Stakeholder Impact

• The sale of shares by a significant shareholder like Davidson Kempner could potentially influence investor sentiment regarding Angel Oak Mortgage REIT.

Key Dates

Keywords

Angel Oak Mortgage REIT, AOMR, Davidson Kempner Capital Management, Xylem Finance LLC, Section 16, Form 4, Beneficial Ownership, Securities Transaction