ANGELO GORDON & COMPANY ., L.P.
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NEW YORK NY
Investment Advisor
Hedge Fund
Activist Investor
Angelo Gordon & Company . is based out of New York. Angelo Gordon & Company . is a hedge fund with 335 clients and discretionary assets under management (AUM) of $100,723,362,426 (Form ADV from 2025-08-29). Their last reported 13F filing for Q2 2025 included $751,333,526 in managed 13F securities
and a top 10 holdings concentration of 54.38%. Angelo Gordon & Company .'s largest holding is STARWOOD PPTY TR INC NOTE 6.750% 7/1 with shares held of 44,250,000. Whalewisdom has at least 117 13F filings, 97 13D filings, 81 13G filings, and 23 Form 4 filings
Business Description
As an investment adviser, the firm identifies investment opportunities and participates in the acquisition, management, monitoring, and disposition of investments in the credit and real estate space. They specialize in global alternative (non-traditional) investments with an absolute return orientation.
The firm manages capital across Credit and Real Estate strategies. The Credit Strategy includes Credit Solutions, Structured Credit & Specialty Finance, Middle Market Direct Lending, CLOs, and a Multi-Strategy Platform. The Real Estate Strategy includes TPG AG U.S. Real Estate, TPG AG Asia Real Estate, TPG AG Europe Real Estate, and TPG AG Net Lease. They also maintain business relationships with certain advisors and consultants that are expected to provide assistance and advice with respect to Clients’ investments, including transaction sourcing, due diligence, valuation, structuring, and similar matters.
Investment Strategy
We manage capital across our Credit and Real Estate strategies, all of which employ a disciplined investment philosophy that combines fundamental in-depth research with a diversification strategy designed to reduce downside risk. The research team is the cornerstone of all investment activities.
Each strategy is managed by a seasoned leadership team of senior professionals with extensive experience in the relevant strategy and underlying product(s).
Other Contact Information
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2025-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| DEBT-UGI UGI CORP NEW NOTE 5. (PRN) | 6.05% |
| DEBT-WEC WEC ENERGY GROUP INC (PRN) | 5.98% |
| DEBT-SOUT SOUTHERN CO NOTE 4.5 (PRN) | 4.83% |
| DEBT-MIDD MIDDLEBY CORP NOTE 1 (PRN) | 4.78% |
| DEBT-PG&E PG&E CORP NOTE 4.250 (PRN) | 3.28% |
2025-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| DEBT-CINE CINEMARK HLDGS INC N (PRN) | 8.92% |
| DEBT-CENT CENTERPOINT ENERGY I (PRN) | 3.47% |
| DEBT-AMER AMERICAN AIRLS GROUP (PRN) | 2.96% |
| DEBT-HALO HALOZYME THERAPEUTIC (PRN) | 2.5% |
| BECN Beacon Roofing Suppl | 1.07% |
2025-06-30
13F Holdings Summary
| Name | % of Portfolio |
|---|---|
| DEBT-STAR STARWOOD PPTY TR INC(PRN) | 6.29% |
| DEBT-EVER EVERGY INC NOTE 4.50(PRN) | 6.23% |
| DEBT-UGI UGI CORP NEW NOTE 5.(PRN) | 6.05% |
| DEBT-WEC WEC ENERGY GROUP INC(PRN) | 5.98% |
| DEBT-PG&E PG&E CORP NOTE 4.250(PRN) | 5.94% |
2025-06-30
13F Activity
| Market Value | $0.75b, Prior: $0.58b |
| Inflows (Outflows) as % of Total MV | +17.7988% |
| New Purchases | 32 stocks |
| Added To | 9 stocks |
| Sold out of | 26 stocks |
| Reduced holdings in | 6 stocks |
| Top 10 Holdings % | 54.38% |
| Turnover %[1] | 66.67% |
| Turnover Alt %[2] | 18.48% |
| Time Held Top 20 | 3 quarters |
| Time Held Top 10 | 2.6 quarters |
| Time Held All | 4.57 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-06-30