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Axcelis
ACLS

420 hedge funds and large institutions have $3.87B invested in Axcelis in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 162 increasing their positions, 131 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $103M | Put options by funds: $63.1M

24% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 131

11% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 65

0.9% more ownership

Funds ownership: 90.19% → 91.08% (+0.9%)

0% more funds holding

Funds holding: 419 → 420 (+1)

20% less capital invested

Capital invested by funds: $4.85B → $3.87B (-$981M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
420
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
72
Increased
162
Reduced
131
Closed
65
Calls
$103M
Puts
$63.1M
Net Calls
+$39.5M
Net Calls Change
-$1.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$83.1M
2
Millennium Management
Millennium Management
New York
+$52.6M
3
JSP
Jackson Square Partners
California
+$45.6M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$33.6M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$33.1M

Top Sellers

1
Invesco
Invesco
Georgia
-$88.5M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$84.3M
3
DCM
Driehaus Capital Management
Illinois
-$78.8M
4
HRCM
Hood River Capital Management
Florida
-$56.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
251
Vident Advisory
Georgia
$444K -$58.3K -423 -11%
WP
252
Woodline Partners
California
$441K +$469K +3,404 New
BAM
253
Blueshift Asset Management
New Jersey
$441K +$297K +2,155 +173%
HighTower Advisors
254
HighTower Advisors
Illinois
$438K -$193K -1,401 -30%
AIP
255
Ameritas Investment Partners
Nebraska
$438K +$18.6K +135 +4%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$435K +$23.2K +168 +5%
VF
257
Virtu Financial
New York
$424K +$450K +3,268 New
Skandinaviska Enskilda Banken (SEB)
258
Skandinaviska Enskilda Banken (SEB)
Sweden
$415K – – –
IA
259
Inspire Advisors
Idaho
$411K +$437K +3,171 New
SC
260
Syon Capital
California
$410K +$205K +1,487 +89%
WG
261
Winton Group
United Kingdom
$407K +$73.2K +531 +20%
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$403K +$236K +1,710 +122%
Baird Financial Group
263
Baird Financial Group
Wisconsin
$399K -$1.05M -7,601 -71%
Walleye Capital
264
Walleye Capital
New York
$393K +$418K +3,031 New
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$392K +$37.2K +270 +10%
TC
266
Truvestments Capital
Florida
$386K -$26K -189 -6%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$367K -$47.4K -344 -11%
HCM
268
HMS Capital Management
Tennessee
$366K – – –
AIA
269
Affinity Investment Advisors
California
$345K +$366K +2,657 New
FHB
270
First Hawaiian Bank
Hawaii
$339K +$360K +2,613 New
CL
271
CSS LLC
Illinois
$337K +$165K +1,200 +86%
Marshall Wace
272
Marshall Wace
United Kingdom
$336K +$357K +2,587 New
PAS
273
Park Avenue Securities
New York
$328K +$348K +2,528 New
CA
274
CoreCap Advisors
Michigan
$325K +$345K +2,506 New
PTC
275
Petrus Trust Company
Texas
$321K +$31.1K +226 +10%
9 10
11
12 13

ACLS Hedge Fund Activity: Q4 2023 in Review

420 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Axcelis (ACLS) for Q4 2023, worth a combined $3.87B — down 20% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ACLS positions and 65 closed out — a net gain of 7 holders — while 162 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Invesco, cutting an estimated $88.5M.

  • 420 institutional investors held Axcelis (ACLS) as of Q4 2023, up from 419 in Q3 2023.
  • Funds reported $3.87B of Axcelis stock for Q4 2023, down 20% quarter-over-quarter.
  • 72 funds opened new Axcelis positions in Q4 2023 and 65 closed out, a net change of +7 holders.
  • The largest Axcelis buyer in Q4 2023 was Morgan Stanley, an estimated $83.1M added.
  • The largest Axcelis seller in Q4 2023 was Invesco, an estimated $88.5M sold.

Based on aggregated 13F filings for Q4 2023.