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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
FFA
351
Farther Finance Advisors
California
$44K +$37.1K +269 +384%
Bessemer Group
352
Bessemer Group
New Jersey
$43K -$6.06K -44 -12%
PTC
353
Private Trust Company
Ohio
$40.6K +$37.2K +270 +628%
IA
354
IFP Advisors
Florida
$40.2K +$1.38K +10 +3%
GRP
355
Global Retirement Partners
California
$38.5K +$40.9K +297 +1,188%
UB
356
UMB Bank
Missouri
$29.6K -$20.5K -149 -40%
CMBA
357
C.M. Bidwell & Associates
Hawaii
$27.1K – – –
RS
358
Rakuten Securities
Japan
$26.8K +$28.5K +207 New
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$25.3K +$2.76K +20 +11%
NS
360
NBC Securities
Alabama
$25K +$3.72K +27 +16%
CA
361
Clearstead Advisors
Ohio
$24.4K -$29.2K -212 -53%
MSWM
362
McGlone Suttner Wealth Management
Wisconsin
$21.8K +$23.2K +168 New
VCM
363
Versant Capital Management
Arizona
$21K -$8.41K -61 -27%
CP
364
Castleview Partners
Texas
$20.8K +$17.9K +130 +433%
CFGS
365
Concourse Financial Group Securities
Alabama
$20.8K +$21.8K +158 +7,900%
TFA
366
Toth Financial Advisory
Virginia
$19.5K – – –
PVH
367
Psagot Value Holdings
Israel
$19K +$7.72K +56 +62%
SSB
368
Sandy Spring Bank
Maryland
$18.8K – – –
Pacer Advisors
369
Pacer Advisors
Pennsylvania
$18.7K -$17.4K -126 -47%
RFS
370
Richardson Financial Services
Massachusetts
$17.2K +$18.3K +133 New
FHA
371
First Horizon Advisors
Tennessee
$17K – – –
GI
372
GAMMA Investing
California
$16.5K +$17.5K +127 New
Ohio Public Employees Retirement System (OPERS)
373
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K -$1.65K -12 -9%
CTC
374
Central Trust Company
Missouri
$14.7K – – –
Daiwa Securities Group
375
Daiwa Securities Group
Japan
$13K +$13.8K +100 New
13 14
15
16 17

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.