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Axcelis

405 hedge funds and large institutions have $5.41B invested in Axcelis in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 114 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $86.4M | Put options by funds: $53.6M

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

40% more capital invested

Capital invested by funds: $3.86B → $5.41B (+$1.55B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

7% more funds holding

Funds holding: 377405 (+28)

1.48% more ownership

Funds ownership: 88.82%90.3% (+1.5%)

29% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 161

Holders
405
Holders Change
+28
Holders Change %
+7.43%
% of All Funds
6.36%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
77
Increased
114
Reduced
161
Closed
48
Calls
$86.4M
Puts
$53.6M
Net Calls
+$32.8M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Mascoma Wealth Management
New Hampshire
$6.21K
CAL
377
Capital Advisors Ltd
Ohio
$6K
EWA
378
EverSource Wealth Advisors
Alabama
$5.87K
GI
379
Gradient Investments
Minnesota
$5.68K
HI
380
Harbour Investments
Wisconsin
$5.5K -$2.16K -15 -33%
GRP
381
Global Retirement Partners
California
$4.95K -$1.01K -7 -21%
CFD
382
Creative Financial Designs
Indiana
$4.58K
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$4.58K
PTC
384
Private Trust Company
Ohio
$4.58K
PA
385
Parallel Advisors
California
$4.22K
FGAM
386
Financial Gravity Asset Management
Texas
$3.71K +$26.3K +183 New
HIM
387
Hillsdale Investment Management
Ontario, Canada
$3.67K -$962K -6,680 -100%
FWM
388
Focused Wealth Management
New York
$3.3K
HCP
389
Hexagon Capital Partners
Arkansas
$2.75K +$1.44K +10 +200%
WTC
390
WhitTier Trust Company
Nevada
$2.75K
JWA
391
JFS Wealth Advisors
Pennsylvania
$2.2K +$144 +1 +9%
VWM
392
Venturi Wealth Management
Texas
$2.02K +$144 +1 +10%
NC
393
NewSquare Capital
Pennsylvania
$1.83K -$2.7M -18,785 -100%
SIC
394
SJS Investment Consulting
Ohio
$1.28K -$144 -1 -13%
SWM
395
Spire Wealth Management
Virginia
$1.28K -$432 -3 -30%
BAAM
396
Baker Avenue Asset Management
California
$1.28K
LC
397
Lindbrook Capital
California
$1.28K +$288 +2 +40%
BIA
398
Bell Investment Advisors
California
$1.1K +$864 +6 New
DI
399
Disciplined Investments
Oklahoma
$733 -$144 -1 -20%
AF
400
Advisornet Financial
Minnesota
$550 -$144 -1 -25%

ACLS Hedge Fund Activity: Q2 2023 in Review

405 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Axcelis (ACLS) for Q2 2023, worth a combined $5.41B — up 40% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ACLS positions and 48 closed out — a net gain of 29 holders — while 114 added to existing stakes and 161 trimmed.

The largest buyer was Vanguard Group, adding an estimated $66.3M. The largest seller was Wellington Management Group, cutting an estimated $39.9M.

  • 405 institutional investors held Axcelis (ACLS) as of Q2 2023, up from 377 in Q1 2023.
  • Funds reported $5.41B of Axcelis stock for Q2 2023, up 40% quarter-over-quarter.
  • 77 funds opened new Axcelis positions in Q2 2023 and 48 closed out, a net change of +29 holders.
  • The largest Axcelis buyer in Q2 2023 was Vanguard Group, an estimated $66.3M added.
  • The largest Axcelis seller in Q2 2023 was Wellington Management Group, an estimated $39.9M sold.

Based on aggregated 13F filings for Q2 2023.