Axos Financial
205 hedge funds and large institutions have $1.6B invested in Axos Financial in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 26 closing their positions.
54% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 26
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
28% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 64
25% more capital invested
Capital invested by funds: $1.28B → $1.6B (+$317M)
7% more funds holding
Funds holding: 192 → 205 (+13)
79% less call options, than puts
Call options by funds: $37.5M | Put options by funds: $178M
Top Buyers
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$72.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$19.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$17.6M |
| 5 |
Renaissance Technologies
New York
|
+$13.5M |
Top Sellers
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$25.4M |
| 2 |
NAP
New Amsterdam Partners
New York
|
-$24.8M |
| 3 |
JP Morgan Chase
New York
|
-$19.9M |
| 4 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$18.6M |
| 5 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
-$17.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSI
226
Pinnacle Summer Investments
Fairfax,
Virginia
| – | -$211K | -8,000 | Closed |
|
227
Nomura Holdings
Tokyo,
Japan
| – | -$203K | -7,668 | Closed |
|
|
DTL
228
Dynamic Technology Lab
Singapore
| – | -$200K | -7,560 | Closed |
|
|
HNB
229
Huntington National Bank
Columbus,
Ohio
| – | -$173K | -6,528 | Closed |
|
|
ED
230
Exane Derivatives
Paris,
France
| – | -$57.2K | -2,164 | Closed |
|
|
FANJ
231
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$32K | -1,200 | Closed |
|
AX Hedge Fund Activity: Q3 2015 in Review
205 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2015, worth a combined $1.6B — up 25% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new AX positions and 26 closed out — a net gain of 14 holders — while 82 added to existing stakes and 64 trimmed.
The largest buyer was State of Michigan Retirement System, adding an estimated $72.7M. The largest seller was Systematic Financial Management, cutting an estimated $25.4M.
- 205 institutional investors held Axos Financial (AX) as of Q3 2015, up from 192 in Q2 2015.
- Funds reported $1.6B of Axos Financial stock for Q3 2015, up 25% quarter-over-quarter.
- 40 funds opened new Axos Financial positions in Q3 2015 and 26 closed out, a net change of +14 holders.
- The largest Axos Financial buyer in Q3 2015 was State of Michigan Retirement System, an estimated $72.7M added.
- The largest Axos Financial seller in Q3 2015 was Systematic Financial Management, an estimated $25.4M sold.
Based on aggregated 13F filings for Q3 2015.