We are live on ! Find out more
AX icon

Axos Financial
AX

217 hedge funds and large institutions have $994M invested in Axos Financial in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

20% more capital invested

Capital invested by funds: $830M → $994M (+$164M)

7% more funds holding

Funds holding: 202 → 217 (+15)

7% more call options, than puts

Call options by funds: $8.86M | Put options by funds: $8.26M

0.76% more ownership

Funds ownership: 74.79% → 75.54% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
66
Reduced
71
Closed
19
Calls
$8.86M
Puts
$8.26M
Net Calls
+$596K
Net Calls Change
+$2.02M

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$4.46M
2
Wells Fargo
Wells Fargo
California
+$4.22M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.08M
4
BCM
Bridgeway Capital Management
Texas
+$2.88M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$8.62M
2
Ameriprise
Ameriprise
Minnesota
-$5.57M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5.5M
4
Invesco
Invesco
Georgia
-$4.42M
5
EIP
Epoch Investment Partners
New York
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
226
Aigen Investment Management
New York
– -$62K -3,421 Closed
OAM
227
Oppenheimer Asset Management
New York
– -$58K -3,184 Closed
AT
228
Arden Trust
Delaware
– -$45K -2,464 Closed
II
229
Inspire Investing
Idaho
– -$27K -1,479 Closed
RCA
230
Ranch Capital Advisors
Florida
– -$4K -250 Closed
AA
231
Advisory Alpha
Michigan
– -$3.91K -227 Closed
WAP
232
Wealthcare Advisory Partners
Pennsylvania
– -$1K -50 Closed
VNA
233
Valley National Advisers
Pennsylvania
– +$264 +13 New
6 7 8 9
10

AX Hedge Fund Activity: Q2 2020 in Review

217 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2020, worth a combined $994M — up 20% from $830M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AX positions and 19 closed out — a net gain of 16 holders — while 66 added to existing stakes and 71 trimmed.

The largest buyer was Northern Trust, adding an estimated $4.46M. The largest seller was Basswood Capital Management, cutting an estimated $8.62M.

  • 217 institutional investors held Axos Financial (AX) as of Q2 2020, up from 202 in Q1 2020.
  • Funds reported $994M of Axos Financial stock for Q2 2020, up 20% quarter-over-quarter.
  • 35 funds opened new Axos Financial positions in Q2 2020 and 19 closed out, a net change of +16 holders.
  • The largest Axos Financial buyer in Q2 2020 was Northern Trust, an estimated $4.46M added.
  • The largest Axos Financial seller in Q2 2020 was Basswood Capital Management, an estimated $8.62M sold.

Based on aggregated 13F filings for Q2 2020.