Axos Financial
206 hedge funds and large institutions have $1.05B invested in Axos Financial in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 29 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
91% more call options, than puts
Call options by funds: $7.25M | Put options by funds: $3.79M
6% more capital invested
Capital invested by funds: $994M → $1.05B (+$59.8M)
0.22% more ownership
Funds ownership: 75.54% → 75.77% (+0.22%)
5% less funds holding
Funds holding: 217 → 206 (-11)
12% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 77
38% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.98M |
| 2 |
DAM
Davis Asset Management
Sausalito,
California
|
+$8.9M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$7.43M |
| 4 |
FAM
Fred Alger Management
New York
|
+$5.62M |
| 5 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.05M |
| 2 |
BlackRock
New York
|
-$6.78M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.39M |
| 4 |
FG
Formula Growth
Montreal,
Quebec, Canada
|
-$4.63M |
| 5 |
Goldman Sachs
New York
|
-$3.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Lazard Asset Management
New York
| – | -$32K | -1,452 | Closed |
|
|
SBL
227
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$22K | -1,000 | Closed |
|
|
MWC
228
MBM Wealth Consultants
Chesterfield,
Missouri
| – | -$20K | -907 | Closed |
|
|
TC
229
Truvestments Capital
Sarasota,
Florida
| – | -$11K | -525 | Closed |
|
|
CAN
230
Cetera Advisor Networks
El Segundo,
California
| – | -$9K | -400 | Closed |
|
|
PAG
231
Private Advisor Group
Morristown,
New Jersey
| – | -$8K | -350 | Closed |
|
|
AF
232
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2K | -100 | Closed |
|
|
OPS
233
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$1K | -50 | Closed |
|
|
ASN
234
Advisory Services Network
Atlanta,
Georgia
| – | +$366 | +16 | New |
|
AX Hedge Fund Activity: Q3 2020 in Review
206 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2020, worth a combined $1.05B — up 6% from $994M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of AX and 18 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 68 added.
The largest buyer was Wasatch Advisors, adding an estimated $8.98M. The largest seller was Invesco, cutting an estimated $7.05M.
- 206 institutional investors held Axos Financial (AX) as of Q3 2020, down from 217 in Q2 2020.
- Funds reported $1.05B of Axos Financial stock for Q3 2020, up 6% quarter-over-quarter.
- 18 funds opened new Axos Financial positions in Q3 2020 and 29 closed out, a net change of -11 holders.
- The largest Axos Financial buyer in Q3 2020 was Wasatch Advisors, an estimated $8.98M added.
- The largest Axos Financial seller in Q3 2020 was Invesco, an estimated $7.05M sold.
Based on aggregated 13F filings for Q3 2020.