Axos Financial
310 hedge funds and large institutions have $2.64B invested in Axos Financial in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 35 closing their positions.
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
3% more funds holding
Funds holding: 302 → 310 (+8)
4% less capital invested
Capital invested by funds: $2.74B → $2.64B (-$103M)
1.06% less ownership
Funds ownership: 87.03% → 85.97% (-1.1%)
27% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 124
32% less call options, than puts
Call options by funds: $43.5M | Put options by funds: $64.3M
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$26.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$13.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.2M |
| 4 |
JP Morgan Chase
New York
|
+$9.19M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$7.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$44.4M |
| 2 |
Goldman Sachs
New York
|
-$24.6M |
| 3 |
Millennium Management
New York
|
-$11.9M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$11.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$9.21M |
AX Hedge Fund Activity: Q1 2024 in Review
310 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2024, worth a combined $2.64B — down 3.7% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new AX positions and 35 closed out — a net gain of 9 holders — while 91 added to existing stakes and 124 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $26.7M. The largest seller was Morgan Stanley, cutting an estimated $44.4M.
- 310 institutional investors held Axos Financial (AX) as of Q1 2024, up from 302 in Q4 2023.
- Funds reported $2.64B of Axos Financial stock for Q1 2024, down 3.7% quarter-over-quarter.
- 44 funds opened new Axos Financial positions in Q1 2024 and 35 closed out, a net change of +9 holders.
- The largest Axos Financial buyer in Q1 2024 was Wellington Management Group, an estimated $26.7M added.
- The largest Axos Financial seller in Q1 2024 was Morgan Stanley, an estimated $44.4M sold.
Based on aggregated 13F filings for Q1 2024.