Axos Financial
229 hedge funds and large institutions have $1.62B invested in Axos Financial in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 28 closing their positions.
89.82% more ownership
Funds ownership: 0% → 89.82% (+90%)
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
50% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 28
29% more capital invested
Capital invested by funds: $1.26B → $1.62B (+$360M)
5% more funds holding
Funds holding: 218 → 229 (+11)
4% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 79
26% less call options, than puts
Call options by funds: $26.1M | Put options by funds: $35.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.7M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$11.8M |
| 3 |
Morgan Stanley
New York
|
+$8.32M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$7.48M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$5.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$10.7M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$10.4M |
| 3 |
Two Sigma Investments
New York
|
-$7.88M |
| 4 |
BCM
Basswood Capital Management
New York
|
-$7.73M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$6.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VHAM
251
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$175K | -7,815 | Closed |
|
|
MLM
252
Mount Lucas Management
Newtown,
Pennsylvania
| – | -$157K | -7,026 | Closed |
|
|
OAM
253
Orinda Asset Management
Lafayette,
California
| – | -$129K | -5,751 | Closed |
|
254
Walleye Trading
New York
| – | -$136K | -5,709 | Closed |
|
|
BAM
255
Brave Asset Management
Summit,
New Jersey
| – | -$67K | -3,000 | Closed |
|
256
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$54K | -2,392 | Closed |
|
257
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$8K | -356 | Closed |
|
AX Hedge Fund Activity: Q4 2016 in Review
229 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2016, worth a combined $1.62B — up 29% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new AX positions and 28 closed out — a net gain of 14 holders — while 76 added to existing stakes and 79 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $12.7M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $10.7M sold.
- 229 institutional investors held Axos Financial (AX) as of Q4 2016, up from 218 in Q3 2016.
- Funds reported $1.62B of Axos Financial stock for Q4 2016, up 29% quarter-over-quarter.
- 42 funds opened new Axos Financial positions in Q4 2016 and 28 closed out, a net change of +14 holders.
- The largest Axos Financial buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $12.7M added.
- The largest Axos Financial seller in Q4 2016 was Fiera Capital (Canada), an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2016.