Axos Financial
225 hedge funds and large institutions have $1.46B invested in Axos Financial in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 29 closing their positions.
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
1.52% less ownership
Funds ownership: 89.82% → 88.3% (-1.5%)
2% less funds holding
Funds holding: 229 → 225 (-4)
10% less capital invested
Capital invested by funds: $1.62B → $1.46B (-$159M)
15% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 84
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
84% less call options, than puts
Call options by funds: $11.3M | Put options by funds: $69.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$215M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.3M |
| 3 |
FAM
Fred Alger Management
New York
|
+$35.4M |
| 4 |
Millennium Management
New York
|
+$17.1M |
| 5 |
BCM
Basswood Capital Management
New York
|
+$8.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.7M |
| 2 |
Morgan Stanley
New York
|
-$11.9M |
| 3 |
VIG
Vienna Insurance Group
Warsaw,
Poland
|
-$9.42M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$7.74M |
| 5 |
CCM
Century Capital Management
Boston,
Massachusetts
|
-$7.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
EARNEST Partners
Atlanta,
Georgia
| – | -$103K | -3,600 | Closed |
|
|
TRCT
252
Tower Research Capital (TRC)
New York
| – | -$75K | -2,628 | Closed |
|
|
WC
253
Whitnell & Co
Oak Brook,
Illinois
| – | -$8K | -278 | Closed |
|
|
FNBT
254
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$1K | -50 | Closed |
|
AX Hedge Fund Activity: Q1 2017 in Review
225 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2017, worth a combined $1.46B — down 9.8% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AX positions and 29 closed out — a net gain of 4 holders — while 71 added to existing stakes and 84 trimmed.
The largest buyer was BlackRock, adding an estimated $215M. The largest seller was Ameriprise, cutting an estimated $14.7M.
- 225 institutional investors held Axos Financial (AX) as of Q1 2017, down from 229 in Q4 2016.
- Funds reported $1.46B of Axos Financial stock for Q1 2017, down 9.8% quarter-over-quarter.
- 33 funds opened new Axos Financial positions in Q1 2017 and 29 closed out, a net change of +4 holders.
- The largest Axos Financial buyer in Q1 2017 was BlackRock, an estimated $215M added.
- The largest Axos Financial seller in Q1 2017 was Ameriprise, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2017.