Axos Financial
230 hedge funds and large institutions have $1.6B invested in Axos Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 49 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 79
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.57% less ownership
Funds ownership: 76.71% → 74.15% (-2.6%)
7% less funds holding
Funds holding: 247 → 230 (-17)
18% less capital invested
Capital invested by funds: $1.94B → $1.6B (-$342M)
33% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 49
64% less call options, than puts
Call options by funds: $19.5M | Put options by funds: $54.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$34.5M |
| 2 |
BlackRock
New York
|
+$10.9M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$9.99M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$7.11M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$29.2M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$26.9M |
| 3 |
DAM
Davis Asset Management
Sausalito,
California
|
-$24M |
| 4 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$23.1M |
| 5 |
QI
QS Investors
New York
|
-$9.46M |
AX Hedge Fund Activity: Q3 2018 in Review
230 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2018, worth a combined $1.6B — down 18% from $1.94B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of AX and 33 opened new positions — a net loss of 16 holders — while 79 trimmed existing stakes and 80 added.
The largest buyer was Epoch Investment Partners, adding an estimated $34.5M. The largest seller was Emerald Advisers, exiting entirely with an estimated $29.2M sold.
- 230 institutional investors held Axos Financial (AX) as of Q3 2018, down from 247 in Q2 2018.
- Funds reported $1.6B of Axos Financial stock for Q3 2018, down 18% quarter-over-quarter.
- 33 funds opened new Axos Financial positions in Q3 2018 and 49 closed out, a net change of -16 holders.
- The largest Axos Financial buyer in Q3 2018 was Epoch Investment Partners, an estimated $34.5M added.
- The largest Axos Financial seller in Q3 2018 was Emerald Advisers, an estimated $29.2M sold.
Based on aggregated 13F filings for Q3 2018.