Axos Financial
318 hedge funds and large institutions have $2.79B invested in Axos Financial in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 128 reducing their positions, and 37 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
30% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 37
5% more capital invested
Capital invested by funds: $2.64B → $2.79B (+$145M)
3% more funds holding
Funds holding: 310 → 318 (+8)
0.4% less ownership
Funds ownership: 85.97% → 85.57% (-0.4%)
25% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 128
32% less call options, than puts
Call options by funds: $48.6M | Put options by funds: $71.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$17.5M |
| 2 |
Goldman Sachs
New York
|
+$16.2M |
| 3 |
Two Sigma Investments
New York
|
+$11.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.7M |
| 5 |
Millennium Management
New York
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$17M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$16.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.4M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$9.69M |
AX Hedge Fund Activity: Q2 2024 in Review
318 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2024, worth a combined $2.79B — up 5.5% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new AX positions and 37 closed out — a net gain of 11 holders — while 96 added to existing stakes and 128 trimmed.
The largest buyer was American Century Companies, adding an estimated $17.5M. The largest seller was State Street, cutting an estimated $17M.
- 318 institutional investors held Axos Financial (AX) as of Q2 2024, up from 310 in Q1 2024.
- Funds reported $2.79B of Axos Financial stock for Q2 2024, up 5.5% quarter-over-quarter.
- 48 funds opened new Axos Financial positions in Q2 2024 and 37 closed out, a net change of +11 holders.
- The largest Axos Financial buyer in Q2 2024 was American Century Companies, an estimated $17.5M added.
- The largest Axos Financial seller in Q2 2024 was State Street, an estimated $17M sold.
Based on aggregated 13F filings for Q2 2024.