Axos Financial
226 hedge funds and large institutions have $1.26B invested in Axos Financial in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 23 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
2% more capital invested
Capital invested by funds: $1.23B → $1.26B (+$30.2M)
0.62% more ownership
Funds ownership: 73.53% → 74.15% (+0.62%)
0% less funds holding
Funds holding: 227 → 226 (-1)
4% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 23
7% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 76
77% less call options, than puts
Call options by funds: $5.25M | Put options by funds: $23.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$13.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.96M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.83M |
| 4 |
Millennium Management
New York
|
+$5.67M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$18.1M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$13.1M |
| 3 |
RA
Royce & Associates
New York
|
-$4.08M |
| 4 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$3.42M |
| 5 |
State Street
Boston,
Massachusetts
|
-$3.08M |
AX Hedge Fund Activity: Q3 2019 in Review
226 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2019, worth a combined $1.26B — up 2.5% from $1.23B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of AX and 22 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 71 added.
The largest buyer was Epoch Investment Partners, adding an estimated $13.6M. The largest seller was JP Morgan Chase, cutting an estimated $18.1M.
- 226 institutional investors held Axos Financial (AX) as of Q3 2019, down from 227 in Q2 2019.
- Funds reported $1.26B of Axos Financial stock for Q3 2019, up 2.5% quarter-over-quarter.
- 22 funds opened new Axos Financial positions in Q3 2019 and 23 closed out, a net change of -1 holder.
- The largest Axos Financial buyer in Q3 2019 was Epoch Investment Partners, an estimated $13.6M added.
- The largest Axos Financial seller in Q3 2019 was JP Morgan Chase, an estimated $18.1M sold.
Based on aggregated 13F filings for Q3 2019.