Axos Financial
234 hedge funds and large institutions have $2.1B invested in Axos Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 100 reducing their positions, and 30 closing their positions.
165% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $5.23M
23% more capital invested
Capital invested by funds: $1.7B → $2.1B (+$400M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
1% less funds holding
Funds holding: 236 → 234 (-2)
1.03% less ownership
Funds ownership: 76.95% → 75.92% (-1%)
48% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 100
Top Buyers
| 1 |
FAM
Fred Alger Management
New York
|
+$22M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$15.4M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$15.3M |
| 4 |
BlackRock
New York
|
+$12.5M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$9.31M |
Top Sellers
| 1 |
EIP
Epoch Investment Partners
New York
|
-$23.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$19.3M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$11.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.97M |
| 5 |
STB
S&T Bank
Indiana,
Pennsylvania
|
-$6.81M |
AX Hedge Fund Activity: Q1 2021 in Review
234 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2021, worth a combined $2.1B — up 23% from $1.7B a quarter earlier.
Fund positioning in AX was balanced in Q1 2021: 30 funds opened new positions, 30 closed out, 52 added to existing stakes and 100 trimmed.
The largest buyer was Fred Alger Management, adding an estimated $22M. The largest seller was Epoch Investment Partners, cutting an estimated $23.4M.
- 234 institutional investors held Axos Financial (AX) as of Q1 2021, down from 236 in Q4 2020.
- Funds reported $2.1B of Axos Financial stock for Q1 2021, up 23% quarter-over-quarter.
- 30 funds opened new Axos Financial positions in Q1 2021 and 30 closed out, a net change of 0 holders.
- The largest Axos Financial buyer in Q1 2021 was Fred Alger Management, an estimated $22M added.
- The largest Axos Financial seller in Q1 2021 was Epoch Investment Partners, an estimated $23.4M sold.
Based on aggregated 13F filings for Q1 2021.