Axos Financial
251 hedge funds and large institutions have $1.61B invested in Axos Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 18 closing their positions.
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more funds holding
Funds holding: 238 → 251 (+13)
5% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 84
0.03% more ownership
Funds ownership: 78.35% → 78.38% (+0.03%)
4% less capital invested
Capital invested by funds: $1.68B → $1.61B (-$72.2M)
84% less call options, than puts
Call options by funds: $8.94M | Put options by funds: $56.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CCG Wealth Management
San Diego,
California
|
+$14.2M |
| 2 |
Millennium Management
New York
|
+$13.8M |
| 3 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$6.89M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.94M |
| 5 |
FAM
Fred Alger Management
New York
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$14.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$11.6M |
| 3 |
State Street
Boston,
Massachusetts
|
-$9.35M |
| 4 |
OCM
Orchard Capital Management
Chicago,
Illinois
|
-$6.36M |
| 5 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$6.33M |
AX Hedge Fund Activity: Q3 2022 in Review
251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2022, worth a combined $1.61B — down 4.3% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new AX positions and 18 closed out — a net gain of 16 holders — while 88 added to existing stakes and 84 trimmed.
The largest buyer was CCG Wealth Management, opening a new position worth an estimated $14.2M. The largest seller was Aberdeen Group, cutting an estimated $14.9M.
- 251 institutional investors held Axos Financial (AX) as of Q3 2022, up from 238 in Q2 2022.
- Funds reported $1.61B of Axos Financial stock for Q3 2022, down 4.3% quarter-over-quarter.
- 34 funds opened new Axos Financial positions in Q3 2022 and 18 closed out, a net change of +16 holders.
- The largest Axos Financial buyer in Q3 2022 was CCG Wealth Management, an estimated $14.2M added.
- The largest Axos Financial seller in Q3 2022 was Aberdeen Group, an estimated $14.9M sold.
Based on aggregated 13F filings for Q3 2022.