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Axos Financial
AX

109 hedge funds and large institutions have $358M invested in Axos Financial in 2013 Q2 according to their latest regulatory filings, with 109 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

83% less call options, than puts

Call options by funds: $1.44M | Put options by funds: $8.58M

Holders
109
Holders Change
+109
Holders Change %
–
% of All Funds
3.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
109
Increased
–
Reduced
–
Closed
–
Calls
$1.44M
Puts
$8.58M
Net Calls
-$7.14M
Net Calls Change
-$7.14M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
51
Geneva Advisors
Illinois
$1.01M +$916K +88,120 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$966K +$876K +84,312 New
JIR
53
James Investment Research
Ohio
$940K +$853K +82,080 New
AllianceBernstein
54
AllianceBernstein
Tennessee
$935K +$848K +81,620 New
CCM
55
Cadence Capital Management
Massachusetts
$920K +$835K +80,316 New
SO
56
STRS Ohio
Ohio
$884K +$802K +77,200 New
TA
57
Teachers Advisors
New York
$806K +$731K +70,360 New
Creative Planning
58
Creative Planning
Kansas
$778K +$706K +67,920 New
First Trust Advisors
59
First Trust Advisors
Illinois
$755K +$685K +65,928 New
Morgan Stanley
60
Morgan Stanley
New York
$746K +$677K +65,136 New
ZIM
61
Zacks Investment Management
Illinois
$733K +$665K +64,008 New
AQR Capital Management
62
AQR Capital Management
Connecticut
$687K +$623K +59,952 New
PAM
63
Private Asset Management
California
$630K +$572K +55,032 New
VOYA Investment Management
64
VOYA Investment Management
Georgia
$592K +$537K +51,664 New
Swiss National Bank
65
Swiss National Bank
Switzerland
$559K +$507K +48,800 New
CHAM
66
Clear Harbor Asset Management
Connecticut
$556K +$505K +48,560 New
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$550K +$499K +47,976 New
RHJA
68
Rice Hall James & Associates
California
$526K +$477K +45,912 New
PPA
69
Parametric Portfolio Associates
Washington
$485K +$440K +42,340 New
Deutsche Bank
70
Deutsche Bank
Germany
$476K +$433K +41,696 New
Bank of America
71
Bank of America
North Carolina
$467K +$424K +40,812 New
ISL
72
Ingalls & Snyder LLC
New York
$465K +$422K +40,628 New
CCM
73
Coe Capital Management
Illinois
$458K +$416K +40,000 New
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$434K +$394K +37,924 New
PP
75
PDT Partners
New York
$433K +$393K +37,836 New
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3
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AX Hedge Fund Activity: Q2 2013 in Review

109 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2013, worth a combined $358M.

Buyers outnumbered sellers: 109 funds opened new AX positions and 0 closed out — a net gain of 109 holders — while 0 added to existing stakes and 0 trimmed.

  • 109 institutional investors held Axos Financial (AX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $358M of Axos Financial stock for Q2 2013.
  • 109 funds opened new Axos Financial positions in Q2 2013 and 0 closed out, a net change of +109 holders.

Based on aggregated 13F filings for Q2 2013.