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Axos Financial
AX

169 hedge funds and large institutions have $860M invested in Axos Financial in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

11% more funds holding

Funds holding: 152 → 169 (+17)

11% more capital invested

Capital invested by funds: $777M → $860M (+$82.9M)

54% less call options, than puts

Call options by funds: $17M | Put options by funds: $37.4M

Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
4.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
34
Increased
66
Reduced
49
Closed
14
Calls
$17M
Puts
$37.4M
Net Calls
-$20.3M
Net Calls Change
-$9.75M

Top Buyers

Rank Fund Capital Flow
1
DAM
Davis Asset Management
California
+$16.1M
2
TCM
TimesSquare Capital Management
New York
+$15.2M
3
PM
Pembroke Management
Quebec, Canada
+$10.5M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$8.6M
5
BFA
BlackRock Fund Advisors
California
+$6.31M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$17.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$12.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.42M
4
NAP
New Amsterdam Partners
New York
-$5.96M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$5.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$2.8M +$120K +6,400 +5%
Deutsche Bank
52
Deutsche Bank
Germany
$2.62M -$1.72M -91,672 -41%
CS
53
Credit Suisse
Switzerland
$2.6M +$464K +24,724 +23%
Comerica Bank
54
Comerica Bank
Texas
$2.06M +$1.02M +54,508 +106%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$2.05M +$8.4K +448 +0.4%
OAM
56
Oxford Asset Management
United Kingdom
$1.98M +$10.2K +544 +0.5%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.9M +$90.1K +4,800 +5%
First Trust Advisors
58
First Trust Advisors
Illinois
$1.83M +$652K +34,760 +58%
TA
59
Teachers Advisors
New York
$1.73M +$180K +9,600 +12%
Morgan Stanley
60
Morgan Stanley
New York
$1.67M -$633K -33,720 -28%
AllianceBernstein
61
AllianceBernstein
Tennessee
$1.64M -$173K -9,200 -10%
Creative Planning
62
Creative Planning
Kansas
$1.63M -$433K -23,084 -22%
ERSOT
63
Employees Retirement System of Texas
Texas
$1.56M -$750K -40,000 -33%
PPA
64
Parametric Portfolio Associates
Washington
$1.49M +$668K +35,596 +87%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$1.42M -$218K -11,620 -14%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$1.26M +$403K +21,480 +49%
SCM
67
Shelton Capital Management
Colorado
$1.24M – – –
Swiss National Bank
68
Swiss National Bank
Switzerland
$1.22M +$37.5K +2,000 +3%
FFA
69
First Foundation Advisors
California
$1.17M – – –
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$1.13M -$48.8K -2,600 -4%
ARTA
71
A.R.T. Advisors
New York
$1.12M +$1.08M +57,600 New
Walleye Trading
72
Walleye Trading
New York
$1.1M +$1.03M +55,048 +4,183%
GA
73
Geneva Advisors
Illinois
$1.05M +$1.01M +54,000 New
AIG
74
American International Group
New York
$986K +$55.6K +2,964 +6%
VP
75
Value Partners
Hong Kong
$973K +$938K +50,000 New
1 2
3
4 5

AX Hedge Fund Activity: Q4 2014 in Review

169 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2014, worth a combined $860M — up 11% from $777M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AX positions and 14 closed out — a net gain of 20 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Davis Asset Management, opening a new position worth an estimated $16.1M. The largest seller was Renaissance Technologies, cutting an estimated $17.8M.

  • 169 institutional investors held Axos Financial (AX) as of Q4 2014, up from 152 in Q3 2014.
  • Funds reported $860M of Axos Financial stock for Q4 2014, up 11% quarter-over-quarter.
  • 34 funds opened new Axos Financial positions in Q4 2014 and 14 closed out, a net change of +20 holders.
  • The largest Axos Financial buyer in Q4 2014 was Davis Asset Management, an estimated $16.1M added.
  • The largest Axos Financial seller in Q4 2014 was Renaissance Technologies, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2014.