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Axos Financial
AX

175 hedge funds and large institutions have $1.09B invested in Axos Financial in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 51

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

27% more capital invested

Capital invested by funds: $860M → $1.09B (+$232M)

4% more funds holding

Funds holding: 169 → 175 (+6)

79% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $75.5M

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
4.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
26
Increased
78
Reduced
51
Closed
19
Calls
$15.7M
Puts
$75.5M
Net Calls
-$59.8M
Net Calls Change
-$39.4M

Top Buyers

1
GA
Geneva Advisors
Illinois
+$12.5M
2
N
Nuveen
North Carolina
+$11.7M
3
William Blair & Company
William Blair & Company
Illinois
+$11.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.7M
5
Invesco
Invesco
Georgia
+$6.94M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$25.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$6.86M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$5.36M
4
AC
Ascend Capital
California
-$3.94M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$3.94M -$445K -20,236 -11%
Charles Schwab
52
Charles Schwab
California
$3.93M +$428K +19,500 +13%
Prudential Financial
53
Prudential Financial
New Jersey
$3.45M +$96.7K +4,400 +3%
OAM
54
Oxford Asset Management
United Kingdom
$3.44M +$1.03M +47,112 +47%
SAS
55
Spectrum Advisory Services
Georgia
$3.34M -$57.1K -2,600 -2%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$2.57M +$114K +5,200 +5%
Creative Planning
57
Creative Planning
Kansas
$2.4M +$435K +19,780 +24%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.34M +$57.5K +2,616 +3%
CS
59
Credit Suisse
Switzerland
$2.28M -$786K -35,784 -27%
Deutsche Bank
60
Deutsche Bank
Germany
$2.19M -$884K -40,256 -30%
TA
61
Teachers Advisors
New York
$2.06M -$9.4K -428 -0.5%
AllianceBernstein
62
AllianceBernstein
Tennessee
$1.96M – – –
ERSOT
63
Employees Retirement System of Texas
Texas
$1.86M – – –
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$1.82M +$298K +13,560 +21%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$1.7M – – –
LI
66
LMCG Investments
Massachusetts
$1.63M +$1.54M +69,968 New
EGM
67
Engineers Gate Manager
New York
$1.58M +$915K +41,632 +158%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.56M +$203K +9,240 +16%
PPA
69
Parametric Portfolio Associates
Washington
$1.54M -$227K -10,336 -14%
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.5M +$35.1K +1,600 +3%
SCM
71
Shelton Capital Management
Colorado
$1.49M – – –
GC
72
Guggenheim Capital
Illinois
$1.43M +$290K +13,188 +27%
FFA
73
First Foundation Advisors
California
$1.41M +$12.7K +580 +1%
Comerica Bank
74
Comerica Bank
Texas
$1.27M -$1.12M -51,004 -48%
Two Sigma Investments
75
Two Sigma Investments
New York
$1.17M +$1.11M +50,412 New
1 2
3
4 5

AX Hedge Fund Activity: Q1 2015 in Review

175 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2015, worth a combined $1.09B — up 27% from $860M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AX positions and 19 closed out — a net gain of 7 holders — while 78 added to existing stakes and 51 trimmed.

The largest buyer was Geneva Advisors, adding an estimated $12.5M. The largest seller was TimesSquare Capital Management, cutting an estimated $25.4M.

  • 175 institutional investors held Axos Financial (AX) as of Q1 2015, up from 169 in Q4 2014.
  • Funds reported $1.09B of Axos Financial stock for Q1 2015, up 27% quarter-over-quarter.
  • 26 funds opened new Axos Financial positions in Q1 2015 and 19 closed out, a net change of +7 holders.
  • The largest Axos Financial buyer in Q1 2015 was Geneva Advisors, an estimated $12.5M added.
  • The largest Axos Financial seller in Q1 2015 was TimesSquare Capital Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2015.