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Axos Financial

218 hedge funds and large institutions have $1.53B invested in Axos Financial in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 83 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $1.33B → $1.53B (+$201M)

6% more funds holding

Funds holding: 206218 (+12)

4.02% less ownership

Funds ownership: 88.69%84.68% (-4%)

25% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 83

31% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $29.4M

Holders
218
Holders Change
+12
Holders Change %
+5.83%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
29
Increased
62
Reduced
83
Closed
13
Calls
$20.4M
Puts
$29.4M
Net Calls
-$9.01M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$4.56M +$901K +34,485 +27%
TCIM
52
TIAA CREF Investment Management
New York
$4.52M -$63.4K -2,425 -2%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$4.37M -$6.39M -244,396 -61%
Axa
54
Axa
France
$4.23M +$465K +17,800 +14%
PPA
55
Parametric Portfolio Associates
Washington
$4M +$933K +35,703 +34%
CIS
56
Connors Investor Services
Pennsylvania
$3.86M -$20.2K -772 -0.6%
BCM
57
Bridgeway Capital Management
Texas
$3.84M +$653K +25,000 +23%
RFWA
58
RPg Family Wealth Advisory
Massachusetts
$3.84M +$33K +1,262 +0.9%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$3.56M +$36.4K +1,395 +1%
GC
60
Guggenheim Capital
Illinois
$3.47M -$36.8K -1,409 -1%
MC
61
Maverick Capital
Texas
$3.46M +$3.18M +121,603 New
GC
62
Gratus Capital
Georgia
$3.44M
Legal & General Group
63
Legal & General Group
United Kingdom
$3.35M +$73.5K +2,815 +2%
SI
64
Scout Investments
Missouri
$3.31M -$1.31K -50 -0%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$3.17M
First Trust Advisors
66
First Trust Advisors
Illinois
$3.15M -$663K -25,363 -19%
Wells Fargo
67
Wells Fargo
California
$3.15M +$369K +14,118 +15%
Bank of America
68
Bank of America
North Carolina
$3.14M +$21.3K +814 +0.7%
TA
69
Teachers Advisors
New York
$3.09M +$5.67K +217 +0.2%
Prudential Financial
70
Prudential Financial
New Jersey
$3.07M +$255K +9,760 +10%
JC
71
JCSD Capital
California
$2.99M
Creative Planning
72
Creative Planning
Kansas
$2.85M -$179K -6,854 -6%
UBS Group
73
UBS Group
Switzerland
$2.76M +$303K +11,584 +14%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.73M -$268K -10,239 -10%
Swiss National Bank
75
Swiss National Bank
Switzerland
$2.67M

AX Hedge Fund Activity: Q3 2017 in Review

218 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2017, worth a combined $1.53B — up 15% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AX positions and 13 closed out — a net gain of 16 holders — while 62 added to existing stakes and 83 trimmed.

The largest buyer was Oxford Asset Management, opening a new position worth an estimated $5.48M. The largest seller was Kennedy Capital Management, cutting an estimated $10.5M.

  • 218 institutional investors held Axos Financial (AX) as of Q3 2017, up from 206 in Q2 2017.
  • Funds reported $1.53B of Axos Financial stock for Q3 2017, up 15% quarter-over-quarter.
  • 29 funds opened new Axos Financial positions in Q3 2017 and 13 closed out, a net change of +16 holders.
  • The largest Axos Financial buyer in Q3 2017 was Oxford Asset Management, an estimated $5.48M added.
  • The largest Axos Financial seller in Q3 2017 was Kennedy Capital Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2017.