Axos Financial
227 hedge funds and large institutions have $1.23B invested in Axos Financial in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 31 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 72
0.69% less ownership
Funds ownership: 74.22% → 73.53% (-0.69%)
5% less funds holding
Funds holding: 240 → 227 (-13)
7% less capital invested
Capital invested by funds: $1.31B → $1.23B (-$87M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
26% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 31
81% less call options, than puts
Call options by funds: $4.85M | Put options by funds: $25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.52M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$8.71M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$7.42M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$5.15M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$11.6M |
| 2 |
FAM
Fred Alger Management
New York
|
-$10.5M |
| 3 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
-$10.1M |
| 4 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$9.5M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.88M |
AX Hedge Fund Activity: Q2 2019 in Review
227 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2019, worth a combined $1.23B — down 6.6% from $1.31B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of AX and 23 opened new positions — a net loss of 8 holders — while 72 trimmed existing stakes and 80 added.
The largest buyer was Morgan Stanley, adding an estimated $9.52M. The largest seller was APG Asset Management, cutting an estimated $11.6M.
- 227 institutional investors held Axos Financial (AX) as of Q2 2019, down from 240 in Q1 2019.
- Funds reported $1.23B of Axos Financial stock for Q2 2019, down 6.6% quarter-over-quarter.
- 23 funds opened new Axos Financial positions in Q2 2019 and 31 closed out, a net change of -8 holders.
- The largest Axos Financial buyer in Q2 2019 was Morgan Stanley, an estimated $9.52M added.
- The largest Axos Financial seller in Q2 2019 was APG Asset Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2019.