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Axos Financial
AX

234 hedge funds and large institutions have $2.1B invested in Axos Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $5.23M

23% more capital invested

Capital invested by funds: $1.7B → $2.1B (+$400M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 236 → 234 (-2)

1.03% less ownership

Funds ownership: 76.95% → 75.92% (-1%)

48% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 100

Holders
234
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
52
Reduced
100
Closed
30
Calls
$13.8M
Puts
$5.23M
Net Calls
+$8.62M
Net Calls Change
+$1.45M

Top Buyers

1
FAM
Fred Alger Management
New York
+$22M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$15.4M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$15.3M
4
BlackRock
BlackRock
New York
+$12.5M
5
Fidelity International
Fidelity International
Bermuda
+$9.31M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$23.4M
2
Invesco
Invesco
Georgia
-$19.3M
3
Northern Trust
Northern Trust
Illinois
-$11.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.97M
5
STB
S&T Bank
Pennsylvania
-$6.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$5.69M – – –
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$5.58M -$1.18M -26,089 -18%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$5.3M -$1.26M -28,031 -20%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.98M -$348K -7,720 -7%
American Century Companies
55
American Century Companies
Missouri
$4.77M +$981K +21,780 +27%
Prudential Financial
56
Prudential Financial
New Jersey
$4.7M -$651K -14,443 -13%
AllianceBernstein
57
AllianceBernstein
Tennessee
$4.16M +$4.37K +97 +0.1%
Jacobs Levy Equity Management
58
Jacobs Levy Equity Management
New Jersey
$4.07M -$6.07M -134,798 -61%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$4.06M -$10.5K -234 -0.3%
Nomura Asset Management
60
Nomura Asset Management
Japan
$3.71M – – –
Deutsche Bank
61
Deutsche Bank
Germany
$3.67M +$1.16M +25,787 +49%
KCM
62
Kennedy Capital Management
Missouri
$3.63M -$331K -7,358 -9%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$3.49M -$2.2M -48,784 -40%
APG Asset Management
64
APG Asset Management
Netherlands
$3.28M -$122K -2,700 -3%
Barclays
65
Barclays
United Kingdom
$3.25M +$465K +10,320 +18%
GC
66
Gratus Capital
Georgia
$3.23M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
67
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.01M +$2.31M +51,278 +401%
LPL Financial
68
LPL Financial
California
$2.97M +$2.38M +52,892 +511%
First Trust Advisors
69
First Trust Advisors
Illinois
$2.91M -$534K -11,859 -16%
Goldman Sachs
70
Goldman Sachs
New York
$2.85M +$803K +17,836 +42%
EIM
71
Essex Investment Management
Massachusetts
$2.71M -$32.2K -715 -1%
CS
72
Credit Suisse
Switzerland
$2.62M +$1.24M +27,560 +98%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$2.61M +$1.39M +30,860 +125%
RI
74
Ridgewood Investments
New Jersey
$2.51M -$63.2K -1,404 -3%
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$2.49M -$1.24M -27,530 -34%
1 2
3
4 5

AX Hedge Fund Activity: Q1 2021 in Review

234 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2021, worth a combined $2.1B — up 23% from $1.7B a quarter earlier.

Fund positioning in AX was balanced in Q1 2021: 30 funds opened new positions, 30 closed out, 52 added to existing stakes and 100 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $22M. The largest seller was Epoch Investment Partners, cutting an estimated $23.4M.

  • 234 institutional investors held Axos Financial (AX) as of Q1 2021, down from 236 in Q4 2020.
  • Funds reported $2.1B of Axos Financial stock for Q1 2021, up 23% quarter-over-quarter.
  • 30 funds opened new Axos Financial positions in Q1 2021 and 30 closed out, a net change of 0 holders.
  • The largest Axos Financial buyer in Q1 2021 was Fred Alger Management, an estimated $22M added.
  • The largest Axos Financial seller in Q1 2021 was Epoch Investment Partners, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2021.