Axos Financial
244 hedge funds and large institutions have $1.71B invested in Axos Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 30 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 80
7% more capital invested
Capital invested by funds: $1.61B → $1.71B (+$105M)
0.14% more ownership
Funds ownership: 78.38% → 78.52% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less funds holding
Funds holding: 251 → 244 (-7)
13% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 30
93% less call options, than puts
Call options by funds: $1.39M | Put options by funds: $19.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.3M |
| 2 |
BlackRock
New York
|
+$10.3M |
| 3 |
Goldman Sachs
New York
|
+$7.76M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$6.5M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.1M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$13.9M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$5.13M |
| 4 |
FAM
Fred Alger Management
New York
|
-$3M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.86M |
AX Hedge Fund Activity: Q4 2022 in Review
244 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2022, worth a combined $1.71B — up 6.5% from $1.61B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of AX and 26 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 91 added.
The largest buyer was Vanguard Group, adding an estimated $16.3M. The largest seller was Ameriprise, cutting an estimated $17.1M.
- 244 institutional investors held Axos Financial (AX) as of Q4 2022, down from 251 in Q3 2022.
- Funds reported $1.71B of Axos Financial stock for Q4 2022, up 6.5% quarter-over-quarter.
- 26 funds opened new Axos Financial positions in Q4 2022 and 30 closed out, a net change of -4 holders.
- The largest Axos Financial buyer in Q4 2022 was Vanguard Group, an estimated $16.3M added.
- The largest Axos Financial seller in Q4 2022 was Ameriprise, an estimated $17.1M sold.
Based on aggregated 13F filings for Q4 2022.