Axos Financial
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.
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
Top Buyers
| 1 |
GA
Geneva Advisors
Chicago,
Illinois
|
+$12.5M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$11.7M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$11.3M |
| 4 |
Bank of New York Mellon
New York
|
+$10.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$6.94M |
Top Sellers
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$25.4M |
| 2 |
Renaissance Technologies
New York
|
-$6.86M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$5.36M |
| 4 |
AC
Ascend Capital
Orinda,
California
|
-$3.94M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.55M |
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.