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Axos Financial
AX

237 hedge funds and large institutions have $1.59B invested in Axos Financial in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

9% more funds holding

Funds holding: 218 → 237 (+19)

4% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $1.53B → $1.59B (+$57.3M)

0.82% less ownership

Funds ownership: 84.68% → 83.86% (-0.82%)

66% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $51.8M

Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
43
Increased
79
Reduced
76
Closed
24
Calls
$17.4M
Puts
$51.8M
Net Calls
-$34.5M
Net Calls Change
-$25.5M

Top Buyers

Rank Fund Capital Flow
1
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$20M
2
APG Asset Management
APG Asset Management
Netherlands
+$9.68M
3
BlackRock
BlackRock
New York
+$9.1M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$8.1M
5
BCM
Basswood Capital Management
New York
+$6.23M

Top Sellers

Rank Fund Capital Flow
1
SOMRS
State of Michigan Retirement System
Michigan
-$27.4M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$13.7M
3
EA
Emerald Advisers
Pennsylvania
-$13.4M
4
NFA
Nationwide Fund Advisors
Ohio
-$9.29M
5
OAM
Oxford Asset Management
United Kingdom
-$5.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
76
Aurora Investment Counsel
Georgia
$2.81M +$2.55M +93,937 New
Two Sigma Advisers
77
Two Sigma Advisers
New York
$2.71M +$392K +14,400 +19%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$2.59M – – –
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$2.47M +$483K +17,741 +27%
CAM
80
Covenant Asset Management
New Jersey
$2.37M +$1.33K +49 +0.1%
Allianz Asset Management
81
Allianz Asset Management
Germany
$2.26M -$2.89M -106,386 -58%
Barclays
82
Barclays
United Kingdom
$2.23M +$868K +31,908 +75%
Canada Life
83
Canada Life
Manitoba, Canada
$2.2M -$53K -1,950 -3%
GPGA
84
Grandeur Peak Global Advisors
Utah
$2.13M +$377K +13,875 +24%
TAM
85
Tiverton Asset Management
Delaware
$2.13M -$4.49M -165,226 -70%
LSV Asset Management
86
LSV Asset Management
Illinois
$2.11M – – –
PRCP
87
Pacific Ridge Capital Partners
Oregon
$2.04M +$56.8K +2,090 +3%
Credit Agricole
88
Credit Agricole
France
$1.94M – – –
Bank of America
89
Bank of America
North Carolina
$1.94M -$1.23M -45,304 -41%
Comerica Bank
90
Comerica Bank
Texas
$1.94M -$42.9K -1,577 -3%
Parallax Volatility Advisers
91
Parallax Volatility Advisers
California
$1.92M +$250K +9,198 +17%
RI
92
Ridgewood Investments
New Jersey
$1.86M -$27.2K -1,000 -2%
Two Sigma Investments
93
Two Sigma Investments
New York
$1.83M +$1.18M +43,299 +242%
ROC
94
River Oaks Capital
Minnesota
$1.73M – – –
CS
95
Credit Suisse
Switzerland
$1.68M -$468K -17,218 -23%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$1.68M +$395K +14,522 +35%
SCM
97
Shelton Capital Management
Colorado
$1.59M – – –
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$1.56M -$172K -6,320 -11%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$1.45M +$626K +23,000 +90%
FFA
100
First Foundation Advisors
California
$1.44M – – –
2 3
4
5 6

AX Hedge Fund Activity: Q4 2017 in Review

237 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2017, worth a combined $1.59B — up 3.7% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AX positions and 24 closed out — a net gain of 19 holders — while 79 added to existing stakes and 76 trimmed.

The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $20M. The largest seller was State of Michigan Retirement System, exiting entirely with an estimated $27.4M sold.

  • 237 institutional investors held Axos Financial (AX) as of Q4 2017, up from 218 in Q3 2017.
  • Funds reported $1.59B of Axos Financial stock for Q4 2017, up 3.7% quarter-over-quarter.
  • 43 funds opened new Axos Financial positions in Q4 2017 and 24 closed out, a net change of +19 holders.
  • The largest Axos Financial buyer in Q4 2017 was Mesirow Financial Investment Management - Fixed Income, an estimated $20M added.
  • The largest Axos Financial seller in Q4 2017 was State of Michigan Retirement System, an estimated $27.4M sold.

Based on aggregated 13F filings for Q4 2017.