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Axos Financial
AX

226 hedge funds and large institutions have $1.26B invested in Axos Financial in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

2% more capital invested

Capital invested by funds: $1.23B → $1.26B (+$30.2M)

0.62% more ownership

Funds ownership: 73.53% → 74.15% (+0.62%)

0% less funds holding

Funds holding: 227 → 226 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

7% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 76

77% less call options, than puts

Call options by funds: $5.25M | Put options by funds: $23.3M

Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
4.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
71
Reduced
76
Closed
23
Calls
$5.25M
Puts
$23.3M
Net Calls
-$18.1M
Net Calls Change
+$2.15M

Top Buyers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
+$13.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.96M
3
N
Nuveen
North Carolina
+$5.83M
4
Millennium Management
Millennium Management
New York
+$5.67M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.63M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$18.1M
2
APG Asset Management
APG Asset Management
Netherlands
-$13.1M
3
RA
Royce & Associates
New York
-$4.08M
4
OCM
Osterweis Capital Management
California
-$3.42M
5
State Street
State Street
Massachusetts
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$1.48M +$7.16K +266 +0.5%
SCM
77
Shelton Capital Management
Colorado
$1.47M – – –
AQR Capital Management
78
AQR Capital Management
Connecticut
$1.42M -$705K -26,173 -34%
UBS AM
79
UBS AM
Illinois
$1.4M +$84.3K +3,130 +7%
FFA
80
First Foundation Advisors
California
$1.33M – – –
Holocene Advisors
81
Holocene Advisors
New York
$1.32M +$595K +22,102 +86%
Stifel Financial
82
Stifel Financial
Missouri
$1.32M -$105K -3,901 -8%
ARTA
83
A.R.T. Advisors
New York
$1.31M +$778K +28,900 +155%
First Trust Advisors
84
First Trust Advisors
Illinois
$1.31M +$477K +17,727 +60%
PI
85
PineBridge Investments
New York
$1.29M +$71.3K +2,650 +6%
SEI Investments
86
SEI Investments
Pennsylvania
$1.23M +$445K +16,545 +62%
CS
87
Credit Suisse
Switzerland
$1.19M +$149K +5,521 +15%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$1.18M -$4.2K -156 -0.4%
AIG
89
American International Group
New York
$1.17M -$14.5K -537 -1%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$1.17M +$1.8K +67 +0.2%
ACM
91
AlphaCrest Capital Management
New York
$1.13M +$1.1M +41,000 New
SOADOR
92
State of Alaska Department of Revenue
Alaska
$1.13M +$607K +22,566 +123%
Citigroup
93
Citigroup
New York
$1.12M +$352K +13,065 +48%
Credit Agricole
94
Credit Agricole
France
$1.11M – – –
Citadel Advisors
95
Citadel Advisors
Florida
$1.1M +$1.07M +39,757 New
TSW
96
Thompson Siegel & Walmsley
Virginia
$1.05M -$96.7K -3,593 -9%
TPSF
97
Texas Permanent School Fund
Texas
$1M -$9.18K -341 -0.9%
BHB
98
Bank Hapoalim BM
Israel
$999K -$189K -7,031 -16%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$976K -$5.2K -193 -0.5%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$974K – – –
2 3
4
5 6

AX Hedge Fund Activity: Q3 2019 in Review

226 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2019, worth a combined $1.26B — up 2.5% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AX and 22 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 71 added.

The largest buyer was Epoch Investment Partners, adding an estimated $13.6M. The largest seller was JP Morgan Chase, cutting an estimated $18.1M.

  • 226 institutional investors held Axos Financial (AX) as of Q3 2019, down from 227 in Q2 2019.
  • Funds reported $1.26B of Axos Financial stock for Q3 2019, up 2.5% quarter-over-quarter.
  • 22 funds opened new Axos Financial positions in Q3 2019 and 23 closed out, a net change of -1 holder.
  • The largest Axos Financial buyer in Q3 2019 was Epoch Investment Partners, an estimated $13.6M added.
  • The largest Axos Financial seller in Q3 2019 was JP Morgan Chase, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2019.