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Axos Financial
AX

224 hedge funds and large institutions have $1.41B invested in Axos Financial in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $1.26B → $1.41B (+$153M)

1.75% more ownership

Funds ownership: 74.15% → 75.9% (+1.8%)

1% less funds holding

Funds holding: 226 → 224 (-2)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

31% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $22.8M

Holders
224
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
4.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
24
Increased
74
Reduced
87
Closed
20
Calls
$15.7M
Puts
$22.8M
Net Calls
-$7.11M
Net Calls Change
+$10.9M

Top Buyers

1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$14.4M
2
EA
Emerald Advisers
Pennsylvania
+$14.4M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$8.51M
4
Man Group
Man Group
United Kingdom
+$7.37M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.58M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$7.02M
2
FG
Formula Growth
Quebec, Canada
-$6.27M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.29M
4
Ameriprise
Ameriprise
Minnesota
-$3.27M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
76
Millennium Management
New York
$1.73M -$7.02M -240,150 -81%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$1.69M +$67.1K +2,295 +4%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.58M -$3.24M -110,911 -68%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$1.57M -$292K -10,000 -16%
SEI Investments
80
SEI Investments
Pennsylvania
$1.5M +$140K +4,802 +11%
UBS Group
81
UBS Group
Switzerland
$1.49M +$1.14M +38,971 +375%
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$1.47M +$1.42M +48,671 New
UBS AM
83
UBS AM
Illinois
$1.47M -$65.5K -2,242 -4%
SCM
84
Shelton Capital Management
Colorado
$1.43M -$164K -5,604 -11%
Comerica Bank
85
Comerica Bank
Texas
$1.43M +$3.3K +113 +0.2%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$1.4M +$110K +3,766 +9%
CS
87
Credit Suisse
Switzerland
$1.39M +$78K +2,669 +6%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$1.38M +$354K +12,110 +36%
Stifel Financial
89
Stifel Financial
Missouri
$1.37M -$74.6K -2,553 -5%
TSW
90
Thompson Siegel & Walmsley
Virginia
$1.35M +$201K +6,870 +18%
OTPPB
91
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.34M +$1.3M +44,418 New
First Trust Advisors
92
First Trust Advisors
Illinois
$1.33M -$104K -3,552 -7%
FFA
93
First Foundation Advisors
California
$1.3M -$146K -5,000 -10%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$1.29M +$3.74K +128 +0.3%
Bank of America
95
Bank of America
North Carolina
$1.28M -$938K -32,095 -43%
AIG
96
American International Group
New York
$1.25M -$30.8K -1,053 -2%
PP
97
PDT Partners
New York
$1.23M +$1.19M +40,611 New
SOADOR
98
State of Alaska Department of Revenue
Alaska
$1.22M -$19.4K -664 -2%
Two Sigma Investments
99
Two Sigma Investments
New York
$1.21M +$786K +26,900 +206%
OAM
100
Oxford Asset Management
United Kingdom
$1.14M +$719K +24,600 +190%
2 3
4
5 6

AX Hedge Fund Activity: Q4 2019 in Review

224 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2019, worth a combined $1.41B — up 12% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AX positions and 20 closed out — a net gain of 4 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, opening a new position worth an estimated $14.4M. The largest seller was Millennium Management, cutting an estimated $7.02M.

  • 224 institutional investors held Axos Financial (AX) as of Q4 2019, down from 226 in Q3 2019.
  • Funds reported $1.41B of Axos Financial stock for Q4 2019, up 12% quarter-over-quarter.
  • 24 funds opened new Axos Financial positions in Q4 2019 and 20 closed out, a net change of +4 holders.
  • The largest Axos Financial buyer in Q4 2019 was Emerald Mutual Fund Advisers Trust, an estimated $14.4M added.
  • The largest Axos Financial seller in Q4 2019 was Millennium Management, an estimated $7.02M sold.

Based on aggregated 13F filings for Q4 2019.