We are live on ! Find out more
AX icon

Axos Financial
AX

236 hedge funds and large institutions have $1.7B invested in Axos Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $2.95M

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

62% more capital invested

Capital invested by funds: $1.05B → $1.7B (+$650M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

15% more funds holding

Funds holding: 206 → 236 (+30)

1.18% more ownership

Funds ownership: 75.77% → 76.95% (+1.2%)

28% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 81

Holders
236
Holders Change
+30
Holders Change %
+14.56%
% of All Funds
4.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
52
Increased
58
Reduced
81
Closed
22
Calls
$10.1M
Puts
$2.95M
Net Calls
+$7.17M
Net Calls Change
+$3.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$13M
2
BlackRock
BlackRock
New York
+$12.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.94M
4
DAM
Davis Asset Management
California
+$2.77M
5
APG Asset Management
APG Asset Management
Netherlands
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$18M
2
EIP
Epoch Investment Partners
New York
-$4.99M
3
KCM
Kennedy Capital Management
Missouri
-$4.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.02M
5
MG
Magnolia Group
Nebraska
-$3.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
76
PEAK6 Investments
Illinois
$2.14M +$916K +28,962 +103%
SEI Investments
77
SEI Investments
Pennsylvania
$2.12M +$789K +24,958 +82%
Deutsche Bank
78
Deutsche Bank
Germany
$1.96M -$1.71M -54,002 -51%
FPA
79
First Pacific Advisors
California
$1.93M +$1.62M +51,394 New
Voloridge Investment Management
80
Voloridge Investment Management
Florida
$1.9M +$1.6M +50,631 New
Canada Life
81
Canada Life
Manitoba, Canada
$1.89M -$241K -7,615 -13%
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$1.83M – – –
RJFSA
83
Raymond James Financial Services Advisors
Florida
$1.69M +$202K +6,375 +16%
Goldman Sachs
84
Goldman Sachs
New York
$1.61M -$2.44M -77,323 -64%
UBS AM
85
UBS AM
Illinois
$1.6M – – –
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$1.6M -$12.9K -408 -1%
RCG
87
Rock Creek Group
District of Columbia
$1.57M -$572K -18,103 -30%
TPSF
88
Texas Permanent School Fund
Texas
$1.55M -$225K -7,112 -15%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$1.54M -$20.5K -650 -2%
PP
90
PDT Partners
New York
$1.52M -$167K -5,283 -12%
HighTower Advisors
91
HighTower Advisors
Illinois
$1.51M +$1.28M +40,332 New
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$1.51M -$10.8K -341 -0.8%
SOADOR
93
State of Alaska Department of Revenue
Alaska
$1.5M -$267K -8,451 -17%
COPPSERS
94
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.49M -$12K -380 -0.9%
FG
95
Formula Growth
Quebec, Canada
$1.49M – – –
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$1.38M +$1.17M +36,856 New
Millennium Management
97
Millennium Management
New York
$1.37M +$83.5K +2,641 +8%
BMSSC
98
B. Metzler seel. Sohn & Co
Germany
$1.37M +$1.16M +36,621 New
VCM
99
Virtue Capital Management
Tennessee
$1.35M +$1.14M +35,977 New
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$1.28M -$9.48K -300 -0.9%
2 3
4
5 6

AX Hedge Fund Activity: Q4 2020 in Review

236 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2020, worth a combined $1.7B — up 62% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AX positions and 22 closed out — a net gain of 30 holders — while 58 added to existing stakes and 81 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $13M. The largest seller was Basswood Capital Management, cutting an estimated $18M.

  • 236 institutional investors held Axos Financial (AX) as of Q4 2020, up from 206 in Q3 2020.
  • Funds reported $1.7B of Axos Financial stock for Q4 2020, up 62% quarter-over-quarter.
  • 52 funds opened new Axos Financial positions in Q4 2020 and 22 closed out, a net change of +30 holders.
  • The largest Axos Financial buyer in Q4 2020 was JP Morgan Chase, an estimated $13M added.
  • The largest Axos Financial seller in Q4 2020 was Basswood Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2020.