Axos Financial
233 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 22 closing their positions.
108% more call options, than puts
Call options by funds: $8.6M | Put options by funds: $4.14M
1.05% more ownership
Funds ownership: 75.92% → 76.96% (+1%)
0% more capital invested
Capital invested by funds: $2.1B → $2.11B (+$8.75M)
0% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 22
0% less funds holding
Funds holding: 234 → 233 (-1)
23% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 91
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.3M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$14.6M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$14M |
| 5 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$9.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$14.4M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$12.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.37M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$7.81M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.62M |
AX Hedge Fund Activity: Q2 2021 in Review
233 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2021, worth a combined $2.11B — up 0.42% from $2.1B a quarter earlier.
Fund positioning in AX was balanced in Q2 2021: 22 funds opened new positions, 22 closed out, 70 added to existing stakes and 91 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $25.1M. The largest seller was Prudential plc, exiting entirely with an estimated $14.4M sold.
- 233 institutional investors held Axos Financial (AX) as of Q2 2021, down from 234 in Q1 2021.
- Funds reported $2.11B of Axos Financial stock for Q2 2021, up 0.42% quarter-over-quarter.
- 22 funds opened new Axos Financial positions in Q2 2021 and 22 closed out, a net change of 0 holders.
- The largest Axos Financial buyer in Q2 2021 was Fidelity Investments, an estimated $25.1M added.
- The largest Axos Financial seller in Q2 2021 was Prudential plc, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2021.