Axos Financial
261 hedge funds and large institutions have $1.82B invested in Axos Financial in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 27 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
4% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 92
0% more funds holding
Funds holding: 260 → 261 (+1)
0% less ownership
Funds ownership: 81.45% → 81.45% (-0%)
4% less capital invested
Capital invested by funds: $1.9B → $1.82B (-$78.5M)
78% less call options, than puts
Call options by funds: $18.3M | Put options by funds: $81.6M
Top Buyers
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$35.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$10.6M |
| 3 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$9.53M |
| 4 |
Millennium Management
New York
|
+$8.62M |
| 5 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$7.88M |
Top Sellers
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$45.5M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$36.9M |
| 3 |
State Street
Boston,
Massachusetts
|
-$12.4M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$11.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.4M |
AX Hedge Fund Activity: Q3 2023 in Review
261 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2023, worth a combined $1.82B — down 4.1% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AX positions and 27 closed out — a net gain of 4 holders — while 96 added to existing stakes and 92 trimmed.
The largest buyer was American Century Companies, adding an estimated $35.7M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $45.5M sold.
- 261 institutional investors held Axos Financial (AX) as of Q3 2023, up from 260 in Q2 2023.
- Funds reported $1.82B of Axos Financial stock for Q3 2023, down 4.1% quarter-over-quarter.
- 31 funds opened new Axos Financial positions in Q3 2023 and 27 closed out, a net change of +4 holders.
- The largest Axos Financial buyer in Q3 2023 was American Century Companies, an estimated $35.7M added.
- The largest Axos Financial seller in Q3 2023 was Fuller & Thaler Asset Management, an estimated $45.5M sold.
Based on aggregated 13F filings for Q3 2023.