Axos Financial
152 hedge funds and large institutions have $777M invested in Axos Financial in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 34 closing their positions.
7% more capital invested
Capital invested by funds: $725M → $777M (+$52.4M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
12% less funds holding
Funds holding: 172 → 152 (-20)
15% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 59
35% less call options, than puts
Call options by funds: $19.3M | Put options by funds: $29.9M
59% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 34
Top Buyers
Top Sellers
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$15.4M |
| 2 |
Renaissance Technologies
New York
|
-$13.8M |
| 3 |
Two Sigma Investments
New York
|
-$7.67M |
| 4 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$5.21M |
| 5 |
Millennium Management
New York
|
-$4.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BPGAM
176
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| – | -$312K | -16,968 | Closed |
|
177
Jane Street
New York
| – | -$299K | -16,292 | Closed |
|
|
BIG
178
Blackthorn Investment Group
Overland Park,
Kansas
| – | -$294K | -16,000 | Closed |
|
|
PP
179
PDT Partners
New York
| – | -$255K | -13,900 | Closed |
|
|
FAB
180
First American Bank
Dundee,
Illinois
| – | -$225K | -12,240 | Closed |
|
181
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$212K | -11,544 | Closed |
|
|
VFA
182
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$89K | -4,844 | Closed |
|
|
AAM
183
Advisors Asset Management
Monument,
Colorado
| – | -$55K | -3,004 | Closed |
|
184
Parallax Volatility Advisers
San Francisco,
California
| – | -$7K | -400 | Closed |
|
185
US Bancorp
Minneapolis,
Minnesota
| – | -$4K | -236 | Closed |
|
AX Hedge Fund Activity: Q3 2014 in Review
152 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2014, worth a combined $777M — up 7.2% from $725M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of AX and 14 opened new positions — a net loss of 20 holders — while 59 trimmed existing stakes and 50 added.
The largest buyer was Fidelity Investments, adding an estimated $60.7M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $15.4M.
- 152 institutional investors held Axos Financial (AX) as of Q3 2014, down from 172 in Q2 2014.
- Funds reported $777M of Axos Financial stock for Q3 2014, up 7.2% quarter-over-quarter.
- 14 funds opened new Axos Financial positions in Q3 2014 and 34 closed out, a net change of -20 holders.
- The largest Axos Financial buyer in Q3 2014 was Fidelity Investments, an estimated $60.7M added.
- The largest Axos Financial seller in Q3 2014 was Gilder Gagnon Howe & Co, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2014.