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Axos Financial

218 hedge funds and large institutions have $1.53B invested in Axos Financial in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 83 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $1.33B → $1.53B (+$201M)

6% more funds holding

Funds holding: 206218 (+12)

4.02% less ownership

Funds ownership: 88.69%84.68% (-4%)

25% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 83

31% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $29.4M

Holders
218
Holders Change
+12
Holders Change %
+5.83%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
29
Increased
62
Reduced
83
Closed
13
Calls
$20.4M
Puts
$29.4M
Net Calls
-$9.01M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
201
Advisors Asset Management
Colorado
$29K -$157K -6,019 -86%
SWA
202
Sutton Wealth Advisors
Florida
$25.9K
CG
203
Cutler Group
California
$21K -$48.8K -1,867 -71%
PCA
204
Peddock Capital Advisors
Massachusetts
$20K
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$16K +$14.2K +545 New
YWP
206
YorkBridge Wealth Partners
New York
$14K
AIM
207
Advantage Investment Management
Iowa
$14K +$10K +384 +384%
BTIS
208
BB&T Investment Services
North Carolina
$12K +$2.69K +103 +34%
VIA
209
Vantage Investment Advisors
Pennsylvania
$6K
GT
210
Glenmede Trust
Pennsylvania
$4K -$639K -24,444 -99%
TWA
211
TCI Wealth Advisors
Arizona
$3K
IA
212
IFP Advisors
Florida
$2K
CAW
213
Cornerstone Advisors (Washington)
Washington
$1K
FHA
214
First Horizon Advisors
Tennessee
$1K
PFBT
215
Parkside Financial Bank & Trust
Missouri
$1K
QCG
216
Quadrant Capital Group
Ohio
$1K
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$1K +$470 +18 New
ACM
218
Armbruster Capital Management
New York
$1K +$1.04K +40 New
ECP
219
Elk Creek Partners
Colorado
-$7.91M -333,325 Closed
MAM
220
Majedie Asset Management
United Kingdom
-$2.63M -110,656 Closed
Wellington Management Group
221
Wellington Management Group
Massachusetts
-$1.08M -45,552 Closed
B
222
Barings
North Carolina
-$498K -21,000 Closed
GCP
223
GSA Capital Partners
United Kingdom
-$484K -20,384 Closed
TMC
224
Trellus Management Company
Florida
-$474K -20,000 Closed
FRM
225
Fox Run Management
Connecticut
-$368K -15,500 Closed

AX Hedge Fund Activity: Q3 2017 in Review

218 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2017, worth a combined $1.53B — up 15% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AX positions and 13 closed out — a net gain of 16 holders — while 62 added to existing stakes and 83 trimmed.

The largest buyer was Oxford Asset Management, opening a new position worth an estimated $5.48M. The largest seller was Kennedy Capital Management, cutting an estimated $10.5M.

  • 218 institutional investors held Axos Financial (AX) as of Q3 2017, up from 206 in Q2 2017.
  • Funds reported $1.53B of Axos Financial stock for Q3 2017, up 15% quarter-over-quarter.
  • 29 funds opened new Axos Financial positions in Q3 2017 and 13 closed out, a net change of +16 holders.
  • The largest Axos Financial buyer in Q3 2017 was Oxford Asset Management, an estimated $5.48M added.
  • The largest Axos Financial seller in Q3 2017 was Kennedy Capital Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2017.