Axos Financial
260 hedge funds and large institutions have $1.9B invested in Axos Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 33 closing their positions.
12% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 33
9% more capital invested
Capital invested by funds: $1.75B → $1.9B (+$153M)
2.61% more ownership
Funds ownership: 78.84% → 81.45% (+2.6%)
2% more funds holding
Funds holding: 256 → 260 (+4)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
25% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 104
77% less call options, than puts
Call options by funds: $7.65M | Put options by funds: $32.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$11.5M |
| 2 |
DAM
Davis Asset Management
Sausalito,
California
|
+$8.72M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.01M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$6.97M |
| 5 |
Millennium Management
New York
|
+$6.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$12.6M |
| 2 |
BlackRock
New York
|
-$10.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.79M |
| 5 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$4.46M |
AX Hedge Fund Activity: Q2 2023 in Review
260 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2023, worth a combined $1.9B — up 8.7% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AX positions and 33 closed out — a net gain of 4 holders — while 78 added to existing stakes and 104 trimmed.
The largest buyer was State Street, adding an estimated $11.5M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $12.6M.
- 260 institutional investors held Axos Financial (AX) as of Q2 2023, up from 256 in Q1 2023.
- Funds reported $1.9B of Axos Financial stock for Q2 2023, up 8.7% quarter-over-quarter.
- 37 funds opened new Axos Financial positions in Q2 2023 and 33 closed out, a net change of +4 holders.
- The largest Axos Financial buyer in Q2 2023 was State Street, an estimated $11.5M added.
- The largest Axos Financial seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2023.