Axos Financial
164 hedge funds and large institutions have $754M invested in Axos Financial in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 12 closing their positions.
200% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 12
18% more capital invested
Capital invested by funds: $640M → $754M (+$114M)
15% more funds holding
Funds holding: 142 → 164 (+22)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 62
26% less call options, than puts
Call options by funds: $28.5M | Put options by funds: $38.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$34.7M |
| 2 |
NAP
New Amsterdam Partners
New York
|
+$21M |
| 3 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
+$16.4M |
| 4 |
AA
Antipodean Advisors
New York
|
+$12M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$13.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.2M |
| 3 |
ACMM
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
|
-$13M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$8.44M |
| 5 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$6.3M |
AX Hedge Fund Activity: Q1 2014 in Review
164 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2014, worth a combined $754M — up 18% from $640M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AX positions and 12 closed out — a net gain of 24 holders — while 55 added to existing stakes and 62 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $34.7M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $13.7M.
- 164 institutional investors held Axos Financial (AX) as of Q1 2014, up from 142 in Q4 2013.
- Funds reported $754M of Axos Financial stock for Q1 2014, up 18% quarter-over-quarter.
- 36 funds opened new Axos Financial positions in Q1 2014 and 12 closed out, a net change of +24 holders.
- The largest Axos Financial buyer in Q1 2014 was JP Morgan Chase, an estimated $34.7M added.
- The largest Axos Financial seller in Q1 2014 was Gilder Gagnon Howe & Co, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2014.