Axos Financial
172 hedge funds and large institutions have $725M invested in Axos Financial in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 40 reducing their positions, and 28 closing their positions.
98% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 40
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 28
5% more funds holding
Funds holding: 164 → 172 (+8)
4% less capital invested
Capital invested by funds: $754M → $725M (-$29.5M)
29% less call options, than puts
Call options by funds: $20M | Put options by funds: $28.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
+$20.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$12.1M |
| 3 |
AC
Ascend Capital
Orinda,
California
|
+$7.44M |
| 4 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$7.27M |
| 5 |
NAP
New Amsterdam Partners
New York
|
+$5.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Antipodean Advisors
New York
|
-$12M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$8.29M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.9M |
| 4 |
ICM
IronBridge Capital Management
Oakbrook Terrace,
Illinois
|
-$6.46M |
| 5 |
ACMM
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
|
-$6.08M |
AX Hedge Fund Activity: Q2 2014 in Review
172 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2014, worth a combined $725M — down 3.9% from $754M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AX positions and 28 closed out — a net gain of 8 holders — while 79 added to existing stakes and 40 trimmed.
The largest buyer was TAMRO Capital Partners, adding an estimated $20.2M. The largest seller was Antipodean Advisors, exiting entirely with an estimated $12M sold.
- 172 institutional investors held Axos Financial (AX) as of Q2 2014, up from 164 in Q1 2014.
- Funds reported $725M of Axos Financial stock for Q2 2014, down 3.9% quarter-over-quarter.
- 36 funds opened new Axos Financial positions in Q2 2014 and 28 closed out, a net change of +8 holders.
- The largest Axos Financial buyer in Q2 2014 was TAMRO Capital Partners, an estimated $20.2M added.
- The largest Axos Financial seller in Q2 2014 was Antipodean Advisors, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2014.