Axos Financial
192 hedge funds and large institutions have $1.29B invested in Axos Financial in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 21 closing their positions.
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
43% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 54
18% more capital invested
Capital invested by funds: $1.09B → $1.29B (+$202M)
10% more funds holding
Funds holding: 175 → 192 (+17)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
83% less call options, than puts
Call options by funds: $21.4M | Put options by funds: $124M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.8M |
| 2 |
Bank of New York Mellon
New York
|
+$26M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$10.9M |
| 4 |
DAM
Davis Asset Management
Sausalito,
California
|
+$8.18M |
| 5 |
GA
Geneva Advisors
Chicago,
Illinois
|
+$7.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$35.4M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$9.35M |
| 3 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$6.97M |
| 4 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$6.09M |
| 5 |
AC
Ascend Capital
Orinda,
California
|
-$5.93M |
AX Hedge Fund Activity: Q2 2015 in Review
192 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2015, worth a combined $1.29B — up 18% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new AX positions and 21 closed out — a net gain of 19 holders — while 77 added to existing stakes and 54 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $26.8M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $35.4M sold.
- 192 institutional investors held Axos Financial (AX) as of Q2 2015, up from 175 in Q1 2015.
- Funds reported $1.29B of Axos Financial stock for Q2 2015, up 18% quarter-over-quarter.
- 40 funds opened new Axos Financial positions in Q2 2015 and 21 closed out, a net change of +19 holders.
- The largest Axos Financial buyer in Q2 2015 was Fidelity Investments, an estimated $26.8M added.
- The largest Axos Financial seller in Q2 2015 was TimesSquare Capital Management, an estimated $35.4M sold.
Based on aggregated 13F filings for Q2 2015.