Axos Financial
211 hedge funds and large institutions have $1.36B invested in Axos Financial in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 39 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 62
12% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $15.7M
1% less capital invested
Capital invested by funds: $1.37B → $1.36B (-$7.19M)
8% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 39
2% less funds holding
Funds holding: 215 → 211 (-4)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$32.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.11M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$8.32M |
| 4 |
BCM
Basswood Capital Management
New York
|
+$6.55M |
| 5 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$39.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$17.9M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$12.4M |
| 4 |
HCM
Highbridge Capital Management
New York
|
-$8.43M |
| 5 |
Barclays
London,
United Kingdom
|
-$7.77M |
AX Hedge Fund Activity: Q1 2016 in Review
211 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2016, worth a combined $1.36B — down 0.52% from $1.37B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of AX and 36 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 90 added.
The largest buyer was Invesco, adding an estimated $32.4M. The largest seller was Bank of New York Mellon, cutting an estimated $39.3M.
- 211 institutional investors held Axos Financial (AX) as of Q1 2016, down from 215 in Q4 2015.
- Funds reported $1.36B of Axos Financial stock for Q1 2016, down 0.52% quarter-over-quarter.
- 36 funds opened new Axos Financial positions in Q1 2016 and 39 closed out, a net change of -3 holders.
- The largest Axos Financial buyer in Q1 2016 was Invesco, an estimated $32.4M added.
- The largest Axos Financial seller in Q1 2016 was Bank of New York Mellon, an estimated $39.3M sold.
Based on aggregated 13F filings for Q1 2016.