Axos Financial
218 hedge funds and large institutions have $1.53B invested in Axos Financial in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 83 reducing their positions, and 13 closing their positions.
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more capital invested
Capital invested by funds: $1.33B → $1.53B (+$201M)
6% more funds holding
Funds holding: 206 → 218 (+12)
4.02% less ownership
Funds ownership: 88.69% → 84.68% (-4%)
25% less call options, than puts
Call options by funds: $22.4M | Put options by funds: $29.9M
25% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$5.48M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
+$3.18M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$3.11M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.72M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$10.5M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$8.29M |
| 3 |
ECP
Elk Creek Partners
Denver,
Colorado
|
-$7.91M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$6.84M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.39M |
AX Hedge Fund Activity: Q3 2017 in Review
218 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2017, worth a combined $1.53B — up 15% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new AX positions and 13 closed out — a net gain of 16 holders — while 62 added to existing stakes and 83 trimmed.
The largest buyer was Oxford Asset Management, opening a new position worth an estimated $5.48M. The largest seller was Kennedy Capital Management, cutting an estimated $10.5M.
- 218 institutional investors held Axos Financial (AX) as of Q3 2017, up from 206 in Q2 2017.
- Funds reported $1.53B of Axos Financial stock for Q3 2017, up 15% quarter-over-quarter.
- 29 funds opened new Axos Financial positions in Q3 2017 and 13 closed out, a net change of +16 holders.
- The largest Axos Financial buyer in Q3 2017 was Oxford Asset Management, an estimated $5.48M added.
- The largest Axos Financial seller in Q3 2017 was Kennedy Capital Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2017.