Axos Financial
237 hedge funds and large institutions have $1.59B invested in Axos Financial in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 24 closing their positions.
79% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 24
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
9% more funds holding
Funds holding: 218 → 237 (+19)
4% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 76
0.82% less ownership
Funds ownership: 84.68% → 83.86% (-0.82%)
13% less capital inflows, than outflows
Capital inflows: $110M | Capital outflows: $126M
66% less call options, than puts
Call options by funds: $17.8M | Put options by funds: $52.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$20M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$9.7M |
| 3 |
BlackRock
New York
|
+$9.1M |
| 4 |
Janus Henderson Group
London,
|
+$8.1M |
| 5 |
Basswood Capital Management
New York
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of Michigan Retirement System
Lansing,
Michigan
|
-$27.4M |
| 2 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$13.7M |
| 3 |
Emerald Advisers
Leola,
Pennsylvania
|
-$13.4M |
| 4 |
Nationwide Fund Advisors
Columbus,
Ohio
|
-$9.29M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$5.99M |
AX Hedge Fund Activity: Q4 2017 in Review
237 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2017, worth a combined $1.59B — up 3.9% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AX positions and 24 closed out — a net gain of 19 holders — while 79 added to existing stakes and 76 trimmed.
The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $20M. The largest seller was State of Michigan Retirement System, exiting entirely with an estimated $27.4M sold.
- 237 institutional investors held Axos Financial (AX) as of Q4 2017, up from 218 in Q3 2017.
- Funds reported $1.59B of Axos Financial stock for Q4 2017, up 3.9% quarter-over-quarter.
- 43 funds opened new Axos Financial positions in Q4 2017 and 24 closed out, a net change of +19 holders.
- The largest Axos Financial buyer in Q4 2017 was Mesirow Financial Investment Management - Fixed Income, an estimated $20M added.
- The largest Axos Financial seller in Q4 2017 was State of Michigan Retirement System, an estimated $27.4M sold.
Based on aggregated 13F filings for Q4 2017.