Axos Financial
247 hedge funds and large institutions have $1.94B invested in Axos Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 94 reducing their positions, and 31 closing their positions.
3% less capital invested
Capital invested by funds: $2B → $1.94B (-$62.7M)
2.5% less ownership
Funds ownership: 79.21% → 76.71% (-2.5%)
5% less funds holding
Funds holding: 261 → 247 (-14)
15% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 94
39% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 31
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
60% less call options, than puts
Call options by funds: $24.9M | Put options by funds: $62.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.1M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$19.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$13.7M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$10.3M |
| 5 |
BlackRock
New York
|
+$8.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$36.7M |
| 2 |
DAM
Davis Asset Management
Sausalito,
California
|
-$28M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$14.3M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$12.6M |
| 5 |
FAM
Fred Alger Management
New York
|
-$10.4M |
AX Hedge Fund Activity: Q2 2018 in Review
247 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2018, worth a combined $1.94B — down 3.1% from $2B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of AX and 19 opened new positions — a net loss of 12 holders — while 94 trimmed existing stakes and 80 added.
The largest buyer was Vanguard Group, adding an estimated $27.1M. The largest seller was Invesco, cutting an estimated $36.7M.
- 247 institutional investors held Axos Financial (AX) as of Q2 2018, down from 261 in Q1 2018.
- Funds reported $1.94B of Axos Financial stock for Q2 2018, down 3.1% quarter-over-quarter.
- 19 funds opened new Axos Financial positions in Q2 2018 and 31 closed out, a net change of -12 holders.
- The largest Axos Financial buyer in Q2 2018 was Vanguard Group, an estimated $27.1M added.
- The largest Axos Financial seller in Q2 2018 was Invesco, an estimated $36.7M sold.
Based on aggregated 13F filings for Q2 2018.