Axos Financial
245 hedge funds and large institutions have $1.17B invested in Axos Financial in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 37 closing their positions.
49% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 37
7% more funds holding
Funds holding: 230 → 245 (+15)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.03% less ownership
Funds ownership: 74.15% → 74.12% (-0.03%)
27% less capital invested
Capital invested by funds: $1.6B → $1.17B (-$428M)
34% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 85
40% less call options, than puts
Call options by funds: $10.1M | Put options by funds: $16.7M
Top Buyers
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$10.9M |
| 2 |
STB
S&T Bank
Indiana,
Pennsylvania
|
+$9.56M |
| 3 |
QI
QS Investors
New York
|
+$6.08M |
| 4 |
Renaissance Technologies
New York
|
+$5.58M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$5.1M |
Top Sellers
| 1 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
-$14.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$13.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.82M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$6.79M |
| 5 |
JP Morgan Chase
New York
|
-$6.69M |
AX Hedge Fund Activity: Q4 2018 in Review
245 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2018, worth a combined $1.17B — down 27% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AX positions and 37 closed out — a net gain of 18 holders — while 56 added to existing stakes and 85 trimmed.
The largest buyer was Rice Hall James & Associates, adding an estimated $10.9M. The largest seller was Vertex One Asset Management, cutting an estimated $14.8M.
- 245 institutional investors held Axos Financial (AX) as of Q4 2018, up from 230 in Q3 2018.
- Funds reported $1.17B of Axos Financial stock for Q4 2018, down 27% quarter-over-quarter.
- 55 funds opened new Axos Financial positions in Q4 2018 and 37 closed out, a net change of +18 holders.
- The largest Axos Financial buyer in Q4 2018 was Rice Hall James & Associates, an estimated $10.9M added.
- The largest Axos Financial seller in Q4 2018 was Vertex One Asset Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2018.