Axos Financial
240 hedge funds and large institutions have $1.31B invested in Axos Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 94 reducing their positions, and 33 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more capital invested
Capital invested by funds: $1.17B → $1.31B (+$143M)
0.18% more ownership
Funds ownership: 74.12% → 74.3% (+0.18%)
2% less funds holding
Funds holding: 245 → 240 (-5)
12% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 33
30% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 94
83% less call options, than puts
Call options by funds: $4.72M | Put options by funds: $27.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$26.4M |
| 2 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$7.21M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$4.04M |
| 4 |
D.E. Shaw & Co
New York
|
+$3.59M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$23.8M |
| 2 |
BlackRock
New York
|
-$9.16M |
| 3 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
-$5.28M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$5.14M |
| 5 |
Renaissance Technologies
New York
|
-$4.66M |
AX Hedge Fund Activity: Q1 2019 in Review
240 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2019, worth a combined $1.31B — up 12% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of AX and 29 opened new positions — a net loss of 4 holders — while 94 trimmed existing stakes and 66 added.
The largest buyer was Pembroke Management, opening a new position worth an estimated $26.4M. The largest seller was Vanguard Group, cutting an estimated $23.8M.
- 240 institutional investors held Axos Financial (AX) as of Q1 2019, down from 245 in Q4 2018.
- Funds reported $1.31B of Axos Financial stock for Q1 2019, up 12% quarter-over-quarter.
- 29 funds opened new Axos Financial positions in Q1 2019 and 33 closed out, a net change of -4 holders.
- The largest Axos Financial buyer in Q1 2019 was Pembroke Management, an estimated $26.4M added.
- The largest Axos Financial seller in Q1 2019 was Vanguard Group, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2019.