Axos Financial
224 hedge funds and large institutions have $1.41B invested in Axos Financial in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 20 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
12% more capital invested
Capital invested by funds: $1.26B → $1.41B (+$153M)
1.75% more ownership
Funds ownership: 74.15% → 75.9% (+1.8%)
1% less funds holding
Funds holding: 226 → 224 (-2)
15% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 87
31% less call options, than puts
Call options by funds: $15.7M | Put options by funds: $22.8M
Top Buyers
Top Sellers
| 1 |
Millennium Management
New York
|
-$7.02M |
| 2 |
FG
Formula Growth
Montreal,
Quebec, Canada
|
-$6.27M |
| 3 |
D.E. Shaw & Co
New York
|
-$3.29M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.27M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.24M |
AX Hedge Fund Activity: Q4 2019 in Review
224 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2019, worth a combined $1.41B — up 12% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AX positions and 20 closed out — a net gain of 4 holders — while 74 added to existing stakes and 87 trimmed.
The largest buyer was Emerald Mutual Fund Advisers Trust, opening a new position worth an estimated $14.4M. The largest seller was Millennium Management, cutting an estimated $7.02M.
- 224 institutional investors held Axos Financial (AX) as of Q4 2019, down from 226 in Q3 2019.
- Funds reported $1.41B of Axos Financial stock for Q4 2019, up 12% quarter-over-quarter.
- 24 funds opened new Axos Financial positions in Q4 2019 and 20 closed out, a net change of +4 holders.
- The largest Axos Financial buyer in Q4 2019 was Emerald Mutual Fund Advisers Trust, an estimated $14.4M added.
- The largest Axos Financial seller in Q4 2019 was Millennium Management, an estimated $7.02M sold.
Based on aggregated 13F filings for Q4 2019.