Axos Financial
217 hedge funds and large institutions have $994M invested in Axos Financial in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 18 closing their positions.
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
20% more capital invested
Capital invested by funds: $830M → $994M (+$164M)
8% more funds holding
Funds holding: 201 → 217 (+16)
7% more call options, than puts
Call options by funds: $8.86M | Put options by funds: $8.26M
0.78% more ownership
Funds ownership: 74.76% → 75.54% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$4.46M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.22M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.08M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.88M |
| 5 |
Renaissance Technologies
New York
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$8.62M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.57M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$4.42M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$4.11M |
AX Hedge Fund Activity: Q2 2020 in Review
217 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2020, worth a combined $994M — up 20% from $830M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new AX positions and 18 closed out — a net gain of 17 holders — while 67 added to existing stakes and 70 trimmed.
The largest buyer was Northern Trust, adding an estimated $4.46M. The largest seller was Basswood Capital Management, cutting an estimated $8.62M.
- 217 institutional investors held Axos Financial (AX) as of Q2 2020, up from 201 in Q1 2020.
- Funds reported $994M of Axos Financial stock for Q2 2020, up 20% quarter-over-quarter.
- 35 funds opened new Axos Financial positions in Q2 2020 and 18 closed out, a net change of +17 holders.
- The largest Axos Financial buyer in Q2 2020 was Northern Trust, an estimated $4.46M added.
- The largest Axos Financial seller in Q2 2020 was Basswood Capital Management, an estimated $8.62M sold.
Based on aggregated 13F filings for Q2 2020.