Axos Financial
234 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 100 reducing their positions, and 31 closing their positions.
165% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $5.23M
23% more capital invested
Capital invested by funds: $1.71B → $2.11B (+$401M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 31
1.06% less ownership
Funds ownership: 76.97% → 75.91% (-1.1%)
1% less funds holding
Funds holding: 237 → 234 (-3)
48% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$22M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$15.4M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$15.3M |
| 4 |
BlackRock
New York
|
+$12.5M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$9.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$23.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$19.3M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$11.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.97M |
| 5 |
STB
S&T Bank
Indiana,
Pennsylvania
|
-$6.81M |
AX Hedge Fund Activity: Q1 2021 in Review
234 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2021, worth a combined $2.11B — up 23% from $1.71B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of AX and 30 opened new positions — a net loss of 1 holder — while 100 trimmed existing stakes and 52 added.
The largest buyer was Fred Alger Management, adding an estimated $22M. The largest seller was Epoch Investment Partners, cutting an estimated $23.4M.
- 234 institutional investors held Axos Financial (AX) as of Q1 2021, down from 237 in Q4 2020.
- Funds reported $2.11B of Axos Financial stock for Q1 2021, up 23% quarter-over-quarter.
- 30 funds opened new Axos Financial positions in Q1 2021 and 31 closed out, a net change of -1 holder.
- The largest Axos Financial buyer in Q1 2021 was Fred Alger Management, an estimated $22M added.
- The largest Axos Financial seller in Q1 2021 was Epoch Investment Partners, an estimated $23.4M sold.
Based on aggregated 13F filings for Q1 2021.