Axos Financial
233 hedge funds and large institutions have $2.38B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.
137% more call options, than puts
Call options by funds: $8.88M | Put options by funds: $3.75M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12% more capital invested
Capital invested by funds: $2.12B → $2.38B (+$263M)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0.94% more ownership
Funds ownership: 76.98% → 77.92% (+0.94%)
0% more funds holding
Funds holding: 233 → 233 (0)
10% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.7M |
| 2 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$10.2M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.36M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$8.33M |
| 5 |
SG Americas Securities
New York
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Asset Management
Tokyo,
Japan
|
-$4.88M |
| 2 |
State Street
Boston,
Massachusetts
|
-$4.77M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.6M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.55M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.57M |
AX Hedge Fund Activity: Q3 2021 in Review
233 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2021, worth a combined $2.38B — up 12% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AX positions and 18 closed out — a net gain of 1 holder — while 72 added to existing stakes and 80 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $25.7M. The largest seller was Nomura Asset Management, exiting entirely with an estimated $4.88M sold.
- 233 institutional investors held Axos Financial (AX) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $2.38B of Axos Financial stock for Q3 2021, up 12% quarter-over-quarter.
- 19 funds opened new Axos Financial positions in Q3 2021 and 18 closed out, a net change of +1 holder.
- The largest Axos Financial buyer in Q3 2021 was Fidelity Investments, an estimated $25.7M added.
- The largest Axos Financial seller in Q3 2021 was Nomura Asset Management, an estimated $4.88M sold.
Based on aggregated 13F filings for Q3 2021.