Axos Financial
244 hedge funds and large institutions have $2.54B invested in Axos Financial in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 25 closing their positions.
389% more call options, than puts
Call options by funds: $3.03M | Put options by funds: $620K
48% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 25
7% more capital invested
Capital invested by funds: $2.38B → $2.54B (+$163M)
5% more funds holding
Funds holding: 233 → 244 (+11)
1.49% less ownership
Funds ownership: 77.92% → 76.43% (-1.5%)
11% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 82
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$33.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.88M |
| 4 |
BlackRock
New York
|
+$4.86M |
| 5 |
Nomura Asset Management
Tokyo,
Japan
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$44.8M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$18.8M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$13.2M |
| 4 |
BCM
Basswood Capital Management
New York
|
-$9.17M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.58M |
AX Hedge Fund Activity: Q4 2021 in Review
244 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2021, worth a combined $2.54B — up 6.8% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AX positions and 25 closed out — a net gain of 12 holders — while 73 added to existing stakes and 82 trimmed.
The largest buyer was Aberdeen Group, opening a new position worth an estimated $33.6M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $44.8M.
- 244 institutional investors held Axos Financial (AX) as of Q4 2021, up from 233 in Q3 2021.
- Funds reported $2.54B of Axos Financial stock for Q4 2021, up 6.8% quarter-over-quarter.
- 37 funds opened new Axos Financial positions in Q4 2021 and 25 closed out, a net change of +12 holders.
- The largest Axos Financial buyer in Q4 2021 was Aberdeen Group, an estimated $33.6M added.
- The largest Axos Financial seller in Q4 2021 was Robeco Institutional Asset Management, an estimated $44.8M sold.
Based on aggregated 13F filings for Q4 2021.