Axos Financial
248 hedge funds and large institutions have $2.13B invested in Axos Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 25 closing their positions.
28% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 25
2% more funds holding
Funds holding: 244 → 248 (+4)
0.67% more ownership
Funds ownership: 76.43% → 77.1% (+0.67%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 93
16% less capital invested
Capital invested by funds: $2.54B → $2.13B (-$413M)
60% less call options, than puts
Call options by funds: $9.13M | Put options by funds: $22.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$14M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$11.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.4M |
| 4 |
D.E. Shaw & Co
New York
|
+$9.33M |
| 5 |
State Street
Boston,
Massachusetts
|
+$9.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.4M |
| 2 |
FAM
Fred Alger Management
New York
|
-$8.82M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$7.92M |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$7.82M |
| 5 |
RA
Royce & Associates
New York
|
-$6.98M |
AX Hedge Fund Activity: Q1 2022 in Review
248 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2022, worth a combined $2.13B — down 16% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AX positions and 25 closed out — a net gain of 7 holders — while 83 added to existing stakes and 93 trimmed.
The largest buyer was Millennium Management, adding an estimated $14M. The largest seller was Lord, Abbett & Co, cutting an estimated $10.4M.
- 248 institutional investors held Axos Financial (AX) as of Q1 2022, up from 244 in Q4 2021.
- Funds reported $2.13B of Axos Financial stock for Q1 2022, down 16% quarter-over-quarter.
- 32 funds opened new Axos Financial positions in Q1 2022 and 25 closed out, a net change of +7 holders.
- The largest Axos Financial buyer in Q1 2022 was Millennium Management, an estimated $14M added.
- The largest Axos Financial seller in Q1 2022 was Lord, Abbett & Co, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2022.