Axos Financial
237 hedge funds and large institutions have $1.68B invested in Axos Financial in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 36 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.25% more ownership
Funds ownership: 77.1% → 78.35% (+1.2%)
6% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 80
4% less funds holding
Funds holding: 248 → 237 (-11)
17% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 36
21% less capital invested
Capital invested by funds: $2.13B → $1.68B (-$448M)
91% less call options, than puts
Call options by funds: $7.64M | Put options by funds: $84.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$23.5M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$20.7M |
| 3 |
Morgan Stanley
New York
|
+$11.5M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$7.88M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$7.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$12.4M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$9.99M |
| 3 |
BlackRock
New York
|
-$9.12M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$8.05M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$6.94M |
AX Hedge Fund Activity: Q2 2022 in Review
237 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q2 2022, worth a combined $1.68B — down 21% from $2.13B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of AX and 30 opened new positions — a net loss of 6 holders — while 80 trimmed existing stakes and 85 added.
The largest buyer was Jarislowsky, Fraser Ltd, opening a new position worth an estimated $23.5M. The largest seller was State of Wisconsin Investment Board, cutting an estimated $12.4M.
- 237 institutional investors held Axos Financial (AX) as of Q2 2022, down from 248 in Q1 2022.
- Funds reported $1.68B of Axos Financial stock for Q2 2022, down 21% quarter-over-quarter.
- 30 funds opened new Axos Financial positions in Q2 2022 and 36 closed out, a net change of -6 holders.
- The largest Axos Financial buyer in Q2 2022 was Jarislowsky, Fraser Ltd, an estimated $23.5M added.
- The largest Axos Financial seller in Q2 2022 was State of Wisconsin Investment Board, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2022.