Axos Financial
255 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 29 closing their positions.
52% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 29
5% more funds holding
Funds holding: 242 → 255 (+13)
4.14% more ownership
Funds ownership: 74.7% → 78.84% (+4.1%)
6% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 83
2% more capital invested
Capital invested by funds: $1.71B → $1.75B (+$34.9M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
91% less call options, than puts
Call options by funds: $5.34M | Put options by funds: $57.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$63.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$21M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$8.91M |
| 4 |
DAM
Davis Asset Management
Sausalito,
California
|
+$8.1M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$7.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$41M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$36M |
| 3 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
-$17.8M |
| 4 |
Millennium Management
New York
|
-$15.1M |
| 5 |
CWM
CCG Wealth Management
San Diego,
California
|
-$14.2M |
AX Hedge Fund Activity: Q1 2023 in Review
255 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2023, worth a combined $1.75B — up 2% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new AX positions and 29 closed out — a net gain of 15 holders — while 88 added to existing stakes and 83 trimmed.
The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $63.8M. The largest seller was Fred Alger Management, cutting an estimated $41M.
- 255 institutional investors held Axos Financial (AX) as of Q1 2023, up from 242 in Q4 2022.
- Funds reported $1.75B of Axos Financial stock for Q1 2023, up 2% quarter-over-quarter.
- 44 funds opened new Axos Financial positions in Q1 2023 and 29 closed out, a net change of +15 holders.
- The largest Axos Financial buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $63.8M added.
- The largest Axos Financial seller in Q1 2023 was Fred Alger Management, an estimated $41M sold.
Based on aggregated 13F filings for Q1 2023.