Axos Financial
302 hedge funds and large institutions have $2.7B invested in Axos Financial in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 75 increasing their positions, 120 reducing their positions, and 21 closing their positions.
219% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 21
48% more capital invested
Capital invested by funds: $1.82B → $2.7B (+$880M)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
16% more funds holding
Funds holding: 260 → 302 (+42)
4.27% more ownership
Funds ownership: 81.44% → 85.71% (+4.3%)
38% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 120
52% less call options, than puts
Call options by funds: $71.7M | Put options by funds: $151M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$46.6M |
| 2 |
State Street
Boston,
Massachusetts
|
+$34.6M |
| 3 |
Goldman Sachs
New York
|
+$17.7M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$12.2M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$9.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$17.7M |
| 3 |
BCM
Basswood Capital Management
New York
|
-$16.6M |
| 4 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$12.2M |
| 5 |
JP Morgan Chase
New York
|
-$9.95M |
AX Hedge Fund Activity: Q4 2023 in Review
302 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2023, worth a combined $2.7B — up 48% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new AX positions and 21 closed out — a net gain of 46 holders — while 75 added to existing stakes and 120 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $46.6M. The largest seller was Ameriprise, cutting an estimated $31.6M.
- 302 institutional investors held Axos Financial (AX) as of Q4 2023, up from 260 in Q3 2023.
- Funds reported $2.7B of Axos Financial stock for Q4 2023, up 48% quarter-over-quarter.
- 67 funds opened new Axos Financial positions in Q4 2023 and 21 closed out, a net change of +46 holders.
- The largest Axos Financial buyer in Q4 2023 was Citadel Advisors, an estimated $46.6M added.
- The largest Axos Financial seller in Q4 2023 was Ameriprise, an estimated $31.6M sold.
Based on aggregated 13F filings for Q4 2023.