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AXA

AXA ADS (1 ORD SHS)
AXA

Delisted

AXA was delisted on the 25th of March, 2010.

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34 hedge funds and large institutions have $205M invested in AXA ADS (1 ORD SHS) in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $171M → $205M (+$33.9M)

3% more funds holding

Funds holding: 33 → 34 (+1)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$3.25M
2
TAM
Tocqueville Asset Management
New York
+$2.49M
3
AG
Aperio Group
California
+$900K
4
CCM
Causeway Capital Management
California
+$391K
5
IPC
Independent Portfolio Consultants
Florida
+$215K

Top Sellers

Rank Fund Capital Flow
1
BCAM
Boston Common Asset Management
Massachusetts
-$2.65M
2
WAM
World Asset Management
Michigan
-$923K
3
PIA
Philadelphia International Advisors
Pennsylvania
-$467K
4
NCM
Northroad Capital Management
New York
-$321K
5
CRC
Curi RMB Capital
Illinois
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
26
Glenmede Trust
Pennsylvania
$95K – – –
HCM
27
Highlander Capital Management
New Jersey
$8.69K – – –
CFA
28
Carroll Financial Associates
North Carolina
$7K +$7K +308 New
M
29
MOTCO
Texas
$5K +$5K +200 New
TWA
30
TCI Wealth Advisors
Arizona
$4K – – –
FNBT
31
FineMark National Bank & Trust
Florida
$4K +$4K +189 New
CTC
32
Central Trust Company
Missouri
$3K – – –
PTC
33
Private Trust Company
Ohio
$3K +$1.17K +45 +64%
HRIA
34
Haberer Registered Investment Advisor
Ohio
$1K +$1K +42 New
LIA
35
LS Investment Advisors
Michigan
– -$17K -870 Closed
FHB
36
First Hawaiian Bank
Hawaii
– -$4K -216 Closed
RFA
37
Reilly Financial Advisors
California
– -$2K -107 Closed
WCBA
38
Weaver C. Barksdale & Associates
Tennessee
– -$2K -85 Closed
1
2

AXA Hedge Fund Activity: Q3 2013 in Review

34 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AXA ADS (1 ORD SHS) (AXA) for Q3 2013, worth a combined $205M — up 20% from $171M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AXA positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.25M. The largest seller was Boston Common Asset Management, cutting an estimated $2.65M.

  • 34 institutional investors held AXA ADS (1 ORD SHS) (AXA) as of Q3 2013, up from 33 in Q2 2013.
  • Funds reported $205M of AXA ADS (1 ORD SHS) stock for Q3 2013, up 20% quarter-over-quarter.
  • 6 funds opened new AXA ADS (1 ORD SHS) positions in Q3 2013 and 5 closed out, a net change of +1 holder.
  • The largest AXA ADS (1 ORD SHS) buyer in Q3 2013 was Parametric Portfolio Associates, an estimated $3.25M added.
  • The largest AXA ADS (1 ORD SHS) seller in Q3 2013 was Boston Common Asset Management, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2013.