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AXA

AXA ADS (1 ORD SHS)
AXA

Delisted

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

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: 3334 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
Scout Investments
Missouri
$147M +$58.9K +2,540 +0%
PPA
2
Parametric Portfolio Associates
Washington
$14.1M +$3.25M +140,756 +30%
BCAM
3
Boston Common Asset Management
Massachusetts
$8.51M -$2.65M -114,324 -24%
AG
4
Aperio Group
California
$7.23M +$900K +38,816 +14%
NCM
5
Northroad Capital Management
New York
$6.46M -$321K -13,893 -5%
WAM
6
World Asset Management
Michigan
$4.99M -$923K -39,925 -16%
PIA
7
Philadelphia International Advisors
Pennsylvania
$4.23M -$467K -20,137 -10%
TAM
8
Tocqueville Asset Management
New York
$2.49M +$2.49M +107,804 New
CCM
9
Causeway Capital Management
California
$2.48M +$391K +16,937 +19%
William Blair & Company
10
William Blair & Company
Illinois
$1.95M +$31.3K +1,354 +2%
CRC
11
Curi RMB Capital
Illinois
$928K -$208K -8,989 -18%
ANI
12
American National Insurance
Texas
$610K
SCM
13
Sterling Capital Management
North Carolina
$524K +$139K +5,980 +36%
TCB
14
Texas Capital Bancshares
Texas
$461K -$17.5K -758 -4%
BC
15
Burney Company
Virginia
$401K -$28.3K -1,220 -7%
BWAM
16
Boyd Watterson Asset Management
Ohio
$387K +$87.1K +3,762 +29%
CIM
17
Calvert Investment Management
Maryland
$376K
FA
18
FDx Advisors
Illinois
$334K +$95.1K +4,105 +40%
CAM
19
Carret Asset Management
New York
$275K
HCM
20
Herndon Capital Management
Georgia
$261K
SCCM
21
Schafer Cullen Capital Management
New York
$248K
CAM
22
Cacti Asset Management
Georgia
$232K
Ameriprise
23
Ameriprise
Minnesota
$216K +$14.9K +645 +7%
IPC
24
Independent Portfolio Consultants
Florida
$215K +$215K +9,290 New
BC
25
Bartlett & Co
Ohio
$121K +$1.04K +45 +0.9%

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.