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AXA

AXA ADS (1 ORD SHS)
AXA

Delisted

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

37 hedge funds and large institutions have $120M invested in AXA ADS (1 ORD SHS) in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

5% less funds holding

Funds holding: 3937 (-2)

6% less capital invested

Capital invested by funds: $128M → $120M (-$8.25M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$29.8M +$5.02M +207,952 +20%
TAM
2
Todd Asset Management
Kentucky
$18.9M +$2.62M +107,741 +16%
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$15M +$2.82M +115,900 +23%
FWCM
4
Ferguson Wellman Capital Management
Oregon
$8.88M +$348K +14,295 +4%
BCAM
5
Boston Common Asset Management
Massachusetts
$6.38M -$219K -9,065 -3%
TAM
6
Tocqueville Asset Management
New York
$4.73M +$1.01M +41,704 +27%
NCM
7
Northroad Capital Management
New York
$4.71M -$221K -9,073 -4%
CNB
8
City National Bank
California
$4.25M -$281K -11,569 -6%
SI
9
Scout Investments
Missouri
$3.95M -$655K -27,105 -14%
GT
10
Glenmede Trust
Pennsylvania
$3.94M +$3M +124,236 +318%
William Blair & Company
11
William Blair & Company
Illinois
$3.29M -$630K -25,904 -16%
WAM
12
World Asset Management
Michigan
$3.09M +$250K +10,291 +9%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$2.96M +$2.96M +121,648 New
ZAM
14
Zevin Asset Management
Massachusetts
$1.41M +$297K +12,195 +27%
AT
15
Arden Trust
Delaware
$1.35M +$155K +6,424 +13%
CAM
16
Carret Asset Management
New York
$1.28M +$29.8K +1,225 +2%
LCM
17
Logan Capital Management
Pennsylvania
$853K -$14.8K -615 -2%
Ameriprise
18
Ameriprise
Minnesota
$811K -$59.8K -2,434 -7%
SW
19
SVB Wealth
Massachusetts
$727K +$107K +4,435 +17%
ANI
20
American National Insurance
Texas
$635K
RIL
21
Rothschild Investment LLC
Illinois
$583K -$13.7K -565 -2%
BWAM
22
Boyd Watterson Asset Management
Ohio
$492K -$217 -9 -0%
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$485K
CONA
24
Capital One National Association
New York
$384K +$68.5K +2,838 +22%
GVT
25
Genesee Valley Trust
New York
$346K +$362 +15 +0.1%

AXA Hedge Fund Activity: Q3 2015 in Review

37 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in AXA ADS (1 ORD SHS) (AXA) for Q3 2015, worth a combined $120M — down 6.4% from $128M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AXA and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Thornburg Investment Management, adding an estimated $5.02M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $21.7M sold.

  • 37 institutional investors held AXA ADS (1 ORD SHS) (AXA) as of Q3 2015, down from 39 in Q2 2015.
  • Funds reported $120M of AXA ADS (1 ORD SHS) stock for Q3 2015, down 6.4% quarter-over-quarter.
  • 3 funds opened new AXA ADS (1 ORD SHS) positions in Q3 2015 and 5 closed out, a net change of -2 holders.
  • The largest AXA ADS (1 ORD SHS) buyer in Q3 2015 was Thornburg Investment Management, an estimated $5.02M added.
  • The largest AXA ADS (1 ORD SHS) seller in Q3 2015 was Parametric Portfolio Associates, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2015.