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AXA

AXA ADS (1 ORD SHS)
AXA

Delisted

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

18 hedge funds and large institutions have $87.2M invested in AXA ADS (1 ORD SHS) in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

41% more capital invested

Capital invested by funds: $61.7M → $87.2M (+$25.5M)

10% less funds holding

Funds holding: 2018 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$48.9M +$9.31M +445,739 +24%
TAM
2
Todd Asset Management
Kentucky
$13.3M +$127K +6,066 +1%
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$7.65M
BCAM
4
Boston Common Asset Management
Massachusetts
$6.32M +$2.13M +101,835 +51%
SI
5
Scout Investments
Missouri
$4.5M +$1.49M +71,406 +50%
ZAM
6
Zevin Asset Management
Massachusetts
$2.79M +$41K +1,962 +1%
LCM
7
Logan Capital Management
Pennsylvania
$1.31M +$49.4K +2,360 +4%
CAM
8
Carret Asset Management
New York
$1.13M -$190K -9,120 -14%
ANI
9
American National Insurance
Texas
$498K
CIP
10
Cornerstone Investment Partners
Georgia
$315K +$50K +2,391 +19%
SW
11
SVB Wealth
Massachusetts
$284K +$284K +13,587 New
PCG
12
Private Capital Group
Connecticut
$156K -$10.9K -521 -7%
IA
13
IFP Advisors
Florida
$17K -$2.92K -136 -15%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$12K +$12K +562 New
LWM
15
Lenox Wealth Management
Ohio
$2K -$2.9K -145 -59%
RCA
16
Ranch Capital Advisors
Florida
$2K
FRA
17
Front Row Advisors
California
$2K +$120 +6 +6%
HFS
18
Hantz Financial Services
Michigan
$1K -$1.09K -62 -52%
WAM
19
World Asset Management
Michigan
-$397K -22,938 Closed
GT
20
Glenmede Trust
Pennsylvania
-$61K -2,170 Closed
FGAM
21
Financial Gravity Asset Management
Texas
-$51 -3 Closed

AXA Hedge Fund Activity: Q2 2020 in Review

18 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AXA ADS (1 ORD SHS) (AXA) for Q2 2020, worth a combined $87.2M — up 41% from $61.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of AXA and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 8 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.31M. The largest seller was World Asset Management, exiting entirely with an estimated $397K sold.

  • 18 institutional investors held AXA ADS (1 ORD SHS) (AXA) as of Q2 2020, down from 20 in Q1 2020.
  • Funds reported $87.2M of AXA ADS (1 ORD SHS) stock for Q2 2020, up 41% quarter-over-quarter.
  • 2 funds opened new AXA ADS (1 ORD SHS) positions in Q2 2020 and 3 closed out, a net change of -1 holder.
  • The largest AXA ADS (1 ORD SHS) buyer in Q2 2020 was Parametric Portfolio Associates, an estimated $9.31M added.
  • The largest AXA ADS (1 ORD SHS) seller in Q2 2020 was World Asset Management, an estimated $397K sold.

Based on aggregated 13F filings for Q2 2020.