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AXON

Axon Enterprise

686 hedge funds and large institutions have $15.5B invested in Axon Enterprise in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 238 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 39

32% more capital invested

Capital invested by funds: $11.7B → $15.5B (+$3.79B)

16% more funds holding

Funds holding: 590686 (+96)

11% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 215

1.54% more ownership

Funds ownership: 78.66%80.2% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

10% less call options, than puts

Call options by funds: $359M | Put options by funds: $398M

Holders
686
Holders Change
+96
Holders Change %
+16.27%
% of All Funds
10%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
141
Increased
238
Reduced
215
Closed
39
Calls
$359M
Puts
$398M
Net Calls
-$38.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
301
Vanguard Personalized Indexing Management
California
$1.34M -$1.45M -6,439 -55%
BMSSC
302
B. Metzler seel. Sohn & Co
Germany
$1.32M +$122K +542 +12%
WMC
303
Westwood Management Corporation
Illinois
$1.32M -$1.17M -5,200 -50%
CA
304
Cetera Advisors
Colorado
$1.32M +$14.2K +63 +1%
BRWA
305
B. Riley Wealth Advisors
Florida
$1.3M -$277K -1,229 -20%
AQR Capital Management
306
AQR Capital Management
Connecticut
$1.28M -$162K -719 -13%
CC
307
Chicago Capital
Illinois
$1.26M +$1.1M +4,871 New
WMA
308
Wealth Management Associates
New Jersey
$1.25M -$12.4K -55 -1%
HIMCH
309
Hartford Investment Management Co (HIMCO)
Connecticut
$1.23M -$11K -49 -1%
GC
310
Guggenheim Capital
Illinois
$1.21M -$155K -687 -13%
SSA
311
Schonfeld Strategic Advisors
New York
$1.2M +$1.05M +4,650 New
QCM
312
Quantinno Capital Management
New York
$1.2M +$292K +1,294 +39%
LCG
313
Lisanti Capital Growth
New York
$1.18M +$1.03M +4,585 New
MGP
314
Metis Global Partners
California
$1.18M -$27.9K -124 -3%
SCM
315
Semanteon Capital Management
Massachusetts
$1.16M +$1.02M +4,507 New
SAM
316
Securian Asset Management
Minnesota
$1.16M -$95.8K -425 -9%
MFG
317
Merit Financial Group
Georgia
$1.15M +$89.9K +399 +10%
JFG
318
Jefferies Financial Group
New York
$1.15M +$210K +934 +27%
AssetMark Inc
319
AssetMark Inc
California
$1.15M +$74.1K +329 +8%
CS
320
Candriam SCA
Luxembourg
$1.14M +$95.8K +425 +11%
OBGC
321
O'Brien Greene & Co
Pennsylvania
$1.14M
CSS
322
Cubist Systematic Strategies
Connecticut
$1.13M +$982K +4,356 New
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$1.12M +$451 +2 +0%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$1.12M +$96.2K +427 +11%
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$1.11M -$22.5K -100 -2%

AXON Hedge Fund Activity: Q4 2023 in Review

686 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Axon Enterprise (AXON) for Q4 2023, worth a combined $15.5B — up 32% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AXON positions and 39 closed out — a net gain of 102 holders — while 238 added to existing stakes and 215 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $175M. The largest seller was Capital International Investors, cutting an estimated $83.3M.

  • 686 institutional investors held Axon Enterprise (AXON) as of Q4 2023, up from 590 in Q3 2023.
  • Funds reported $15.5B of Axon Enterprise stock for Q4 2023, up 32% quarter-over-quarter.
  • 141 funds opened new Axon Enterprise positions in Q4 2023 and 39 closed out, a net change of +102 holders.
  • The largest Axon Enterprise buyer in Q4 2023 was Morgan Stanley, an estimated $175M added.
  • The largest Axon Enterprise seller in Q4 2023 was Capital International Investors, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2023.