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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
XT
451
XTX Topco
Cayman Islands
$392K +$342K +1,518 New
MPM
452
Meritage Portfolio Management
Kansas
$387K
TSS
453
Two Sigma Securities
New York
$383K +$334K +1,481 New
SWM
454
SeaCrest Wealth Management
New York
$382K +$22.5K +100 +7%
GIA
455
Gladstone Institutional Advisory
Florida
$381K -$23.4K -104 -7%
TFP
456
Tilia Fiduciary Partners
North Carolina
$381K -$115K -512 -26%
OAM
457
Oppenheimer Asset Management
New York
$380K +$1.8K +8 +0.5%
Fifth Third Bancorp
458
Fifth Third Bancorp
Ohio
$375K +$108K +481 +49%
TFS
459
Thoroughbred Financial Services
Tennessee
$374K
RFN
460
Redwood Financial Network
Ohio
$371K
GAM
461
Griffin Asset Management
New York
$369K
MFIM
462
Mesirow Financial Investment Management
Illinois
$365K +$318K +1,413 New
AAF
463
Andra AP-fonden
Sweden
$362K -$586K -2,600 -65%
IAS
464
Insigneo Advisory Services
Florida
$355K -$334K -1,480 -52%
CFGS
465
Concourse Financial Group Securities
Alabama
$348K +$76.8K +341 +34%
CIBC Private Wealth Group
466
CIBC Private Wealth Group
Georgia
$346K -$238K -1,056 -44%
DT
467
Diversified Trust
Tennessee
$343K +$299K +1,327 New
PAI
468
Pittenger & Anderson Inc
Nebraska
$342K +$284K +1,260 +2,000%
IWM
469
IHT Wealth Management
Illinois
$335K
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$330K +$41.7K +185 +17%
CMS
471
Capital Market Strategies
Florida
$324K
EWA
472
EP Wealth Advisors
California
$323K +$282K +1,250 New
PFS
473
Prospera Financial Services
Texas
$322K -$5.18K -23 -2%
TIAA Trust, National Association
474
TIAA Trust, National Association
North Carolina
$320K
RC
475
Roundview Capital
New Jersey
$312K -$55.2K -245 -17%

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.