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AXIS Capital
AXS

Overview Fund Activity

250 hedge funds and large institutions have $3.9B invested in AXIS Capital in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+16
Holders Change %
+6.84%
% of All Funds
4.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
39
Increased
95
Reduced
83
Closed
22
Calls
$9.65M
Puts
$6.98M
Net Calls
+$2.67M
Net Calls Change
+$2.52M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$123M
2
RRAM
2
River Road Asset Management
Kentucky
$179M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$348M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$124M
5
LCS
5
Levin Capital Strategies
New York
$11M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$68.7M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$23.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$350M
4
WCM
4
Wedge Capital Management
North Carolina
$58.8M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
226
Ellevest Inc
New York
$5K – – –
ACM
227
Allred Capital Management
Texas
$4.41K +$4.41K +89 New
ZB
228
Zions Bancorporation
Utah
$4K -$227 -5 -5%
IA
229
IFP Advisors
Florida
$4K +$762 +12 +24%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +77 New
VFA
231
Valeo Financial Advisors
Indiana
$4K +$4K +87 New
TWA
232
TCI Wealth Advisors
Arizona
$3K – – –
JCM
233
Jacobi Capital Management
Pennsylvania
$3K – – –
DWMG
234
DB Wealth Management Group
California
$3K – – –
SWM
235
Spire Wealth Management
Virginia
$3K +$3K +67 New
EW
236
Evoke Wealth
California
$2K – – –
EARNEST Partners
237
EARNEST Partners
Georgia
$2K – – –
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$2K +$645 +10 +48%
HFM
239
Harvest Fund Management
China
$1K -$28.8K -605 -97%
GWS
240
Glassman Wealth Services
Virginia
$1K – – –
BCA
241
Berman Capital Advisors
Georgia
$1K – – –
OC
242
Oakworth Capital
Alabama
$1K – – –
EP
243
Eudaimonia Partners
Tennessee
$1K +$1K +11 New
QCG
244
Quadrant Capital Group
Ohio
$1K +$520 +13 +108%
MWP
245
Meridian Wealth Partners
Pennsylvania
$1K +$1K +25 New
TPCW
246
TD Private Client Wealth
New York
$843 – – –
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$502 -$74 -1,500 -13%
AIG
248
American International Group
New York
$53 -$5 -94 -8%
Adage Capital Partners
249
Adage Capital Partners
Massachusetts
– -$10.1M -200,000 Closed
Arrowstreet Capital
250
Arrowstreet Capital
Massachusetts
– -$7.56M -150,050 Closed
7 8 9
10
11