We are live on ! Find out more
AXS icon

AXIS Capital

288 hedge funds and large institutions have $4.47B invested in AXIS Capital in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $850K | Put options by funds: $507K

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

21% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 85

7% more funds holding

Funds holding: 268288 (+20)

5% more capital invested

Capital invested by funds: $4.26B → $4.47B (+$212M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.51% less ownership

Funds ownership: 92.97%92.45% (-0.51%)

Holders
288
Holders Change
+20
Holders Change %
+7.46%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
54
Increased
103
Reduced
85
Closed
33
Calls
$850K
Puts
$507K
Net Calls
+$343K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EverSource Wealth Advisors
Alabama
$38.1K -$8.11K -147 -18%
AIG
252
American International Group
New York
$36.9K -$2.1K -38 -5%
SPIA
253
Steward Partners Investment Advisory
New York
$36.9K +$33.7K +610 +1,386%
C
254
Covestor
United Kingdom
$27K -$497 -9 -2%
HNB
255
Huntington National Bank
Ohio
$20K -$221 -4 -1%
UB
256
UMB Bank
Missouri
$19.9K +$5.91K +107 +43%
NS
257
NBC Securities
Alabama
$19K +$18.7K +338 New
HI
258
Harbour Investments
Wisconsin
$16.9K
FMP
259
Financial Management Professionals
Texas
$15K +$14.8K +269 New
VCM
260
Versant Capital Management
Arizona
$14.9K -$938 -17 -6%
ACA
261
Atlas Capital Advisors
Wyoming
$14.4K
PPC
262
Park Place Capital
Alabama
$11.2K
ST
263
Smithfield Trust
Pennsylvania
$10K
FHA
264
First Horizon Advisors
Tennessee
$9.64K +$6.73K +122 +249%
AA
265
Ancora Advisors
Ohio
$8.46K
BTI
266
Blue Trust Inc
Georgia
$8K +$3.59K +65 +81%
CSPIA
267
Cary Street Partners Investment Advisory
Virginia
$6.99K +$166 +3 +2%
Mitsubishi UFJ Asset Management
268
Mitsubishi UFJ Asset Management
Japan
$5.52K +$5.41K +98 New
QCG
269
Quadrant Capital Group
Ohio
$4.68K -$331 -6 -7%
GRP
270
Global Retirement Partners
California
$4.36K
BIA
271
Bell Investment Advisors
California
$3.78K +$497 +9 +16%
JWA
272
JFS Wealth Advisors
Pennsylvania
$3.21K +$110 +2 +4%
SFG
273
Steward Financial Group
Texas
$3K +$3.42K +62 New
DWMG
274
DB Wealth Management Group
California
$2.93K
VWM
275
Venturi Wealth Management
Texas
$2.88K +$2.81K +51 New

AXS Hedge Fund Activity: Q3 2023 in Review

288 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AXIS Capital (AXS) for Q3 2023, worth a combined $4.47B — up 5% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AXS positions and 33 closed out — a net gain of 21 holders — while 103 added to existing stakes and 85 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $39.2M. The largest seller was Pzena Investment Management, cutting an estimated $153M.

  • 288 institutional investors held AXIS Capital (AXS) as of Q3 2023, up from 268 in Q2 2023.
  • Funds reported $4.47B of AXIS Capital stock for Q3 2023, up 5% quarter-over-quarter.
  • 54 funds opened new AXIS Capital positions in Q3 2023 and 33 closed out, a net change of +21 holders.
  • The largest AXIS Capital buyer in Q3 2023 was Wasatch Advisors, an estimated $39.2M added.
  • The largest AXIS Capital seller in Q3 2023 was Pzena Investment Management, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2023.