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AXIS Capital
AXS

302 hedge funds and large institutions have $4.26B invested in AXIS Capital in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $5.35M | Put options by funds: $2.57M

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

2.77% more ownership

Funds ownership: 86.54% → 89.31% (+2.8%)

2% more funds holding

Funds holding: 297 → 302 (+5)

7% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less capital invested

Capital invested by funds: $4.73B → $4.26B (-$477M)

Holders
302
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
7.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
112
Reduced
105
Closed
31
Calls
$5.35M
Puts
$2.57M
Net Calls
+$2.77M
Net Calls Change
+$2.76M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$48.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$36.9M
3
UBS AM
UBS AM
Illinois
+$24M
4
NI
Numeric Investors
Massachusetts
+$23.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$21.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$36.6M
3
APG Asset Management
APG Asset Management
Netherlands
-$18.9M
4
AL
AJO LP
Pennsylvania
-$16M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
276
Zions Bancorporation
Utah
$16K +$15.2K +246 +703%
GRP
277
Global Retirement Partners
California
$12K – – –
HWP
278
Hefty Wealth Partners
Indiana
$12K – – –
VFA
279
Valeo Financial Advisors
Indiana
$8K +$8.58K +139 New
First Manhattan
280
First Manhattan
New York
$7K +$6.17K +100 +270%
CTC
281
Central Trust Company
Missouri
$6K – – –
EWM
282
Edge Wealth Management
New York
$6K +$6.17K +100 New
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$5K -$2.22K -36 -31%
HNB
284
Huntington National Bank
Ohio
$5K – – –
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.83K +62 +365%
AIL
286
AGF Investments LLC
Ontario, Canada
$5K +$5.37K +87 New
CAW
287
Cornerstone Advisors (Washington)
Washington
$4K – – –
IWM
288
IHT Wealth Management
Illinois
$4K – – –
JCM
289
Jacobi Capital Management
Pennsylvania
$4K – – –
WAP
290
Wealthcare Advisory Partners
Pennsylvania
$4K +$4.75K +77 New
ASN
291
Advisory Services Network
Georgia
$3K -$498K -8,063 -99%
Walleye Trading
292
Walleye Trading
New York
$2.35K +$2.53M +41,033 New
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$2K – – –
OC
294
Oakworth Capital
Alabama
$2K – – –
TFO
295
Tarbox Family Office
California
$2K – – –
Parallax Volatility Advisers
296
Parallax Volatility Advisers
California
$2K +$1.79K +29 New
HIM
297
Hillsdale Investment Management
Ontario, Canada
$1K -$2.47K -40 -67%
Federated Hermes
298
Federated Hermes
Pennsylvania
$1K – – –
QCG
299
Quadrant Capital Group
Ohio
$1K – – –
Group One Trading
300
Group One Trading
Illinois
$1K +$1.05K +17 New
10 11
12
13 14

AXS Hedge Fund Activity: Q3 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AXIS Capital (AXS) for Q3 2017, worth a combined $4.26B — down 10% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AXS positions and 31 closed out — a net gain of 10 holders — while 112 added to existing stakes and 105 trimmed.

The largest buyer was Bessemer Group, adding an estimated $48.6M. The largest seller was Fidelity Investments, cutting an estimated $121M.

  • 302 institutional investors held AXIS Capital (AXS) as of Q3 2017, up from 297 in Q2 2017.
  • Funds reported $4.26B of AXIS Capital stock for Q3 2017, down 10% quarter-over-quarter.
  • 41 funds opened new AXIS Capital positions in Q3 2017 and 31 closed out, a net change of +10 holders.
  • The largest AXIS Capital buyer in Q3 2017 was Bessemer Group, an estimated $48.6M added.
  • The largest AXIS Capital seller in Q3 2017 was Fidelity Investments, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2017.