We are live on ! Find out more
AXS icon

AXIS Capital

304 hedge funds and large institutions have $4.29B invested in AXIS Capital in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,653% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $59K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

7% more funds holding

Funds holding: 285304 (+19)

7% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 97

4% more capital invested

Capital invested by funds: $4.14B → $4.29B (+$149M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.4% less ownership

Funds ownership: 94.73%92.34% (-2.4%)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
104
Reduced
97
Closed
31
Calls
$1.62M
Puts
$59K
Net Calls
+$1.56M
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
276
TD Private Client Wealth
New York
$6.76K +$7.2K +124 New
CSPIA
277
Cary Street Partners Investment Advisory
Virginia
$6.6K -$116 -2 -2%
CFO
278
CVA Family Office
Colorado
$6.27K
IA
279
IFP Advisors
Florida
$4.28K -$1.22K -21 -22%
GRP
280
Global Retirement Partners
California
$4.12K +$2.5K +43 +134%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$4K -$3.95K -68 -46%
BIA
282
Bell Investment Advisors
California
$3.22K +$581 +10 +20%
SFG
283
Steward Financial Group
Texas
$3K +$2.44K +42 +210%
JWA
284
JFS Wealth Advisors
Pennsylvania
$3K -$232 -4 -7%
SC
285
Schubert & Co
Texas
$2.89K +$116 +2 +4%
DWMG
286
DB Wealth Management Group
California
$2.83K
FHA
287
First Horizon Advisors
Tennessee
$2.67K
SPIA
288
Steward Partners Investment Advisory
New York
$2.4K
EI
289
Ellevest Inc
New York
$2.34K +$2.5K +43 New
EARNEST Partners
290
EARNEST Partners
Georgia
$1.75K
MCM
291
Manchester Capital Management
Vermont
$1.53K
SWM
292
Spire Wealth Management
Virginia
$1.36K
RFG
293
RFP Financial Group
Georgia
$1.2K
AF
294
Advisornet Financial
Minnesota
$1.15K +$116 +2 +11%
ZB
295
Zions Bancorporation
Utah
$1.09K
DI
296
Disciplined Investments
Oklahoma
$1.04K
SIC
297
SJS Investment Consulting
Ohio
$982 -$116 -2 -10%
HCP
298
Hexagon Capital Partners
Arkansas
$872 -$2.27K -39 -71%
LC
299
Lindbrook Capital
California
$545
2L
300
25 LLC
Missouri
$496 +$523 +9 New

AXS Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AXIS Capital (AXS) for Q1 2023, worth a combined $4.29B — up 3.6% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AXS positions and 31 closed out — a net gain of 22 holders — while 104 added to existing stakes and 97 trimmed.

The largest buyer was Altrinsic Global Advisors, opening a new position worth an estimated $73.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $188M.

  • 304 institutional investors held AXIS Capital (AXS) as of Q1 2023, up from 285 in Q4 2022.
  • Funds reported $4.29B of AXIS Capital stock for Q1 2023, up 3.6% quarter-over-quarter.
  • 53 funds opened new AXIS Capital positions in Q1 2023 and 31 closed out, a net change of +22 holders.
  • The largest AXIS Capital buyer in Q1 2023 was Altrinsic Global Advisors, an estimated $73.3M added.
  • The largest AXIS Capital seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $188M sold.

Based on aggregated 13F filings for Q1 2023.