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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
BHWM
276
Beaird Harris Wealth Management
Texas
$1.92K +$1.88K +34 New
EARNEST Partners
277
EARNEST Partners
Georgia
$1.8K
SWM
278
Spire Wealth Management
Virginia
$1.41K
SIC
279
SJS Investment Consulting
Ohio
$1.24K +$221 +4 +22%
RFG
280
RFP Financial Group
Georgia
$1.24K
ZB
281
Zions Bancorporation
Utah
$1.13K
CFGS
282
Concourse Financial Group Securities
Alabama
$1.02K
VNA
283
Valley National Advisers
Pennsylvania
$1K +$552 +10 New
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$620
LC
285
Lindbrook Capital
California
$564
FFA
286
Farther Finance Advisors
California
$564 +$552 +10 New
PA
287
Parallel Advisors
California
$282
TWP
288
TFO Wealth Partners
Ohio
$215 +$221 +4 New
MAM
289
Meeder Asset Management
Ohio
$113
Verition Fund Management
290
Verition Fund Management
Connecticut
-$7.66M -142,351 Closed
GC
291
Guggenheim Capital
Illinois
-$6.5M -120,691 Closed
Connor, Clark & Lunn Investment Management (CC&L)
292
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.58M -47,960 Closed
Capital Fund Management (CFM)
293
Capital Fund Management (CFM)
France
-$1.7M -31,650 Closed
PMEF
294
Point72 Middle East FZE
United Arab Emirates
-$846K -15,718 Closed
E
295
Ergoteles
New York
-$714K -13,261 Closed
PP
296
PDT Partners
New York
-$532K -9,888 Closed
JCIA
297
Jackson Creek Investment Advisors
Colorado
-$522K -9,698 Closed
DekaBank Deutsche Girozentrale
298
DekaBank Deutsche Girozentrale
Germany
-$414K -8,078 Closed
TC
299
TwinBeech Capital
New York
-$406K -7,538 Closed
AIM
300
Aigen Investment Management
New York
-$369K -6,863 Closed

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.