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AXIS Capital

325 hedge funds and large institutions have $5.2B invested in AXIS Capital in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $9.86M | Put options by funds: $4.35M

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $4.41B → $5.2B (+$785M)

5% more funds holding

Funds holding: 309325 (+16)

1.21% more ownership

Funds ownership: 93.5%94.71% (+1.2%)

1% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 117

Holders
325
Holders Change
+16
Holders Change %
+5.18%
% of All Funds
4.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
54
Increased
118
Reduced
117
Closed
34
Calls
$9.86M
Puts
$4.35M
Net Calls
+$5.51M
Net Calls Change
+$2.93M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
301
Venturi Wealth Management
Texas
$8.45K +$4.73K +79 +155%
ACA
302
Atlas Capital Advisors
Wyoming
$8K -$7.96K -133 -52%
CFO
303
CVA Family Office
Colorado
$7.48K
NC
304
nVerses Capital
Florida
$6.5K +$5.99K +100 New
Mitsubishi UFJ Asset Management
305
Mitsubishi UFJ Asset Management
Japan
$6.37K
BIA
306
Bell Investment Advisors
California
$5.53K +$1.08K +18 +27%
QCG
307
Quadrant Capital Group
Ohio
$5.4K
JWA
308
JFS Wealth Advisors
Pennsylvania
$4.94K
PS
309
Principal Securities
Iowa
$4.81K +$1.56K +26 +54%
MCM
310
Manchester Capital Management
Vermont
$4.29K -$185K -3,089 -98%
NCM
311
Northwest Capital Management
Oregon
$3.06K
GRP
312
Global Retirement Partners
California
$2.86K -$1.74K -29 -40%
WIA
313
Wetzel Investment Advisors
Indiana
$2.64K
FFA
314
Farther Finance Advisors
California
$2.54K +$299 +5 +15%
AF
315
Allworth Financial
California
$1.69K +$1.56K +26 New
SWM
316
Spire Wealth Management
Virginia
$1.63K
SIC
317
SJS Investment Consulting
Ohio
$1.56K
WWP
318
WR Wealth Planners
Missouri
$1.56K +$1.44K +24 New
ZB
319
Zions Bancorporation
Utah
$1.3K
DPW
320
DiNuzzo Private Wealth
Pennsylvania
$976
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$715
LC
322
Lindbrook Capital
California
$650
SAM
323
Smartleaf Asset Management
Massachusetts
$454 -$2.93K -49 -88%
MAM
324
Meeder Asset Management
Ohio
$130
CA
325
CoreCap Advisors
Michigan
$130 +$120 +2 New

AXS Hedge Fund Activity: Q1 2024 in Review

325 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AXIS Capital (AXS) for Q1 2024, worth a combined $5.2B — up 18% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AXS positions and 34 closed out — a net gain of 20 holders — while 118 added to existing stakes and 117 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $33.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $50.4M.

  • 325 institutional investors held AXIS Capital (AXS) as of Q1 2024, up from 309 in Q4 2023.
  • Funds reported $5.2B of AXIS Capital stock for Q1 2024, up 18% quarter-over-quarter.
  • 54 funds opened new AXIS Capital positions in Q1 2024 and 34 closed out, a net change of +20 holders.
  • The largest AXIS Capital buyer in Q1 2024 was AQR Capital Management, an estimated $33.7M added.
  • The largest AXIS Capital seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2024.