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AXIS Capital

277 hedge funds and large institutions have $4.17B invested in AXIS Capital in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,090% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $3.42M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $3.91B → $4.17B (+$260M)

2% more funds holding

Funds holding: 271277 (+6)

9% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 99

0.21% more ownership

Funds ownership: 90.8%91.01% (+0.21%)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
32
Increased
108
Reduced
99
Closed
26
Calls
$40.7M
Puts
$3.42M
Net Calls
+$37.3M
Net Calls Change
+$7.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$35.6M +$10.6M +191,302 +42%
TSW
27
Thompson Siegel & Walmsley
Virginia
$34.5M -$790K -14,262 -2%
RJA
28
Raymond James & Associates
Florida
$33.9M +$2.38M +43,015 +7%
Northern Trust
29
Northern Trust
Illinois
$31M +$2.44M +44,022 +8%
WMSA
30
Weiss Multi-Strategy Advisers
New York
$30.1M +$8.31M +150,000 +38%
American Century Companies
31
American Century Companies
Missouri
$28.3M +$7.1M +128,159 +33%
TCIM
32
TIAA CREF Investment Management
New York
$28M -$15M -270,558 -35%
JIC
33
Johnson Investment Counsel
Ohio
$27.6M +$2.39M +43,152 +9%
GC
34
Gillson Capital
Illinois
$27.6M -$13.2M -237,369 -32%
SC
35
SRB Corp
Massachusetts
$26.5M
Russell Investments Group
36
Russell Investments Group
United Kingdom
$26.4M +$5.87M +105,865 +28%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$26.2M +$13.4M +242,258 +102%
MAM
38
Martingale Asset Management
Massachusetts
$25.7M +$2.44M +44,099 +10%
Franklin Resources
39
Franklin Resources
California
$23.6M -$179K -3,228 -0.7%
CS
40
Credit Suisse
Switzerland
$23.5M -$4.28M -77,270 -15%
Charles Schwab
41
Charles Schwab
California
$23.3M +$1.3M +23,427 +6%
TA
42
Teachers Advisors
New York
$23.3M -$17.8M -321,473 -43%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$22.9M +$2.43M +43,913 +12%
Bank of America
44
Bank of America
North Carolina
$20.9M +$1.4M +25,348 +7%
Boston Partners
45
Boston Partners
Massachusetts
$20.9M +$168K +3,036 +0.8%
Goldman Sachs
46
Goldman Sachs
New York
$19.3M +$2.7M +48,749 +16%
Legal & General Group
47
Legal & General Group
United Kingdom
$17M -$679K -12,251 -4%
GAI
48
General American Investors
New York
$16.2M
Bank of New York Mellon
49
Bank of New York Mellon
New York
$15.8M -$261K -4,704 -2%
Deutsche Bank
50
Deutsche Bank
Germany
$14.8M +$2.71M +48,892 +22%

AXS Hedge Fund Activity: Q1 2019 in Review

277 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AXIS Capital (AXS) for Q1 2019, worth a combined $4.17B — up 6.7% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AXS positions and 26 closed out — a net gain of 6 holders — while 108 added to existing stakes and 99 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $135M. The largest seller was Fidelity Investments, cutting an estimated $104M.

  • 277 institutional investors held AXIS Capital (AXS) as of Q1 2019, up from 271 in Q4 2018.
  • Funds reported $4.17B of AXIS Capital stock for Q1 2019, up 6.7% quarter-over-quarter.
  • 32 funds opened new AXIS Capital positions in Q1 2019 and 26 closed out, a net change of +6 holders.
  • The largest AXIS Capital buyer in Q1 2019 was Lord, Abbett & Co, an estimated $135M added.
  • The largest AXIS Capital seller in Q1 2019 was Fidelity Investments, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2019.