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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
Wells Fargo
201
Wells Fargo
California
$533K -$13.2K -220 -3%
Truist Financial
202
Truist Financial
North Carolina
$530K +$29.2K +487 +6%
Sumitomo Mitsui Trust Group
203
Sumitomo Mitsui Trust Group
Japan
$514K -$109K -1,820 -19%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$514K +$77.9K +1,301 +20%
P
205
Pitcairn
Pennsylvania
$498K +$37.7K +630 +9%
QCM
206
QRG Capital Management
Illinois
$497K +$4.13K +69 +0.9%
AC
207
AXQ Capital
New Jersey
$474K +$145K +2,419 +50%
HighTower Advisors
208
HighTower Advisors
Illinois
$463K +$431K +7,201 New
Daiwa Securities Group
209
Daiwa Securities Group
Japan
$455K +$359K +6,000 +600%
QCM
210
Quantinno Capital Management
New York
$449K +$414K +6,912 New
VI
211
Vestcor Inc
New Brunswick, Canada
$446K
EI
212
Ethic Inc
New York
$444K +$10.2K +171 +3%
GAA
213
Global Assets Advisory
Florida
$443K +$1.72M +28,799 New
OC
214
Oppenheimer & Co
New York
$442K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$435K +$231K +3,853 +136%
NRD
216
Nebula Research & Development
New York
$432K +$103K +1,718 +35%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$429K +$8.2K +137 +2%
Principal Financial Group
218
Principal Financial Group
Iowa
$421K +$95K +1,587 +32%
SPS
219
Susquehanna Portfolio Strategies
Pennsylvania
$421K -$597K -9,966 -61%
ECM
220
EMC Capital Management
Texas
$415K -$24.9K -416 -6%
CAN
221
Cetera Advisor Networks
California
$410K +$12.2K +204 +3%
B
222
Bailard
California
$403K -$263K -4,400 -42%
XT
223
XTX Topco
Cayman Islands
$388K +$70K +1,170 +24%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$385K -$2.97M -49,551 -89%
Wellington Management Group
225
Wellington Management Group
Massachusetts
$377K +$347K +5,796 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.