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AXIS Capital

283 hedge funds and large institutions have $4.27B invested in AXIS Capital in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30,060% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $5K

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

1% more funds holding

Funds holding: 279283 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.06% less ownership

Funds ownership: 89.54%87.48% (-2.1%)

7% less capital invested

Capital invested by funds: $4.57B → $4.27B (-$299M)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 114

Holders
283
Holders Change
+4
Holders Change %
+1.43%
% of All Funds
7.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
25
Increased
92
Reduced
114
Closed
20
Calls
$1.51M
Puts
$5K
Net Calls
+$1.5M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
1
Vulcan Value Partners
Alabama
$454M -$5.36M -97,078 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$428M +$13.5M +244,080 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$388M -$9.78M -177,257 -2%
Pzena Investment Management
4
Pzena Investment Management
New York
$265M -$24.2M -438,073 -8%
BIT
5
BlackRock Institutional Trust
California
$167M +$9.34M +169,319 +6%
State Street
6
State Street
Massachusetts
$161M +$9.79M +177,483 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$142M +$7.06M +128,046 +5%
BFA
8
BlackRock Fund Advisors
California
$141M +$1.87M +33,816 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$99.8M +$530K +9,600 +0.5%
AQR Capital Management
10
AQR Capital Management
Connecticut
$96.3M -$15.5M -280,491 -14%
AL
11
AJO LP
Pennsylvania
$73.5M -$22M -399,315 -23%
Norges Bank
12
Norges Bank
Norway
$71.8M +$992K +17,988 +1%
NI
13
Numeric Investors
Massachusetts
$70.8M -$10.5M -190,839 -13%
ClearBridge Investments
14
ClearBridge Investments
New York
$68.3M -$35.5M -643,687 -34%
NIMC
15
NWQ Investment Management Company
California
$66.9M +$28.8M +521,988 +74%
APG Asset Management
16
APG Asset Management
Netherlands
$66M
Northern Trust
17
Northern Trust
Illinois
$61.8M +$270K +4,903 +0.4%
Goldman Sachs
18
Goldman Sachs
New York
$54.5M -$1.68M -30,470 -3%
Franklin Resources
19
Franklin Resources
California
$54.2M -$2.95M -53,420 -5%
UBS AM
20
UBS AM
Illinois
$52.5M +$2.36M +42,698 +5%
BG
21
BlackRock Group
United Kingdom
$50.7M -$4.17M -75,670 -8%
DSC
22
Donald Smith & Co
New York
$44.5M -$1.76K -32 -0%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$42.4M +$3.89M +70,498 +10%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$38.7M +$2.57M +46,590 +7%
AI
25
Analytic Investors
California
$38.4M -$9.3M -168,515 -19%

AXS Hedge Fund Activity: Q3 2016 in Review

283 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AXIS Capital (AXS) for Q3 2016, worth a combined $4.27B — down 6.5% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AXS positions and 20 closed out — a net gain of 5 holders — while 92 added to existing stakes and 114 trimmed.

The largest buyer was NWQ Investment Management Company, adding an estimated $28.8M. The largest seller was Tradewinds Global Investors, cutting an estimated $64.4M.

  • 283 institutional investors held AXIS Capital (AXS) as of Q3 2016, up from 279 in Q2 2016.
  • Funds reported $4.27B of AXIS Capital stock for Q3 2016, down 6.5% quarter-over-quarter.
  • 25 funds opened new AXIS Capital positions in Q3 2016 and 20 closed out, a net change of +5 holders.
  • The largest AXIS Capital buyer in Q3 2016 was NWQ Investment Management Company, an estimated $28.8M added.
  • The largest AXIS Capital seller in Q3 2016 was Tradewinds Global Investors, an estimated $64.4M sold.

Based on aggregated 13F filings for Q3 2016.