We are live on ! Find out more
AXS icon

AXIS Capital

309 hedge funds and large institutions have $4.41B invested in AXIS Capital in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $4.82M | Put options by funds: $2.24M

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

26% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 97

7% more funds holding

Funds holding: 288309 (+21)

1.04% more ownership

Funds ownership: 92.45%93.5% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $4.47B → $4.41B (-$54M)

Holders
309
Holders Change
+21
Holders Change %
+7.29%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
122
Reduced
97
Closed
26
Calls
$4.82M
Puts
$2.24M
Net Calls
+$2.58M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$482M +$4.17M +75,085 +0.9%
SPC
2
Stone Point Capital
Connecticut
$375M
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$328M -$53.9M -969,707 -14%
BlackRock
4
BlackRock
New York
$226M +$15.7M +282,237 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$210M +$1.54M +27,750 +0.7%
American Century Companies
6
American Century Companies
Missouri
$177M +$12M +216,146 +7%
RRAM
7
River Road Asset Management
Kentucky
$105M -$750K -13,494 -0.7%
Pzena Investment Management
8
Pzena Investment Management
New York
$104M -$3.12M -56,100 -3%
AGA
9
Altrinsic Global Advisors
Connecticut
$103M +$11.9M +214,466 +13%
AQR Capital Management
10
AQR Capital Management
Connecticut
$99.7M +$32.1M +576,977 +47%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$98.3M +$7.3M +131,312 +8%
State Street
12
State Street
Massachusetts
$93.6M +$5.99M +107,770 +7%
Macquarie Group
13
Macquarie Group
Australia
$93.4M +$5.09M +91,611 +6%
AllianceBernstein
14
AllianceBernstein
Tennessee
$88.2M +$14M +252,063 +19%
JIC
15
Johnson Investment Counsel
Ohio
$83M -$15.4M -277,232 -16%
Morgan Stanley
16
Morgan Stanley
New York
$76.4M +$43M +772,759 +127%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$74.8M -$1.39M -24,982 -2%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$70.2M -$203K -3,643 -0.3%
Jennison Associates
19
Jennison Associates
New York
$67.9M -$33.4M -599,851 -33%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$66.6M -$4.08M -73,302 -6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$65.5M +$3.21M +57,806 +5%
Boston Partners
22
Boston Partners
Massachusetts
$55M -$3.17M -56,956 -5%
WA
23
Wasatch Advisors
Utah
$54.8M +$11.4M +204,389 +26%
Charles Schwab
24
Charles Schwab
California
$53.9M +$1.77M +31,765 +3%
Norges Bank
25
Norges Bank
Norway
$52.8M +$1.05M +18,870 +2%

AXS Hedge Fund Activity: Q4 2023 in Review

309 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AXIS Capital (AXS) for Q4 2023, worth a combined $4.41B — down 1.2% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AXS positions and 26 closed out — a net gain of 25 holders — while 122 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $53.9M.

  • 309 institutional investors held AXIS Capital (AXS) as of Q4 2023, up from 288 in Q3 2023.
  • Funds reported $4.41B of AXIS Capital stock for Q4 2023, down 1.2% quarter-over-quarter.
  • 51 funds opened new AXIS Capital positions in Q4 2023 and 26 closed out, a net change of +25 holders.
  • The largest AXIS Capital buyer in Q4 2023 was Morgan Stanley, an estimated $43M added.
  • The largest AXIS Capital seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q4 2023.