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Not Investment Advice
Also trades as: CS.PA (PAR) · $vol 136M · AXA.DE (XETRA) · $vol 1M · AXAHF (OTC) · $vol 0M

AXAHY Institutional Ownership

AXA S.A.
1W: -0.3% 1M: -6.2% 3M: -9.4% YTD: -1.9% 1Y: +3.2% 3Y: +74.7% 5Y: +103.6%
$47.42
+0.24 (+0.51%)
After Hours: $47.45 (+0.03, +0.06%)
Weekly Expected Move ±3.2%
$44 $45 $47 $48 $50
OTC · Financial Services · Insurance - Diversified · Tech Score Sell · Power 41 · $97.6B mcap · 2.02B float · 0.0046% daily turnover · Short 32% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — AXAHY

24
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$56M
Total Invested
2
New Positions
6
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (30 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FERGUSON WELLMAN CAPITAL MANAGEMENT, I 425,083 $20M -2,315 -0.5% 2Q SEC ↗
2 Ramirez Asset Management, Inc. 332,993 $16M +47,917 +16.8% 11Q SEC ↗
3 Altrius Capital Management Inc 207,886 $10M +7,370 +3.7% 17Q SEC ↗
4 RHUMBLINE ADVISERS 55,196 $3M +529 +1.0% 13Q SEC ↗
5 Ativo Capital Management LLC 32,076 $2M -1 -0.0% 10Q SEC ↗
6 CARRET ASSET MANAGEMENT, LLC 18,275 $862K — +0.0% 16Q SEC ↗
7 RNC CAPITAL MANAGEMENT LLC 11,430 $539K -345 -2.9% 21Q SEC ↗
8 GAMMA Investing LLC 9,869 $466K +995 +11.2% 11Q SEC ↗
9 YOUSIF CAPITAL MANAGEMENT, LLC 8,432 $398K -37,805 -81.8% 19Q SEC ↗
10 ATLAS CAPITAL ADVISORS INC. 4,812 $227K — +0.0% 3Q SEC ↗
11 WELLINGTON-ALTUS USA INC. 980 $46K — +0.0% 1Q SEC ↗
12 Salomon & Ludwin, LLC 786 $37K — +0.0% 12Q SEC ↗
13 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 740 $35K — +0.0% 15Q SEC ↗
14 Westside Investment Management, Inc. 656 $31K — +0.0% 5Q SEC ↗
15 First Command Advisory Services, Inc. 371 $18K +363 +4537.5% 2Q SEC ↗
16 PNC Financial Services Group, Inc. 316 $15K -6 -1.9% 15Q SEC ↗
17 IMA Advisory Services, Inc. 308 $15K +236 +327.8% 3Q SEC ↗
18 RMG Wealth Management LLC 267 $13K -91 -25.4% 2Q SEC ↗
19 Gleason Group, Inc. NEW 73 $3K — +0.0% 1Q SEC ↗
20 COMPASS FINANCIAL MANAGEMENT LLC NEW 38 $2K — +0.0% 1Q SEC ↗
21 HANTZ FINANCIAL SERVICES, INC. 13 $1K — +0.0% 3Q SEC ↗
22 AMERIFLEX GROUP, INC. 0 $0K -60 -100.0% 5Q SEC ↗
23 Boston Common Asset Management, LLC 0 $0K -111,298 -100.0% 76Q SEC ↗
24 Ancora Advisors LLC 0 $0K -109 -100.0% 1Q SEC ↗
25 Murphy & Mullick Capital Management Co 0 $0K -2 -100.0% 1Q SEC ↗
26 Wealth Preservation Advisors, LLC 0 $0K -82 -100.0% 3Q SEC ↗
27 RESOURCES MANAGEMENT CORP /CT/ /ADV 0 $0K -252 -100.0% 4Q SEC ↗
28 PARADIGM ASSET MANAGEMENT CO LLC 0 $0K -1,800 -100.0% 14Q SEC ↗
29 NBC SECURITIES, INC. 0 $0K -49 -100.0% 4Q SEC ↗
30 Signature Equity Partners, LLC 0 $0K -151 -100.0% 1Q SEC ↗
Biggest Increases (6)
HolderAddedChange %Total Shares
Ramirez Asset Management, Inc. +47,917 +16.8% 332,993
Altrius Capital Management Inc +7,370 +3.7% 207,886
GAMMA Investing LLC +995 +11.2% 9,869
RHUMBLINE ADVISERS +529 +1.0% 55,196
First Command Advisory Services, In +363 +4537.5% 371
IMA Advisory Services, Inc. +236 +327.8% 308
Biggest Decreases (6)
HolderReducedChange %Total Shares
YOUSIF CAPITAL MANAGEMENT, LLC -37,805 -81.8% 8,432
FERGUSON WELLMAN CAPITAL MANAGEMENT -2,315 -0.5% 425,083
RNC CAPITAL MANAGEMENT LLC -345 -2.9% 11,430
RMG Wealth Management LLC -91 -25.4% 267
PNC Financial Services Group, Inc. -6 -1.9% 316
Ativo Capital Management LLC -1 -0.0% 32,076

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms