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Axos Financial
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Overview Fund Activity

249 hedge funds and large institutions have $2.13B invested in Axos Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
83
Reduced
94
Closed
25
Calls
$9.13M
Puts
$22.8M
Net Calls
-$13.7M
Net Calls Change
-$16.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$13.5M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$37.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$8.59M
5
State Street
5
State Street
Massachusetts
$101M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$6.94M
2
FAM
2
Fred Alger Management
New York
$42.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$20.9M
4
FP
4
Foundry Partners
Minnesota
$4.85M
5
RA
5
Royce & Associates
New York
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
226
TD Waterhouse Canada
Ontario, Canada
$5.52K 120 +120 New
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$5K 100 – –
UB
228
UMB Bank
Missouri
$5K 106 – –
SSG
229
Summit Securities Group
New York
$5K 100 +100 New
TCCM
230
Timber Creek Capital Management
Massachusetts
$5K 110 +110 New
TFO
231
Tarbox Family Office
California
$4K 86 – –
LC
232
Lindbrook Capital
California
$4K 79 – –
ST
233
Sageworth Trust
Pennsylvania
$3K 67 – –
T
234
TOBAM
France
$2K 41 -11 -21%
JWA
235
JFS Wealth Advisors
Pennsylvania
$2K 35 +14 +67%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$2K 54 +54 New
C
237
Covestor
United Kingdom
$1K 14 -3 -18%
GI
238
Gradient Investments
Minnesota
$1K 24 – –
SC
239
Schubert & Co
Texas
$1K 15 +3 +25%
DI
240
Disciplined Investments
Oklahoma
$1K 13 +13 New
CI
241
Cordant Inc
Oregon
$1K 20 +20 New
WT
242
Whittier Trust
California
$1K 25 +25 New
Macquarie Group
243
Macquarie Group
Australia
$39 845 – –
EGI
244
EAM Global Investors
California
– – -45,253 Closed
Baird Financial Group
245
Baird Financial Group
Wisconsin
– – -43,094 Closed
Calamos Advisors
246
Calamos Advisors
Illinois
– – -42,669 Closed
EI
247
EAM Investors
California
– – -32,515 Closed
VCM
248
Virtue Capital Management
Tennessee
– – -30,013 Closed
ETC
249
Exchange Traded Concepts
Oklahoma
– – -14,597 Closed
PA
250
PFG Advisors
Arizona
– – -9,100 Closed
8 9
10
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