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Axos Financial
AX

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.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

2% more funds holding

Funds holding: 245 → 249 (+4)

0.67% more ownership

Funds ownership: 76.44% → 77.1% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 94

16% less capital invested

Capital invested by funds: $2.54B → $2.13B (-$412M)

60% less call options, than puts

Call options by funds: $9.13M | Put options by funds: $22.8M

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.93%
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
Millennium Management
New York
+$14M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$11.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.4M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9.33M
5
State Street
State Street
Massachusetts
+$9.01M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.4M
2
FAM
Fred Alger Management
New York
-$8.82M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$7.92M
4
FP
Foundry Partners
Minnesota
-$7.82M
5
RA
Royce & Associates
New York
-$6.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
226
TD Waterhouse Canada
Ontario, Canada
$5.52K +$6.34K +120 New
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
UB
228
UMB Bank
Missouri
$5K – – –
SSG
229
Summit Securities Group
New York
$5K +$5.28K +100 New
TCCM
230
Timber Creek Capital Management
Massachusetts
$5K +$5.81K +110 New
LC
231
Lindbrook Capital
California
$4K – – –
TFO
232
Tarbox Family Office
California
$4K – – –
ST
233
Sageworth Trust
Pennsylvania
$3K – – –
T
234
TOBAM
France
$2K -$581 -11 -21%
JWA
235
JFS Wealth Advisors
Pennsylvania
$2K +$740 +14 +67%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$2K +$2.85K +54 New
C
237
Covestor
United Kingdom
$1K -$158 -3 -18%
GI
238
Gradient Investments
Minnesota
$1K – – –
SC
239
Schubert & Co
Texas
$1K +$158 +3 +25%
DI
240
Disciplined Investments
Oklahoma
$1K +$687 +13 New
CI
241
Cordant Inc
Oregon
$1K +$1.06K +20 New
WT
242
Whittier Trust
California
$1K +$1.32K +25 New
Macquarie Group
243
Macquarie Group
Australia
$39 – – –
EGI
244
EAM Global Investors
California
– -$2.53M -45,253 Closed
Baird Financial Group
245
Baird Financial Group
Wisconsin
– -$2.41M -43,094 Closed
Calamos Advisors
246
Calamos Advisors
Illinois
– -$2.38M -42,669 Closed
EI
247
EAM Investors
California
– -$1.82M -32,515 Closed
VCM
248
Virtue Capital Management
Tennessee
– -$1.68M -30,013 Closed
ETC
249
Exchange Traded Concepts
Oklahoma
– -$816K -14,597 Closed
PA
250
PFG Advisors
Arizona
– -$509K -9,100 Closed
7 8 9
10
11

AX Hedge Fund Activity: Q1 2022 in Review

249 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2022, worth a combined $2.13B — down 16% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AX positions and 25 closed out — a net gain of 7 holders — while 83 added to existing stakes and 94 trimmed.

The largest buyer was Millennium Management, adding an estimated $14M. The largest seller was Lord, Abbett & Co, cutting an estimated $10.4M.

  • 249 institutional investors held Axos Financial (AX) as of Q1 2022, up from 245 in Q4 2021.
  • Funds reported $2.13B of Axos Financial stock for Q1 2022, down 16% quarter-over-quarter.
  • 32 funds opened new Axos Financial positions in Q1 2022 and 25 closed out, a net change of +7 holders.
  • The largest Axos Financial buyer in Q1 2022 was Millennium Management, an estimated $14M added.
  • The largest Axos Financial seller in Q1 2022 was Lord, Abbett & Co, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2022.