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Axos Financial
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Overview Fund Activity

234 hedge funds and large institutions have $2.1B invested in Axos Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 100 reducing their positions, and 30 closing their positions.

Holders
234
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
52
Reduced
100
Closed
30
Calls
$13.8M
Puts
$5.23M
Net Calls
+$8.62M
Net Calls Change
+$1.45M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$44.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$16.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$16M
4
BlackRock
4
BlackRock
New York
$408M
5
Fidelity International
5
Fidelity International
Bermuda
$9.72M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$62.9M
2
Invesco
2
Invesco
Georgia
$8.25M
3
Northern Trust
3
Northern Trust
Illinois
$39.9M
4
STB
4
S&T Bank
Pennsylvania
$9.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$17.6M 374,288 +65,504 +21%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$16.1M 341,660 +341,660 New
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$16M 340,707 +340,707 New
FP
29
Foundry Partners
Minnesota
$14.7M 312,623 -8,652 -3%
PP
30
Prudential plc
United Kingdom
$14.4M 307,100 -36,425 -11%
Wells Fargo
31
Wells Fargo
California
$13.3M 282,890 -93,823 -25%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$13.1M 271,707 -2,535 -0.9%
BCM
33
Bridgeway Capital Management
Texas
$12.4M 263,610 -26,000 -9%
Bank of America
34
Bank of America
North Carolina
$10.7M 227,758 +137,302 +152%
PPA
35
Parametric Portfolio Associates
Washington
$10.1M 213,868 -2,985 -1%
Morgan Stanley
36
Morgan Stanley
New York
$9.88M 210,094 -17,016 -7%
SCA
37
Stieven Capital Advisors
Missouri
$9.76M 207,592 -91,005 -30%
Fidelity International
38
Fidelity International
Bermuda
$9.72M 206,783 +206,783 New
STB
39
S&T Bank
Pennsylvania
$9.38M 199,564 -151,234 -43%
SI
40
Scout Investments
Missouri
$9.3M 197,897 +18,176 +10%
TG
41
TCW Group
California
$9.26M 196,900 -107,300 -35%
BFA
42
Bragg Financial Advisors
North Carolina
$8.6M 182,914 +68,952 +61%
BCM
43
Basswood Capital Management
New York
$8.36M 177,838 – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$8.35M 177,717 -1,088 -0.6%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$8.31M 176,676 -59,959 -25%
Invesco
46
Invesco
Georgia
$8.25M 175,537 -428,916 -71%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$8.19M 174,144 -8,633 -5%
Legal & General Group
48
Legal & General Group
United Kingdom
$7.99M 169,904 +4,610 +3%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$7.29M 155,143 -60,507 -28%
CIS
50
Connors Investor Services
Pennsylvania
$6.16M 131,121 -9,465 -7%
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