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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
70
Reduced
91
Closed
22
Calls
$8.6M
Puts
$4.14M
Net Calls
+$4.46M
Net Calls Change
-$4.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$90.8M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$14.5M
4
WA
4
Wasatch Advisors
Utah
$80.9M
5
RI
5
Redwood Investments
Massachusetts
$9.56M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
EIP
2
Epoch Investment Partners
New York
$49.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M
4
RHJA
4
Rice Hall James & Associates
California
$43.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$17.4M -$5.72M -123,276 -25%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$16.9M +$1.08M +23,300 +7%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$16.9M +$4.24M +91,099 +34%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$15.9M -$7.57M -163,080 -32%
Morgan Stanley
30
Morgan Stanley
New York
$14.6M +$4.84M +104,264 +50%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$14.5M +$14.5M +312,039 New
FP
32
Foundry Partners
Minnesota
$14M -$547K -11,785 -4%
BCM
33
Bridgeway Capital Management
Texas
$12.7M +$445K +9,600 +4%
Wells Fargo
34
Wells Fargo
California
$10.7M -$2.38M -51,284 -18%
PPA
35
Parametric Portfolio Associates
Washington
$10.4M +$453K +9,772 +5%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$10.2M +$2.04M +43,975 +25%
BFA
37
Bragg Financial Advisors
North Carolina
$10M +$1.53M +33,075 +18%
Fidelity International
38
Fidelity International
Bermuda
$9.72M +$128K +2,757 +1%
RI
39
Redwood Investments
Massachusetts
$9.56M +$9.56M +205,980 New
SCA
40
Stieven Capital Advisors
Missouri
$9.55M -$83.5K -1,800 -0.9%
STB
41
S&T Bank
Pennsylvania
$9.2M -$55.4K -1,194 -0.6%
Invesco
42
Invesco
Georgia
$9.06M +$911K +19,645 +11%
SI
43
Scout Investments
Missouri
$8.47M -$711K -15,327 -8%
BCM
44
Basswood Capital Management
New York
$8.25M – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$7.84M -$403K -8,678 -5%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$7.8M -$274K -5,915 -3%
Bank of America
47
Bank of America
North Carolina
$7.5M -$3.07M -66,148 -29%
Legal & General Group
48
Legal & General Group
United Kingdom
$6.29M -$1.59M -34,220 -20%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$6.17M -$1.02M -22,092 -14%
American Century Companies
50
American Century Companies
Missouri
$6.16M +$1.45M +31,227 +31%
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