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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.37B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
72
Reduced
80
Closed
18
Calls
$8.88M
Puts
$3.75M
Net Calls
+$5.12M
Net Calls Change
+$661K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.7M
2
RI
2
Redwood Investments
Massachusetts
$21.7M
3
WA
3
Wasatch Advisors
Utah
$99M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$31.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.37M

Top Sellers

1
State Street
1
State Street
Massachusetts
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$95.9M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$19.7M – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$18.4M -$937K -18,182 -5%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$17.8M -$1.05M -20,400 -6%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$17.7M -$647K -12,832 -4%
FP
30
Foundry Partners
Minnesota
$14.4M -$1.09M -21,201 -7%
Morgan Stanley
31
Morgan Stanley
New York
$14.4M -$1.81M -35,044 -11%
CI Investments Inc
32
CI Investments Inc
Ontario, Canada
$14.2M -$1.88M -36,539 -12%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$13.8M -$1.89M -41,235 -12%
PPA
34
Parametric Portfolio Associates
Washington
$12.4M +$916K +17,772 +8%
Invesco
35
Invesco
Georgia
$12.2M +$2.1M +40,744 +21%
BCM
36
Bridgeway Capital Management
Texas
$12M -$2.05M -39,700 -15%
BFA
37
Bragg Financial Advisors
North Carolina
$11.2M +$36.2K +703 +0.3%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$11.1M -$251K -4,865 -2%
Wells Fargo
39
Wells Fargo
California
$10.8M -$1.14M -22,064 -10%
SCA
40
Stieven Capital Advisors
Missouri
$10.6M -$15.5K -300 -0.1%
Fidelity International
41
Fidelity International
Bermuda
$10.3M -$492K -9,539 -5%
STB
42
S&T Bank
Pennsylvania
$9.95M -$272K -5,285 -3%
SI
43
Scout Investments
Missouri
$9.31M -$104K -2,009 -1%
BCM
44
Basswood Capital Management
New York
$9.17M – – –
Bank of America
45
Bank of America
North Carolina
$8.81M +$476K +9,241 +6%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$8.03M -$640K -12,409 -7%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$7.81M -$901K -17,474 -10%
Legal & General Group
48
Legal & General Group
United Kingdom
$7.7M +$705K +13,686 +10%
American Century Companies
49
American Century Companies
Missouri
$7.63M +$787K +15,260 +11%
CIS
50
Connors Investor Services
Pennsylvania
$6.93M +$209K +4,060 +3%
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