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Axos Financial
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Overview Fund Activity

245 hedge funds and large institutions have $2.54B invested in Axos Financial in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
74
Reduced
82
Closed
25
Calls
$3.03M
Puts
$620K
Net Calls
+$2.41M
Net Calls Change
-$2.71M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$33.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M
3
Ameriprise
3
Ameriprise
Minnesota
$110M
4
BlackRock
4
BlackRock
New York
$489M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$4.21M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$33.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$795K
3
EIP
3
Epoch Investment Partners
New York
$46.7M
4
BCM
4
Basswood Capital Management
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$21.7M +$1.69M +30,272 +8%
RA
27
Royce & Associates
New York
$21.5M -$1.99M -35,560 -8%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$20.7M -$688K -12,300 -3%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$19.4M +$117K +2,100 +0.6%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$16.7M +$378K +6,998 +2%
Morgan Stanley
31
Morgan Stanley
New York
$16.3M +$672K +12,013 +4%
PPA
32
Parametric Portfolio Associates
Washington
$15.2M +$1.7M +30,464 +13%
FP
33
Foundry Partners
Minnesota
$14.1M -$1.52M -27,103 -10%
BCM
34
Bridgeway Capital Management
Texas
$13.1M – – –
CI Investments Inc
35
CI Investments Inc
Ontario, Canada
$12.7M -$2.74M -49,000 -18%
Invesco
36
Invesco
Georgia
$12.3M -$859K -15,364 -7%
SCA
37
Stieven Capital Advisors
Missouri
$12.3M +$811K +14,500 +7%
Bank of America
38
Bank of America
North Carolina
$12M +$2.43M +43,483 +25%
Fidelity International
39
Fidelity International
Bermuda
$11.2M – – –
BFA
40
Bragg Financial Advisors
North Carolina
$11.2M – – –
STB
41
S&T Bank
Pennsylvania
$10.7M -$128K -2,292 -1%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$10.6M +$10.6M +188,935 New
SI
43
Scout Investments
Missouri
$9.87M -$222K -3,974 -2%
American Century Companies
44
American Century Companies
Missouri
$9.1M +$826K +14,780 +10%
Legal & General Group
45
Legal & General Group
United Kingdom
$8.65M +$298K +5,330 +4%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$8.36M -$112K -1,998 -1%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$7.35M -$4.71M -84,313 -39%
RJA
48
Raymond James & Associates
Florida
$6.85M +$48.6K +869 +0.7%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$6.82M +$75.1K +1,344 +1%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6.58M -$11.2K -200 -0.2%
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