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Axos Financial
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Overview Fund Activity

244 hedge funds and large institutions have $1.71B invested in Axos Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 30 closing their positions.

Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
91
Reduced
80
Closed
30
Calls
$1.39M
Puts
$19.5M
Net Calls
-$18.1M
Net Calls Change
+$29.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$244M
2
BlackRock
2
BlackRock
New York
$338M
3
Goldman Sachs
3
Goldman Sachs
New York
$15.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.6M
5
DAM
5
Davis Asset Management
California
$38.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$55.1M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$0
4
FAM
4
Fred Alger Management
New York
$41.9M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$382
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$15.6M +$7.79M +203,701 +100%
RI
27
Redwood Investments
Massachusetts
$14.6M -$299K -7,825 -2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$14.2M -$1.71M -44,832 -11%
CWM
29
CCG Wealth Management
California
$14.2M +$789K +20,640 +6%
Principal Financial Group
30
Principal Financial Group
Iowa
$12.5M -$64.2K -1,679 -0.5%
OCM
31
Orchard Capital Management
Illinois
$11.9M – – –
Citadel Advisors
32
Citadel Advisors
Florida
$10.6M +$6.52M +170,642 +160%
RA
33
Royce & Associates
New York
$10.4M +$464K +12,148 +5%
ACM
34
Ategra Capital Management
Virginia
$9.6M +$642K +16,807 +7%
SCA
35
Stieven Capital Advisors
Missouri
$8.34M -$1.27M -33,259 -13%
SI
36
Scout Investments
Missouri
$8.16M +$223K +5,839 +3%
Bank of America
37
Bank of America
North Carolina
$7.81M +$171K +4,462 +2%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$6.61M +$224K +5,870 +4%
STB
39
S&T Bank
Pennsylvania
$6.57M -$20.1K -527 -0.3%
CSS
40
Cubist Systematic Strategies
Connecticut
$6.51M -$1.42M -37,102 -18%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$6.26M -$153K -4,010 -2%
Legal & General Group
42
Legal & General Group
United Kingdom
$6M +$59.7K +1,562 +1%
Invesco
43
Invesco
Georgia
$5.88M -$711K -18,590 -11%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$5.69M +$248K +6,492 +5%
Fidelity International
45
Fidelity International
Bermuda
$5.44M -$565K -14,785 -9%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$5.11M +$378K +9,893 +8%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5.1M +$457K +11,966 +10%
RJA
48
Raymond James & Associates
Florida
$5.03M -$105K -2,745 -2%
Swiss National Bank
49
Swiss National Bank
Switzerland
$4.97M +$103K +2,700 +2%
Victory Capital Management
50
Victory Capital Management
Texas
$4.68M +$12.8K +334 +0.3%
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