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Axos Financial
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Overview Fund Activity

256 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
89
Reduced
84
Closed
29
Calls
$5.34M
Puts
$57.9M
Net Calls
-$52.6M
Net Calls Change
-$34.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$54.6M
2
State Street
2
State Street
Massachusetts
$98.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.6M
4
DAM
4
Davis Asset Management
California
$44.3M
5
WA
5
Wasatch Advisors
Utah
$57.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$5.34M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.4M
3
GCM
3
Geneva Capital Management
Wisconsin
$20M
4
CWM
4
CCG Wealth Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$15.8M -$5.89M -159,399 -27%
BCM
27
Basswood Capital Management
New York
$15.8M -$1.49M -40,442 -9%
RI
28
Redwood Investments
Massachusetts
$14.3M +$225K +6,083 +2%
SCA
29
Stieven Capital Advisors
Missouri
$13.9M +$5.81M +157,300 +72%
Principal Financial Group
30
Principal Financial Group
Iowa
$11.9M -$142K -3,834 -1%
OCM
31
Orchard Capital Management
Illinois
$11.9M +$369K +10,000 +3%
RA
32
Royce & Associates
New York
$10.2M +$207K +5,600 +2%
ACM
33
Ategra Capital Management
Virginia
$9.61M +$339K +9,191 +4%
Millennium Management
34
Millennium Management
New York
$7.88M -$12.9M -350,710 -62%
SI
35
Scout Investments
Missouri
$7.8M -$88.8K -2,404 -1%
Bank of America
36
Bank of America
North Carolina
$7.76M +$219K +5,934 +3%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$6.67M +$281K +7,600 +4%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$6.49M +$442K +11,974 +7%
Victory Capital Management
39
Victory Capital Management
Texas
$6.48M +$1.95M +52,939 +43%
STB
40
S&T Bank
Pennsylvania
$6.28M -$67.3K -1,822 -1%
RJA
41
Raymond James & Associates
Florida
$6.27M +$1.42M +38,410 +29%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$5.87M +$377K +10,213 +7%
Legal & General Group
43
Legal & General Group
United Kingdom
$5.82M +$20.9K +565 +0.4%
Invesco
44
Invesco
Georgia
$5.57M -$111K -3,020 -2%
FAM
45
Fred Alger Management
New York
$5.34M -$35.1M -950,760 -87%
TG
46
TCW Group
California
$5.29M +$5.29M +143,200 New
Fidelity International
47
Fidelity International
Bermuda
$5.06M -$193K -5,228 -4%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$4.72M -$202K -5,459 -4%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$4.47M -$474K -12,847 -10%
Deutsche Bank
50
Deutsche Bank
Germany
$4.41M +$3.15M +85,392 +251%
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