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Axos Financial
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Overview Fund Activity

261 hedge funds and large institutions have $1.82B invested in Axos Financial in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
261
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
4.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
31
Increased
96
Reduced
92
Closed
27
Calls
$18.3M
Puts
$81.6M
Net Calls
-$63.3M
Net Calls Change
-$38.4M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$52.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.54M
3
FCM
3
FJ Capital Management
Virginia
$8.53M
4
Millennium Management
4
Millennium Management
New York
$22.5M
5
GCM
5
Geneva Capital Management
Wisconsin
$27.5M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
EIP
2
Epoch Investment Partners
New York
$0
3
State Street
3
State Street
Massachusetts
$101M
4
WA
4
Wasatch Advisors
Utah
$45.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
26
Pembroke Management
Quebec, Canada
$13.5M -$2.81M -74,168 -17%
BFA
27
Bragg Financial Advisors
North Carolina
$13.4M +$5.28M +139,473 +65%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$13.2M -$6.6M -174,361 -33%
OCM
29
Orchard Capital Management
Illinois
$11.3M – – –
TG
30
TCW Group
California
$11M +$4.66M +123,100 +74%
Principal Financial Group
31
Principal Financial Group
Iowa
$10.7M -$621K -16,406 -5%
Victory Capital Management
32
Victory Capital Management
Texas
$10.3M -$189K -4,993 -2%
SCA
33
Stieven Capital Advisors
Missouri
$10.2M +$367K +9,700 +4%
ACM
34
Ategra Capital Management
Virginia
$9.95M +$103K +2,721 +1%
Citadel Advisors
35
Citadel Advisors
Florida
$9.54M +$9.5M +250,813 +24,186%
Invesco
36
Invesco
Georgia
$8.81M -$226K -5,977 -3%
FCM
37
FJ Capital Management
Virginia
$8.53M +$8.53M +225,421 New
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$8.14M +$313K +8,261 +4%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$7.61M +$2.69M +71,173 +55%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$7.21M +$2.52M +66,500 +54%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$6.9M +$4.94M +130,529 +252%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$6.77M +$69.5K +1,836 +1%
EA
43
Emerald Advisers
Pennsylvania
$6.68M +$1.86M +49,110 +39%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$6.55M -$1.57M -41,570 -19%
STB
45
S&T Bank
Pennsylvania
$6.15M -$176K -4,659 -3%
EMFAT
46
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.14M +$1.58M +41,760 +35%
RA
47
Royce & Associates
New York
$6.03M -$177K -4,683 -3%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$5.68M +$4.02M +106,124 +242%
Legal & General Group
49
Legal & General Group
United Kingdom
$5.63M -$166K -4,391 -3%
PI
50
Putnam Investments
Massachusetts
$5.58M -$190K -5,023 -3%
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