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Axos Financial
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Overview Fund Activity

302 hedge funds and large institutions have $2.74B invested in Axos Financial in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 75 increasing their positions, 121 reducing their positions, and 21 closing their positions.

Holders
302
Holders Change
+41
Holders Change %
+15.71%
% of All Funds
4.43%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
66
Increased
75
Reduced
121
Closed
21
Calls
$71.7M
Puts
$151M
Net Calls
-$79.1M
Net Calls Change
-$15.8M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$74.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.4M
3
State Street
3
State Street
Massachusetts
$191M
4
Goldman Sachs
4
Goldman Sachs
New York
$43.4M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$20.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$33.8M
2
American Century Companies
2
American Century Companies
Missouri
$53M
3
BCM
3
Basswood Capital Management
New York
$14.7M
4
RI
4
Redwood Investments
Massachusetts
$4.05M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.09M
Name Market Value Shares Shares
Change 		Shares
Change %
CSS
26
Cubist Systematic Strategies
Connecticut
$20.2M 369,759 +231,722 +168%
BFA
27
Bragg Financial Advisors
North Carolina
$19.5M 357,188 +3,527 +1%
EA
28
Emerald Advisers
Pennsylvania
$19.5M 356,525 +180,129 +102%
PM
29
Pembroke Management
Quebec, Canada
$18.9M 346,947 -8,534 -2%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$18.9M 346,097 +145,093 +72%
OCM
31
Orchard Capital Management
Illinois
$17.1M 313,313 +15,677 +5%
Barclays
32
Barclays
United Kingdom
$16.6M 303,612 +196,004 +182%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.3M 299,285 +136,981 +84%
TG
34
TCW Group
California
$15.9M 290,500 – –
ACM
35
Ategra Capital Management
Virginia
$15.6M 285,470 +22,547 +9%
SCA
36
Stieven Capital Advisors
Missouri
$15.4M 282,633 +12,500 +5%
Invesco
37
Invesco
Georgia
$15.1M 277,046 +44,311 +19%
BCM
38
Basswood Capital Management
New York
$14.7M 270,072 -398,426 -60%
Principal Financial Group
39
Principal Financial Group
Iowa
$14.6M 268,236 -15,049 -5%
Bank of America
40
Bank of America
North Carolina
$14M 256,264 +187,335 +272%
Lazard Asset Management
41
Lazard Asset Management
New York
$13.4M 245,147 +132,574 +118%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$11.7M 214,950 +133,113 +163%
Citigroup
43
Citigroup
New York
$10.3M 188,709 +139,438 +283%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$10.3M 188,353 -2,177 -1%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$10.2M 187,413 -27,666 -13%
First Eagle Investment Management
46
First Eagle Investment Management
New York
$9.55M 174,922 +64,939 +59%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$9.24M 169,151 -9,595 -5%
Victory Capital Management
48
Victory Capital Management
Texas
$9.11M 166,892 -105,778 -39%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$9.01M 165,106 -17,246 -9%
Rafferty Asset Management
50
Rafferty Asset Management
New York
$8.89M 162,804 +102,704 +171%
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