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Axos Financial
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Overview Fund Activity

309 hedge funds and large institutions have $2.64B invested in Axos Financial in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+7
Holders Change %
+2.32%
% of All Funds
4.48%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
43
Increased
91
Reduced
124
Closed
35
Calls
$43.5M
Puts
$64.3M
Net Calls
-$20.8M
Net Calls Change
+$58.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$39.1M
2
American Century Companies
2
American Century Companies
Missouri
$66.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.5M
5
Franklin Resources
5
Franklin Resources
California
$9.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.7M
3
Millennium Management
3
Millennium Management
New York
$9.55M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.79M
5
State Street
5
State Street
Massachusetts
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.9M +$2.68M +49,625 +17%
PM
27
Pembroke Management
Quebec, Canada
$18.1M -$602K -11,147 -3%
Bank of America
28
Bank of America
North Carolina
$18.1M +$4.25M +78,726 +31%
Goldman Sachs
29
Goldman Sachs
New York
$17.7M -$25.3M -467,582 -59%
SCA
30
Stieven Capital Advisors
Missouri
$17.5M +$2.24M +41,400 +15%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$16.9M -$1.77M -32,683 -9%
Norges Bank
32
Norges Bank
Norway
$16.7M -$4.67M -86,497 -22%
Invesco
33
Invesco
Georgia
$16M +$1.06M +19,704 +7%
TG
34
TCW Group
California
$15.7M – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$15.5M +$9.44M +174,620 +157%
ACM
36
Ategra Capital Management
Virginia
$15.4M -$10.1K -187 -0.1%
BCM
37
Basswood Capital Management
New York
$14.6M – – –
Principal Financial Group
38
Principal Financial Group
Iowa
$14.2M -$256K -4,737 -2%
Lazard Asset Management
39
Lazard Asset Management
New York
$14.1M +$808K +14,953 +6%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$12.3M +$2.17M +40,127 +21%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$11.2M +$5.52M +102,205 +97%
First Eagle Investment Management
42
First Eagle Investment Management
New York
$10.1M +$684K +12,650 +7%
AQR Capital Management
43
AQR Capital Management
Connecticut
$9.59M +$7.78M +143,935 +430%
Millennium Management
44
Millennium Management
New York
$9.55M -$12.2M -226,210 -56%
Franklin Resources
45
Franklin Resources
California
$9.41M +$7.93M +146,709 +536%
Prudential Financial
46
Prudential Financial
New Jersey
$9.37M +$1.31M +24,161 +16%
AG
47
Algert Global
California
$9.02M +$4.72M +87,323 +110%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$9.01M -$136K -2,512 -1%
Citigroup
49
Citigroup
New York
$8.95M -$1.24M -23,015 -12%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$8.86M -$66.5K -1,230 -0.7%
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