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Axos Financial
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Overview Fund Activity

318 hedge funds and large institutions have $2.79B invested in Axos Financial in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+9
Holders Change %
+2.91%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
48
Increased
96
Reduced
128
Closed
36
Calls
$48.6M
Puts
$71.4M
Net Calls
-$22.8M
Net Calls Change
-$1.96M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$35.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$19.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25.3M
5
Millennium Management
5
Millennium Management
New York
$21M

Top Sellers

1
State Street
1
State Street
Massachusetts
$172M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.3M
5
WA
5
Wasatch Advisors
Utah
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
26
Bragg Financial Advisors
North Carolina
$22.6M +$2.06M +36,122 +10%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.8M +$1.91M +33,366 +10%
Millennium Management
28
Millennium Management
New York
$21M +$10.9M +190,584 +108%
Two Sigma Investments
29
Two Sigma Investments
New York
$19.7M +$12.4M +216,575 +169%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$19.4M +$1.46M +25,634 +8%
RHJA
31
Rice Hall James & Associates
California
$19.1M -$3.11M -54,369 -14%
SCA
32
Stieven Capital Advisors
Missouri
$18.8M +$251K +4,400 +1%
PM
33
Pembroke Management
Quebec, Canada
$17.7M -$1.54M -26,901 -8%
Lazard Asset Management
34
Lazard Asset Management
New York
$17M +$2.14M +37,520 +14%
Invesco
35
Invesco
Georgia
$16.6M -$361K -6,317 -2%
BCM
36
Basswood Capital Management
New York
$14.8M -$636K -11,135 -4%
Principal Financial Group
37
Principal Financial Group
Iowa
$14.3M -$731K -12,799 -5%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$14.3M -$2.09M -36,576 -13%
ACM
39
Ategra Capital Management
Virginia
$14.1M -$2.23M -39,046 -14%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$13.7M +$1.82M +31,890 +15%
TG
41
TCW Group
California
$12.4M -$4.25M -74,400 -26%
First Eagle Investment Management
42
First Eagle Investment Management
New York
$12.2M +$1.49M +26,000 +14%
Bank of America
43
Bank of America
North Carolina
$10.8M -$8.38M -146,648 -44%
AG
44
Algert Global
California
$10.5M +$940K +16,448 +10%
Franklin Resources
45
Franklin Resources
California
$9.96M +$8.69K +152 +0.1%
MGP
46
M&G plc
United Kingdom
$9.79M +$1.08M +18,978 +12%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$9.57M +$51.1K +895 +0.5%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$9M -$346K -6,046 -4%
GCM
49
Gator Capital Management
Florida
$8.98M +$8.98M +157,180 New
Rafferty Asset Management
50
Rafferty Asset Management
New York
$8.95M -$12.3K -215 -0.1%
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