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Axos Financial
AX

Overview Fund Activity

333 hedge funds and large institutions have $3B invested in Axos Financial in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
55
Increased
109
Reduced
115
Closed
39
Calls
$51M
Puts
$69.4M
Net Calls
-$18.5M
Net Calls Change
+$4.33M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$382M
2
WA
Wasatch Advisors
Utah
$72.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.6M
4
State Street
State Street
Massachusetts
$200M
5
Invesco
Invesco
Georgia
$28.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.7M
2
RHJA
Rice Hall James & Associates
California
$4.96M
3
Lazard Asset Management
Lazard Asset Management
New York
$8.91M
4
MGP
M&G plc
United Kingdom
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.6M +$2.53M +40,184 +11%
BFA
27
Bragg Financial Advisors
North Carolina
$24.9M +$106K +1,686 +0.4%
Principal Financial Group
28
Principal Financial Group
Iowa
$20.2M +$4.4M +70,017 +28%
Millennium Management
29
Millennium Management
New York
$19.8M -$3.27M -51,960 -14%
SCA
30
Stieven Capital Advisors
Missouri
$17.9M -$2.71M -43,100 -13%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$17.7M +$2.02M +32,095 +13%
BCM
32
Basswood Capital Management
New York
$16.3M – – –
Two Sigma Investments
33
Two Sigma Investments
New York
$16M -$5.66M -90,086 -26%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$15.3M -$5.99M -95,299 -28%
PM
35
Pembroke Management
Quebec, Canada
$15.1M -$4.34M -68,989 -22%
Bank of America
36
Bank of America
North Carolina
$14.9M +$3.11M +49,408 +26%
Citadel Advisors
37
Citadel Advisors
Florida
$14.7M -$72.2M -1,147,531 -83%
First Eagle Investment Management
38
First Eagle Investment Management
New York
$12.9M -$516K -8,200 -4%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$12.6M +$12.5M +198,591 +8,958%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$11M -$4.06M -64,613 -27%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$10.4M -$159K -2,531 -2%
TG
42
TCW Group
California
$10.3M -$3.31M -52,700 -24%
AG
43
Algert Global
California
$9.97M -$1.56M -24,735 -13%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$9.87M -$272K -4,200 -3%
GCM
45
Gator Capital Management
Florida
$9.63M -$252K -4,000 -3%
Citigroup
46
Citigroup
New York
$9.5M +$294K +4,672 +3%
Legal & General Group
47
Legal & General Group
United Kingdom
$9.34M +$345K +5,482 +4%
Franklin Resources
48
Franklin Resources
California
$9.3M -$2M -30,894 -18%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$9.11M +$195K +3,100 +2%
ACM
50
Ategra Capital Management
Virginia
$9.11M -$6.38M -101,395 -41%
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