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Axos Financial
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Overview Fund Activity

245 hedge funds and large institutions have $2.54B invested in Axos Financial in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
74
Reduced
82
Closed
25
Calls
$3.03M
Puts
$620K
Net Calls
+$2.41M
Net Calls Change
-$2.71M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$33.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M
3
Ameriprise
3
Ameriprise
Minnesota
$110M
4
BlackRock
4
BlackRock
New York
$489M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$4.21M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$33.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$795K
3
EIP
3
Epoch Investment Partners
New York
$46.7M
4
BCM
4
Basswood Capital Management
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$6.45M +$3.11M +55,648 +93%
CIS
52
Connors Investor Services
Pennsylvania
$6.16M -$1.36M -24,391 -18%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.1M +$66K +1,180 +1%
AllianceBernstein
54
AllianceBernstein
Tennessee
$5.15M -$22K -394 -0.4%
Prudential Financial
55
Prudential Financial
New Jersey
$4.93M +$133K +2,381 +3%
First Trust Advisors
56
First Trust Advisors
Illinois
$4.77M +$1.46M +26,144 +44%
GCM
57
Gator Capital Management
Florida
$4.41M +$4.41M +78,880 New
DA
58
Denali Advisors
California
$4.29M +$548K +9,800 +15%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$4.27M +$101K +1,814 +2%
Nomura Asset Management
60
Nomura Asset Management
Japan
$4.21M +$4.21M +75,328 New
Barclays
61
Barclays
United Kingdom
$4.19M +$1.69M +30,264 +68%
KCM
62
Kennedy Capital Management
Missouri
$4.05M -$142K -2,540 -3%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$3.97M +$157K +2,799 +4%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$3.92M -$21.8K -390 -0.6%
AIA
65
Avalon Investment & Advisory
Texas
$3.86M -$552K -9,873 -13%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$3.76M +$1.52M +27,151 +68%
UBS AM
67
UBS AM
Illinois
$3.5M +$53.5K +956 +2%
EMFAT
68
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.47M – – –
Wells Fargo
69
Wells Fargo
California
$3.14M -$8.58M -153,406 -73%
LIC
70
Laurus Investment Counsel
Canada
$3.12M +$1.93M +27,040 +163%
EIM
71
Essex Investment Management
Massachusetts
$2.91M – – –
GC
72
Gratus Capital
Georgia
$2.89M +$32.2K +575 +1%
YCM
73
Yousif Capital Management
Michigan
$2.86M +$2.86M +51,058 New
Citigroup
74
Citigroup
New York
$2.72M +$712K +12,742 +35%
CS
75
Credit Suisse
Switzerland
$2.69M +$162K +2,893 +6%
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