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Axos Financial
AX

249 hedge funds and large institutions have $2.13B invested in Axos Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

2% more funds holding

Funds holding: 245 → 249 (+4)

0.67% more ownership

Funds ownership: 76.44% → 77.1% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 94

16% less capital invested

Capital invested by funds: $2.54B → $2.13B (-$412M)

60% less call options, than puts

Call options by funds: $9.13M | Put options by funds: $22.8M

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
83
Reduced
94
Closed
25
Calls
$9.13M
Puts
$22.8M
Net Calls
-$13.7M
Net Calls Change
-$16.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$14M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$11.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.4M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9.33M
5
State Street
State Street
Massachusetts
+$9.01M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.4M
2
FAM
Fred Alger Management
New York
-$8.82M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$7.92M
4
FP
Foundry Partners
Minnesota
-$7.82M
5
RA
Royce & Associates
New York
-$6.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$5.36M -$340K -6,443 -5%
CIS
52
Connors Investor Services
Pennsylvania
$5.23M +$141K +2,660 +2%
Citadel Advisors
53
Citadel Advisors
Florida
$5.16M +$5.87M +111,195 New
CSS
54
Cubist Systematic Strategies
Connecticut
$4.9M +$3.26M +61,714 +140%
FP
55
Foundry Partners
Minnesota
$4.85M -$7.82M -148,037 -59%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.64M -$481K -9,100 -8%
Deutsche Bank
57
Deutsche Bank
Germany
$4.06M +$2.24M +42,452 +94%
AllianceBernstein
58
AllianceBernstein
Tennessee
$3.92M -$393K -7,443 -8%
DA
59
Denali Advisors
California
$3.75M +$217K +4,100 +5%
GCM
60
Gator Capital Management
Florida
$3.66M – – –
Prudential Financial
61
Prudential Financial
New Jersey
$3.63M -$525K -9,943 -11%
Goldman Sachs
62
Goldman Sachs
New York
$3.61M -$1.98M -37,479 -32%
AIA
63
Avalon Investment & Advisory
Texas
$3.6M +$455K +8,617 +12%
DADC
64
D.A. Davidson & Co
Montana
$3.59M +$2.8M +53,016 +217%
Nomura Asset Management
65
Nomura Asset Management
Japan
$3.49M – – –
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$3.43M +$149K +2,828 +4%
KCM
67
Kennedy Capital Management
Missouri
$3.33M -$37.8K -716 -1%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$3.25M -$335K -6,345 -8%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$3.13M -$133K -2,523 -4%
Squarepoint
70
Squarepoint
New York
$3.08M +$2.21M +41,858 +170%
EMFAT
71
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.88M – – –
LIC
72
Laurus Investment Counsel
Canada
$2.82M +$910K +17,230 +40%
UBS AM
73
UBS AM
Illinois
$2.64M -$296K -5,602 -9%
First Trust Advisors
74
First Trust Advisors
Illinois
$2.52M -$1.64M -30,971 -36%
GC
75
Gratus Capital
Georgia
$2.39M – – –
1 2
3
4 5

AX Hedge Fund Activity: Q1 2022 in Review

249 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2022, worth a combined $2.13B — down 16% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AX positions and 25 closed out — a net gain of 7 holders — while 83 added to existing stakes and 94 trimmed.

The largest buyer was Millennium Management, adding an estimated $14M. The largest seller was Lord, Abbett & Co, cutting an estimated $10.4M.

  • 249 institutional investors held Axos Financial (AX) as of Q1 2022, up from 245 in Q4 2021.
  • Funds reported $2.13B of Axos Financial stock for Q1 2022, down 16% quarter-over-quarter.
  • 32 funds opened new Axos Financial positions in Q1 2022 and 25 closed out, a net change of +7 holders.
  • The largest Axos Financial buyer in Q1 2022 was Millennium Management, an estimated $14M added.
  • The largest Axos Financial seller in Q1 2022 was Lord, Abbett & Co, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2022.