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Axos Financial
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Overview Fund Activity

238 hedge funds and large institutions have $1.68B invested in Axos Financial in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-11
Holders Change %
-4.42%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
85
Reduced
81
Closed
36
Calls
$7.64M
Puts
$84.2M
Net Calls
-$76.6M
Net Calls Change
-$62.9M

Top Buyers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$21.9M
2
BCM
2
Basswood Capital Management
New York
$19.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.5M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$7.35M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$16.6M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$485K
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$6.81M
3
BlackRock
3
BlackRock
New York
$304M
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$4.57M +$1.78M +49,646 +64%
Swiss National Bank
52
Swiss National Bank
Switzerland
$4.54M – – –
Wellington Management Group
53
Wellington Management Group
Massachusetts
$4.49M -$74.2K -2,070 -2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$4.11M -$38.4K -1,070 -0.9%
BFA
55
Bragg Financial Advisors
North Carolina
$3.88M -$3.95M -110,316 -50%
CIS
56
Connors Investor Services
Pennsylvania
$3.88M -$163K -4,549 -4%
FP
57
Foundry Partners
Minnesota
$3.86M +$112K +3,125 +3%
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$3.7M -$2.11M -58,779 -36%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.56M -$19.9K -555 -0.6%
AllianceBernstein
60
AllianceBernstein
Tennessee
$3.22M +$183K +5,095 +6%
First Eagle Investment Management
61
First Eagle Investment Management
New York
$3.06M +$1.32M +36,957 +76%
Deutsche Bank
62
Deutsche Bank
Germany
$2.96M -$176K -4,907 -6%
Squarepoint
63
Squarepoint
New York
$2.93M +$550K +15,335 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
64
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.92M +$2.92M +81,400 New
GCM
65
Gator Capital Management
Florida
$2.83M – – –
Prudential Financial
66
Prudential Financial
New Jersey
$2.79M -$16.4K -457 -0.6%
KCM
67
Kennedy Capital Management
Missouri
$2.7M +$133K +3,720 +5%
Marshall Wace
68
Marshall Wace
United Kingdom
$2.55M +$1.59M +44,269 +164%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$2.52M +$14.1K +393 +0.6%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2.42M -$36 -1 -0%
Federated Hermes
71
Federated Hermes
Pennsylvania
$2.4M +$2.4M +67,046 New
DADC
72
D.A. Davidson & Co
Montana
$2.24M -$539K -15,047 -19%
EMFAT
73
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.22M – – –
RJFSA
74
Raymond James Financial Services Advisors
Florida
$2.14M +$651K +18,147 +44%
EGM
75
Engineers Gate Manager
New York
$2.04M +$2.04M +56,869 New
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