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Axos Financial
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Overview Fund Activity

244 hedge funds and large institutions have $1.71B invested in Axos Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
91
Reduced
80
Closed
30
Calls
$1.39M
Puts
$19.5M
Net Calls
-$18.1M
Net Calls Change
+$29.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$244M
2
BlackRock
2
BlackRock
New York
$338M
3
Goldman Sachs
3
Goldman Sachs
New York
$15.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.6M
5
DAM
5
Davis Asset Management
California
$38.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$55.1M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$0
4
FAM
4
Fred Alger Management
New York
$41.9M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$382
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
51
Foundry Partners
Minnesota
$4.59M +$507K +13,264 +12%
CI Investments Inc
52
CI Investments Inc
Ontario, Canada
$4.34M -$420K -11,000 -9%
AllianceBernstein
53
AllianceBernstein
Tennessee
$4.26M +$133K +3,476 +3%
CIS
54
Connors Investor Services
Pennsylvania
$4.1M +$4.78K +125 +0.1%
GCM
55
Gator Capital Management
Florida
$4.05M +$1.04M +27,200 +34%
BFA
56
Bragg Financial Advisors
North Carolina
$4M -$12.4K -324 -0.3%
Two Sigma Investments
57
Two Sigma Investments
New York
$3.85M +$1.15M +30,142 +43%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.71M -$14.3K -373 -0.4%
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$3.71M +$175K +4,569 +5%
Prudential Financial
60
Prudential Financial
New Jersey
$2.92M -$20.4K -534 -0.7%
KCM
61
Kennedy Capital Management
Missouri
$2.88M -$5.66K -148 -0.2%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$2.75M -$142K -3,707 -5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$2.66M +$32.8K +857 +1%
AG
64
Algert Global
California
$2.59M -$585K -15,295 -18%
Assenagon Asset Management
65
Assenagon Asset Management
Luxembourg
$2.48M +$39.6K +1,035 +2%
EMFAT
66
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.37M – – –
First Trust Advisors
67
First Trust Advisors
Illinois
$2.32M -$646K -16,895 -22%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$2.31M +$1.43M +37,400 +162%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.18M +$332K +8,675 +18%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$2.09M -$8.48K -222 -0.4%
Canada Life
71
Canada Life
Manitoba, Canada
$2.08M -$196K -5,128 -9%
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$1.98M -$59.4K -1,554 -3%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$1.97M +$420K +10,844 +27%
GC
74
Gratus Capital
Georgia
$1.91M -$7.49K -196 -0.4%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$1.74M -$170K -4,450 -9%
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