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Axos Financial
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Overview Fund Activity

256 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
89
Reduced
84
Closed
29
Calls
$5.34M
Puts
$57.9M
Net Calls
-$52.6M
Net Calls Change
-$34.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$54.6M
2
State Street
2
State Street
Massachusetts
$98.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.6M
4
DAM
4
Davis Asset Management
California
$44.3M
5
WA
5
Wasatch Advisors
Utah
$57.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$5.34M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.4M
3
GCM
3
Geneva Capital Management
Wisconsin
$20M
4
CWM
4
CCG Wealth Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$4.3M -$498K -13,500 -10%
PI
52
Putnam Investments
Massachusetts
$4.2M +$4.2M +113,719 New
BFA
53
Bragg Financial Advisors
North Carolina
$4.05M +$185K +5,018 +5%
CSS
54
Cubist Systematic Strategies
Connecticut
$3.97M -$2.32M -62,796 -37%
GCM
55
Gator Capital Management
Florida
$3.92M – – –
AllianceBernstein
56
AllianceBernstein
Tennessee
$3.83M -$291K -7,881 -7%
Two Sigma Investments
57
Two Sigma Investments
New York
$3.79M +$72.9K +1,975 +2%
Prudential Financial
58
Prudential Financial
New Jersey
$3.74M +$915K +24,786 +32%
CI Investments Inc
59
CI Investments Inc
Ontario, Canada
$3.64M -$546K -14,800 -13%
BFM
60
Boothbay Fund Management
New York
$3.49M +$3.49M +94,575 New
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.47M -$119K -3,228 -3%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$3.38M +$3.38M +91,658 New
Axa
63
Axa
France
$3.16M +$3.16M +85,700 New
CIS
64
Connors Investor Services
Pennsylvania
$2.93M -$1.02M -27,760 -26%
KCM
65
Kennedy Capital Management
Missouri
$2.84M +$53.3K +1,444 +2%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$2.64M +$406K +11,000 +18%
AG
67
Algert Global
California
$2.6M +$104K +2,808 +4%
EMFAT
68
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.59M +$298K +8,073 +13%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$2.54M -$34.4K -933 -1%
EA
70
Emerald Advisers
Pennsylvania
$2.48M +$2.48M +67,121 New
Assenagon Asset Management
71
Assenagon Asset Management
Luxembourg
$2.38M -$12.7K -344 -0.5%
Citadel Advisors
72
Citadel Advisors
Florida
$2.27M -$7.98M -216,061 -78%
First Trust Advisors
73
First Trust Advisors
Illinois
$2.27M +$30.9K +837 +1%
Cerity Partners
74
Cerity Partners
New York
$2.18M +$2.18M +1,064 New
Barclays
75
Barclays
United Kingdom
$2.15M +$1.15M +31,240 +116%
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