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Axos Financial
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Overview Fund Activity

309 hedge funds and large institutions have $2.64B invested in Axos Financial in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 35 closing their positions.

Holders
309
Holders Change
+7
Holders Change %
+2.32%
% of All Funds
4.48%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
43
Increased
91
Reduced
124
Closed
35
Calls
$43.5M
Puts
$64.3M
Net Calls
-$20.8M
Net Calls Change
+$58.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$39.1M
2
American Century Companies
2
American Century Companies
Missouri
$66.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.5M
5
Franklin Resources
5
Franklin Resources
California
$9.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.7M
3
Millennium Management
3
Millennium Management
New York
$9.55M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.79M
5
State Street
5
State Street
Massachusetts
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
51
Victory Capital Management
Texas
$8.85M -$168K -3,112 -2%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$8.84M -$1.34M -24,767 -13%
OCM
53
Orchard Capital Management
Illinois
$8.51M -$8.42M -155,773 -50%
Rafferty Asset Management
54
Rafferty Asset Management
New York
$8.48M -$320K -5,926 -4%
Barclays
55
Barclays
United Kingdom
$8.32M -$8.08M -149,600 -49%
MGP
56
M&G plc
United Kingdom
$8.25M +$8.25M +152,762 New
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$8.16M -$547K -10,131 -6%
EIP
58
Epoch Investment Partners
New York
$7.83M +$7.83M +144,877 New
Legal & General Group
59
Legal & General Group
United Kingdom
$7.83M -$78.6K -1,454 -1%
CSS
60
Cubist Systematic Strategies
Connecticut
$7.79M -$12.2M -225,607 -61%
RA
61
Royce & Associates
New York
$7.53M +$252K +4,672 +3%
STB
62
S&T Bank
Pennsylvania
$7.46M -$923K -17,085 -11%
SI
63
Scout Investments
Missouri
$7.24M -$461K -8,790 -6%
EAM
64
Eagle Asset Management
Florida
$7.07M -$101K -1,933 -1%
Two Sigma Investments
65
Two Sigma Investments
New York
$6.93M +$4.49M +83,175 +185%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$6.42M -$943K -17,444 -13%
BCM
67
Bridgeway Capital Management
Texas
$5.97M – – –
Swiss National Bank
68
Swiss National Bank
Switzerland
$5.85M -$124K -2,300 -2%
Public Sector Pension Investment Board (PSP Investments)
69
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.61M -$152K -2,820 -3%
KIM
70
Kestrel Investment Management
California
$5.32M -$43.2K -800 -0.8%
CI Investments Inc
71
CI Investments Inc
Ontario, Canada
$4.78M +$362K +6,700 +8%
RJA
72
Raymond James & Associates
Florida
$4.77M +$344K +6,362 +8%
KCM
73
Kennedy Capital Management
Missouri
$4.03M -$1.99M -36,851 -33%
AllianceBernstein
74
AllianceBernstein
Tennessee
$3.91M -$311K -5,746 -7%
EP
75
Edgestream Partners
New Jersey
$3.83M +$1.73M +32,098 +83%
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