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Axos Financial
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Overview Fund Activity

318 hedge funds and large institutions have $2.79B invested in Axos Financial in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+9
Holders Change %
+2.91%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
48
Increased
96
Reduced
128
Closed
36
Calls
$48.6M
Puts
$71.4M
Net Calls
-$22.8M
Net Calls Change
-$1.96M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$88.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$35.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$19.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25.3M
5
Millennium Management
5
Millennium Management
New York
$21M

Top Sellers

1
State Street
1
State Street
Massachusetts
$172M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.3M
5
WA
5
Wasatch Advisors
Utah
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$8.93M -$431K -7,535 -5%
OCM
52
Orchard Capital Management
Illinois
$8.89M -$116K -2,021 -1%
Prudential Financial
53
Prudential Financial
New Jersey
$8.85M -$1.06M -18,578 -11%
Citigroup
54
Citigroup
New York
$8.37M -$1.1M -19,215 -12%
Legal & General Group
55
Legal & General Group
United Kingdom
$8.17M -$107K -1,865 -1%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$8.11M -$525K -9,183 -6%
RA
57
Royce & Associates
New York
$7.33M -$635K -11,105 -8%
UBS Group
58
UBS Group
Switzerland
$7.27M +$3.92M +68,583 +117%
SI
59
Scout Investments
Missouri
$7.2M -$688K -12,036 -9%
AQR Capital Management
60
AQR Capital Management
Connecticut
$6.96M -$3.18M -55,632 -31%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$6.83M +$46.5K +814 +0.7%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.38M +$444K +7,766 +7%
BCM
63
Bridgeway Capital Management
Texas
$6.32M +$11.4K +200 +0.2%
Barclays
64
Barclays
United Kingdom
$6.15M -$2.65M -46,384 -30%
Swiss National Bank
65
Swiss National Bank
Switzerland
$6.08M -$109K -1,900 -2%
SBH
66
Segall Bryant & Hamill
Illinois
$5.98M +$5.98M +104,669 New
UBS AM
67
UBS AM
Illinois
$5.78M +$3.08M +53,809 +114%
Victory Capital Management
68
Victory Capital Management
Texas
$5.73M -$3.63M -63,561 -39%
KIM
69
Kestrel Investment Management
California
$5.63M – – –
STB
70
S&T Bank
Pennsylvania
$5.39M -$2.5M -43,810 -32%
CI Investments Inc
71
CI Investments Inc
Ontario, Canada
$5.13M +$74.3K +1,300 +1%
Renaissance Technologies
72
Renaissance Technologies
New York
$5.08M +$5.08M +88,837 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$4.98M +$2.88M +50,421 +137%
RJA
74
Raymond James & Associates
Florida
$4.85M -$200K -3,495 -4%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$4.63M +$1.87M +32,654 +68%
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