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Axos Financial
AX

Overview Fund Activity

233 hedge funds and large institutions have $2.37B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
72
Reduced
80
Closed
18
Calls
$8.88M
Puts
$3.75M
Net Calls
+$5.12M
Net Calls Change
+$661K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.7M
2
RI
2
Redwood Investments
Massachusetts
$21.7M
3
WA
3
Wasatch Advisors
Utah
$99M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$31.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.37M

Top Sellers

1
State Street
1
State Street
Massachusetts
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$95.9M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$2.38M -$4.74K -92 -0.2%
CS
77
Credit Suisse
Switzerland
$2.33M -$206K -4,003 -8%
Barclays
78
Barclays
United Kingdom
$2.3M +$873K +16,946 +61%
Deutsche Bank
79
Deutsche Bank
Germany
$2.24M -$1.67M -32,378 -43%
BMSSC
80
B. Metzler seel. Sohn & Co
Germany
$2.24M +$116K +2,241 +5%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$2.22M +$52.7K +1,022 +2%
Jennison Associates
82
Jennison Associates
New York
$2.22M -$328K -6,364 -13%
Millennium Management
83
Millennium Management
New York
$2.19M +$217K +4,207 +11%
SEI Investments
84
SEI Investments
Pennsylvania
$2.19M -$44.7K -854 -2%
PP
85
PDT Partners
New York
$2.09M – – –
COPPSERS
86
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.09M +$47.8K +928 +2%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$2.07M -$604K -11,727 -23%
FG
88
Formula Growth
Quebec, Canada
$2.04M – – –
TPSF
89
Texas Permanent School Fund
Texas
$2.04M +$55.9K +1,085 +3%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$2.01M +$168K +3,263 +9%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$1.95M -$1.86K -36 -0.1%
Citigroup
92
Citigroup
New York
$1.85M -$326K -6,333 -15%
AIG
93
American International Group
New York
$1.83M -$53.9K -1,046 -3%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$1.71M -$20.5K -398 -1%
Truist Financial
95
Truist Financial
North Carolina
$1.6M +$89.5K +1,737 +6%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$1.58M – – –
VCM
97
Virtue Capital Management
Tennessee
$1.53M -$64.6K -1,254 -4%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.47M -$138K -2,686 -9%
AB
99
Amalgamated Bank
New York
$1.36M +$7.27K +141 +0.5%
Squarepoint
100
Squarepoint
New York
$1.34M +$461K +8,950 +53%
2 3
4
5 6