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Axos Financial
AX

251 hedge funds and large institutions have $1.61B invested in Axos Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more funds holding

Funds holding: 238 → 251 (+13)

5% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 84

0.03% more ownership

Funds ownership: 78.35% → 78.38% (+0.03%)

4% less capital invested

Capital invested by funds: $1.68B → $1.61B (-$72.2M)

84% less call options, than puts

Call options by funds: $8.94M | Put options by funds: $56.8M

Holders
251
Holders Change
+13
Holders Change %
+5.46%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
88
Reduced
84
Closed
18
Calls
$8.94M
Puts
$56.8M
Net Calls
-$47.8M
Net Calls Change
+$28.7M

Top Buyers

1
CWM
CCG Wealth Management
California
+$14.2M
2
Millennium Management
Millennium Management
New York
+$13.8M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$6.89M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.94M
5
FAM
Fred Alger Management
New York
+$4.61M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$14.9M
2
WA
Wasatch Advisors
Utah
-$11.6M
3
State Street
State Street
Massachusetts
-$9.35M
4
OCM
Orchard Capital Management
Illinois
-$6.36M
5
RHJA
Rice Hall James & Associates
California
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$2.04M +$270K +6,683 +13%
Squarepoint
77
Squarepoint
New York
$1.92M -$1.04M -25,727 -31%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$1.88M +$90.7K +2,242 +4%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$1.88M +$2.22M +54,768 New
BGIM
80
Brandywine Global Investment Management
Pennsylvania
$1.83M -$57.1K -1,411 -3%
GC
81
Gratus Capital
Georgia
$1.72M – – –
RJFSA
82
Raymond James Financial Services Advisors
Florida
$1.71M -$396K -9,787 -16%
COPPSERS
83
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.66M -$19.3K -476 -1%
ACM
84
AlphaCrest Capital Management
New York
$1.63M +$1.54M +38,158 +399%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$1.61M +$720K +17,777 +61%
CS
86
Credit Suisse
Switzerland
$1.58M +$13.2K +327 +0.7%
BRWA
87
B. Riley Wealth Advisors
Florida
$1.57M +$70.8K +1,750 +4%
YCM
88
Yousif Capital Management
Michigan
$1.53M -$53.9K -1,331 -3%
Arrowstreet Capital
89
Arrowstreet Capital
Massachusetts
$1.5M +$1.78M +43,884 New
UBS AM
90
UBS AM
Illinois
$1.43M -$440K -10,875 -21%
Truist Financial
91
Truist Financial
North Carolina
$1.42M +$168K +4,163 +11%
Comerica Bank
92
Comerica Bank
Texas
$1.42M -$205K -5,075 -11%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$1.41M +$20.4K +505 +1%
FG
94
Formula Growth
Quebec, Canada
$1.36M – – –
OQS
95
Occudo Quantitative Strategies
Florida
$1.33M +$439K +10,839 +39%
JF
96
Jump Financial
Illinois
$1.31M -$4.49K -111 -0.3%
TPSF
97
Texas Permanent School Fund
Texas
$1.31M -$22.1K -546 -1%
DTL
98
Dynamic Technology Lab
Singapore
$1.3M +$1.53M +37,900 New
SOADOR
99
State of Alaska Department of Revenue
Alaska
$1.26M -$152K -3,762 -9%
Barclays
100
Barclays
United Kingdom
$1.19M +$725K +17,901 +106%
2 3
4
5 6

AX Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2022, worth a combined $1.61B — down 4.3% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AX positions and 18 closed out — a net gain of 16 holders — while 88 added to existing stakes and 84 trimmed.

The largest buyer was CCG Wealth Management, opening a new position worth an estimated $14.2M. The largest seller was Aberdeen Group, cutting an estimated $14.9M.

  • 251 institutional investors held Axos Financial (AX) as of Q3 2022, up from 238 in Q2 2022.
  • Funds reported $1.61B of Axos Financial stock for Q3 2022, down 4.3% quarter-over-quarter.
  • 34 funds opened new Axos Financial positions in Q3 2022 and 18 closed out, a net change of +16 holders.
  • The largest Axos Financial buyer in Q3 2022 was CCG Wealth Management, an estimated $14.2M added.
  • The largest Axos Financial seller in Q3 2022 was Aberdeen Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2022.