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Axos Financial
AX

244 hedge funds and large institutions have $1.71B invested in Axos Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 80

7% more capital invested

Capital invested by funds: $1.61B → $1.71B (+$105M)

0.14% more ownership

Funds ownership: 78.38% → 78.52% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 251 → 244 (-7)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

93% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $19.5M

Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
91
Reduced
80
Closed
30
Calls
$1.39M
Puts
$19.5M
Net Calls
-$18.1M
Net Calls Change
+$29.7M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$16.3M
2
BlackRock
BlackRock
New York
+$10.3M
3
Goldman Sachs
Goldman Sachs
New York
+$7.76M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.58M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$17.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$13.9M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$5.13M
4
FAM
Fred Alger Management
New York
-$3M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$1.69M -$80.5K -2,111 -5%
BRWA
77
B. Riley Wealth Advisors
Florida
$1.68M -$77.5K -2,033 -4%
VRS
78
Virginia Retirement Systems
Virginia
$1.64M +$347K +9,100 +27%
Los Angeles Capital Management
79
Los Angeles Capital Management
California
$1.61M +$639K +16,770 +66%
UBS AM
80
UBS AM
Illinois
$1.6M – – –
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$1.57M -$1.22K -32 -0.1%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$1.56M +$722K +18,954 +87%
First Eagle Investment Management
83
First Eagle Investment Management
New York
$1.53M -$914K -23,968 -37%
Truist Financial
84
Truist Financial
North Carolina
$1.52M -$68.2K -1,789 -4%
FG
85
Formula Growth
Quebec, Canada
$1.51M – – –
SOADOR
86
State of Alaska Department of Revenue
Alaska
$1.42M +$12.9K +339 +0.9%
TPSF
87
Texas Permanent School Fund
Texas
$1.37M -$90.1K -2,365 -6%
Citigroup
88
Citigroup
New York
$1.31M +$266K +6,988 +26%
Deutsche Bank
89
Deutsche Bank
Germany
$1.3M -$1.64M -42,982 -56%
YCM
90
Yousif Capital Management
Michigan
$1.3M -$412K -10,797 -24%
Comerica Bank
91
Comerica Bank
Texas
$1.29M -$343K -8,986 -22%
LPL Financial
92
LPL Financial
California
$1.27M +$233K +6,122 +23%
SFI
93
Susquehanna Fundamental Investments
Pennsylvania
$1.2M -$1.91M -50,126 -61%
AIG
94
American International Group
New York
$1.18M -$8.42K -221 -0.7%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.15M +$343K +9,000 +43%
MIM
96
MetLife Investment Management
New Jersey
$1.14M – – –
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$1.13M -$11.4K -300 -1%
CIC
98
Cornercap Investment Counsel
Georgia
$1.11M +$483K +12,669 +77%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$1.08M -$721K -18,925 -40%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$1.05M +$324K +8,500 +45%
2 3
4
5 6

AX Hedge Fund Activity: Q4 2022 in Review

244 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2022, worth a combined $1.71B — up 6.5% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of AX and 26 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 91 added.

The largest buyer was Vanguard Group, adding an estimated $16.3M. The largest seller was Ameriprise, cutting an estimated $17.1M.

  • 244 institutional investors held Axos Financial (AX) as of Q4 2022, down from 251 in Q3 2022.
  • Funds reported $1.71B of Axos Financial stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 26 funds opened new Axos Financial positions in Q4 2022 and 30 closed out, a net change of -4 holders.
  • The largest Axos Financial buyer in Q4 2022 was Vanguard Group, an estimated $16.3M added.
  • The largest Axos Financial seller in Q4 2022 was Ameriprise, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2022.