AX icon

Axos Financial
AX

Overview Fund Activity

256 hedge funds and large institutions have $1.75B invested in Axos Financial in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
89
Reduced
84
Closed
29
Calls
$5.34M
Puts
$57.9M
Net Calls
-$52.6M
Net Calls Change
-$34.4M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$54.6M
2
State Street
2
State Street
Massachusetts
$98.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$26.6M
4
DAM
4
Davis Asset Management
California
$44.3M
5
WA
5
Wasatch Advisors
Utah
$57.4M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$5.34M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.4M
3
GCM
3
Geneva Capital Management
Wisconsin
$20M
4
CWM
4
CCG Wealth Management
California
$0
5
Millennium Management
5
Millennium Management
New York
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
76
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.09M -$22.4K -607 -1%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$2.07M +$109K +2,835 +6%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$1.95M -$68.4K -1,853 -3%
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$1.91M -$3.32K -90 -0.2%
Canada Life
80
Canada Life
Manitoba, Canada
$1.89M -$113K -3,056 -6%
GC
81
Gratus Capital
Georgia
$1.84M – – –
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$1.8M +$1.8M +48,843 New
CS
83
Credit Suisse
Switzerland
$1.78M +$153K +4,153 +9%
TPSF
84
Texas Permanent School Fund
Texas
$1.77M +$443K +11,990 +33%
UBS AM
85
UBS AM
Illinois
$1.64M +$97.8K +2,649 +6%
BRWA
86
B. Riley Wealth Advisors
Florida
$1.64M +$16.1K +437 +1%
VRS
87
Virginia Retirement Systems
Virginia
$1.64M +$55.4K +1,500 +4%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$1.57M +$568K +15,395 +57%
Rafferty Asset Management
89
Rafferty Asset Management
New York
$1.52M +$1.52M +41,111 New
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$1.47M +$380K +10,300 +35%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$1.46M +$421K +11,401 +40%
FG
92
Formula Growth
Quebec, Canada
$1.46M – – –
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$1.45M -$103K -2,803 -7%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$1.35M -$23.1K -625 -2%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$1.34M -$163K -4,425 -11%
Aviva
96
Aviva
United Kingdom
$1.34M +$1.34M +36,304 New
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$1.34M -$1.32M -35,649 -50%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$1.29M +$1.29M +34,941 New
BMSSC
99
B. Metzler seel. Sohn & Co
Germany
$1.22M +$278K +7,524 +29%
AIG
100
American International Group
New York
$1.15M +$6.24K +169 +0.5%
2 3
4
5 6