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Axos Financial
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Overview Fund Activity

261 hedge funds and large institutions have $1.82B invested in Axos Financial in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
4.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
31
Increased
96
Reduced
92
Closed
27
Calls
$18.3M
Puts
$81.6M
Net Calls
-$63.3M
Net Calls Change
-$38.4M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$52.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.54M
3
FCM
3
FJ Capital Management
Virginia
$8.53M
4
Millennium Management
4
Millennium Management
New York
$22.5M
5
GCM
5
Geneva Capital Management
Wisconsin
$27.5M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
EIP
2
Epoch Investment Partners
New York
$0
3
State Street
3
State Street
Massachusetts
$101M
4
WA
4
Wasatch Advisors
Utah
$45.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
76
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.45M -$1.08M -28,547 -31%
AG
77
Algert Global
California
$2.42M -$178K -4,689 -7%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$2.28M -$1.03M -27,270 -31%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$2.27M -$6.25K -141 -0.3%
VRS
80
Virginia Retirement Systems
Virginia
$2.26M +$345K +9,100 +18%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$2.26M -$187K -4,947 -8%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$2.25M +$1.5M +39,751 +201%
TI
83
Tidal Investments
Wisconsin
$2.23M +$1.04M +27,469 +87%
DFCM
84
Dark Forest Capital Management
Puerto Rico
$2.23M +$1.72M +45,376 +337%
First Trust Advisors
85
First Trust Advisors
Illinois
$2.14M -$88.5K -2,338 -4%
CS
86
Credit Suisse
Switzerland
$2.06M +$12.3K +325 +0.6%
PP
87
PDT Partners
New York
$2M +$1.21M +31,865 +152%
EP
88
Edgestream Partners
New Jersey
$1.97M +$212K +5,596 +12%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$1.92M -$36.9K -974 -2%
BAM
90
Bayview Asset Management
Florida
$1.89M +$1.89M +50,000 New
Citigroup
91
Citigroup
New York
$1.87M -$1.51M -39,885 -45%
GC
92
Gratus Capital
Georgia
$1.86M – – –
Federated Hermes
93
Federated Hermes
Pennsylvania
$1.82M +$1.82M +48,020 +960,400%
UBS AM
94
UBS AM
Illinois
$1.78M +$94.4K +2,493 +6%
CIS
95
Connors Investor Services
Pennsylvania
$1.72M -$1.21M -32,116 -41%
Canada Life
96
Canada Life
Manitoba, Canada
$1.72M -$32.7K -865 -2%
BRWA
97
B. Riley Wealth Advisors
Florida
$1.7M +$19.3K +510 +1%
TPSF
98
Texas Permanent School Fund
Texas
$1.69M -$67K -1,770 -4%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$1.65M -$423K -11,183 -20%
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$1.61M +$947K +25,001 +143%
2 3
4
5 6