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Axos Financial
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Overview Fund Activity

309 hedge funds and large institutions have $2.64B invested in Axos Financial in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+7
Holders Change %
+2.32%
% of All Funds
4.48%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
43
Increased
91
Reduced
124
Closed
35
Calls
$43.5M
Puts
$64.3M
Net Calls
-$20.8M
Net Calls Change
+$58.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$39.1M
2
American Century Companies
2
American Century Companies
Missouri
$66.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.5M
5
Franklin Resources
5
Franklin Resources
California
$9.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.7M
3
Millennium Management
3
Millennium Management
New York
$9.55M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.79M
5
State Street
5
State Street
Massachusetts
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Guggenheim Capital
Illinois
$3.53M -$396K -7,326 -10%
CS
77
Credit Suisse
Switzerland
$3.26M -$76.7K -1,419 -2%
UBS Group
78
UBS Group
Switzerland
$3.17M -$406K -7,519 -11%
First Trust Advisors
79
First Trust Advisors
Illinois
$3.06M -$761K -14,074 -20%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$3.01M +$1.7M +31,464 +130%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$2.96M -$233K -4,313 -7%
CWM
82
CCG Wealth Management
California
$2.93M +$2.39M +44,200 +442%
EC
83
EJF Capital
Virginia
$2.83M -$2.36M -43,651 -45%
Canada Life
84
Canada Life
Manitoba, Canada
$2.73M +$450K +8,322 +20%
SEI Investments
85
SEI Investments
Pennsylvania
$2.66M +$236K +4,370 +10%
RI
86
Redwood Investments
Massachusetts
$2.64M -$1.31M -24,577 -33%
GC
87
Gratus Capital
Georgia
$2.62M -$10.8K -200 -0.4%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$2.61M -$1.38M -25,494 -35%
UBS AM
89
UBS AM
Illinois
$2.56M -$122K -2,262 -5%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$2.48M +$679K +12,560 +38%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$2.45M -$429K -7,894 -15%
TPSF
92
Texas Permanent School Fund
Texas
$2.4M -$3.57K -66 -0.1%
CIS
93
Connors Investor Services
Pennsylvania
$2.34M -$165K -3,062 -7%
GC
94
Globeflex Capital
California
$2.28M +$2.28M +42,191 New
QC
95
Quantedge Capital
Singapore
$2.2M +$2.2M +40,800 New
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$2.06M -$5.4K -100 -0.3%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$1.98M -$1.37M -25,267 -41%
FG
98
Formula Growth
Quebec, Canada
$1.93M – – –
Wells Fargo
99
Wells Fargo
California
$1.88M +$812K +15,027 +76%
Deutsche Bank
100
Deutsche Bank
Germany
$1.85M -$563K -10,418 -23%
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4
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