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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
70
Reduced
91
Closed
22
Calls
$8.6M
Puts
$4.14M
Net Calls
+$4.46M
Net Calls Change
-$4.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$90.8M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$14.5M
4
WA
4
Wasatch Advisors
Utah
$80.9M
5
RI
5
Redwood Investments
Massachusetts
$9.56M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
EIP
2
Epoch Investment Partners
New York
$49.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M
4
RHJA
4
Rice Hall James & Associates
California
$43.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$1.21M +$966K +20,831 +390%
APG Asset Management
102
APG Asset Management
Netherlands
$1.21M -$2M -51,200 -62%
AACP
103
Advantage Alpha Capital Partners
California
$1.2M +$34.5K +743 +3%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$1.19M -$84.5K -1,822 -7%
New York State Teachers Retirement System (NYSTRS)
105
New York State Teachers Retirement System (NYSTRS)
New York
$1.18M -$223K -4,800 -16%
RI
106
Ridgewood Investments
New Jersey
$1.1M -$1.38M -29,745 -56%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$1.08M -$4.64K -100 -0.4%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.07M -$90.1K -1,943 -8%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$1.07M -$234K -5,038 -18%
AIA
110
Affinity Investment Advisors
California
$1.02M -$464 -10 -0%
DADC
111
D.A. Davidson & Co
Montana
$987K -$6.45K -139 -0.6%
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$979K +$979K +21,110 New
NSEDCP
113
NJ State Employees Deferred Compensation Plan
New Jersey
$974K – – –
MIM
114
MetLife Investment Management
New Jersey
$972K – – –
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$969K – – –
Man Group
116
Man Group
United Kingdom
$905K – – –
SFI
117
Susquehanna Fundamental Investments
Pennsylvania
$902K – – –
JPMPWA
118
J.P. Morgan Private Wealth Advisors
California
$870K -$15.2K -327 -2%
Stifel Financial
119
Stifel Financial
Missouri
$819K -$36.1K -777 -4%
Squarepoint
120
Squarepoint
New York
$788K -$102K -2,195 -11%
HF
121
HRT Financial
New York
$784K +$498K +10,727 +174%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$782K +$48K +1,035 +7%
ProShare Advisors
123
ProShare Advisors
Maryland
$752K -$31.3K -675 -4%
VHAM
124
Van Hulzen Asset Management
California
$682K +$182K +3,926 +36%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$672K – – –
3 4
5
6 7