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Axos Financial
AX

Overview Fund Activity

238 hedge funds and large institutions have $1.68B invested in Axos Financial in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-11
Holders Change %
-4.42%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
85
Reduced
81
Closed
36
Calls
$7.64M
Puts
$84.2M
Net Calls
-$76.6M
Net Calls Change
-$62.9M

Top Buyers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$21.9M
2
BCM
2
Basswood Capital Management
New York
$19.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.5M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$7.35M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$16.6M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$485K
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$6.81M
3
BlackRock
3
BlackRock
New York
$304M
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$1.01M – – –
OQS
102
Occudo Quantitative Strategies
Florida
$1.01M +$795K +22,175 +372%
BMSSC
103
B. Metzler seel. Sohn & Co
Germany
$974K -$21.2K -592 -2%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$952K -$349K -9,755 -27%
LPL Financial
105
LPL Financial
California
$929K +$87.4K +2,439 +10%
Citigroup
106
Citigroup
New York
$918K -$815K -22,739 -47%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$897K – – –
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$895K – – –
AB
109
Amalgamated Bank
New York
$888K +$932 +26 +0.1%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$830K -$1.22K -34 -0.1%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$804K -$15.8K -440 -2%
SEI Investments
112
SEI Investments
Pennsylvania
$796K +$61.9K +1,679 +8%
Man Group
113
Man Group
United Kingdom
$794K -$209K -4,509 Closed
MSRPS
114
Maryland State Retirement & Pension System
Maryland
$785K +$15.3K +428 +2%
NSEDCP
115
NJ State Employees Deferred Compensation Plan
New Jersey
$753K – – –
Jacobs Levy Equity Management
116
Jacobs Levy Equity Management
New Jersey
$728K – – –
RI
117
Ridgewood Investments
New Jersey
$726K – – –
Victory Capital Management
118
Victory Capital Management
Texas
$707K +$12.1K +338 +2%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$699K -$74.9K -2,089 -10%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$684K – – –
Stifel Financial
121
Stifel Financial
Missouri
$676K -$43.7K -1,220 -6%
Osaic Holdings
122
Osaic Holdings
Arizona
$668K +$113K +3,142 +20%
BWM
123
BerganKDV Wealth Management
Minnesota
$644K +$47.5K +1,326 +8%
CCIA
124
Campbell & Co Investment Adviser
Maryland
$642K +$477K +13,317 +290%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$628K -$96.7K -2,700 -13%
3 4
5
6 7